{"id":14745,"date":"2024-05-12T10:25:20","date_gmt":"2024-05-12T10:25:20","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=14745"},"modified":"2026-01-13T12:50:17","modified_gmt":"2026-01-13T12:50:17","slug":"dynamic-dropdown-field","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/dynamic-dropdown-field\/","title":{"rendered":"Dynamic Dropdown Field"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">The Dynamic Dropdown field is a customizable field for all system listings, such as clients, products and services, invoices, and more. It automatically updates with new data from various entities without manual intervention. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Unlike regular dropdowns, this feature ensures users can easily select from an up-to-date list, enhancing efficiency and providing the latest information. They will be explained further in the following lines.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;How to Add a Dynamic Dropdown Field?&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1716716240635{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<span style=\"font-weight: 400;\">You can access the dynamic dropdown customization page through various apps\u2019 custom fields in Daftra, such as those for clients, suppliers, employees, invoices, action lists, and other relevant modules.<\/span><\/p>\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 juice:w-full juice:items-end overflow-x-auto gap-2\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"6004541c-648f-4f45-800d-0b4bb5355bda\">\n<div class=\"flex w-full flex-col gap-1 juice:empty:hidden juice:first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert dark\">\n<p>You can add various entities as a dynamic dropdown, including countries, cost centers, invoices, products, categories, assets, and more.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p>In the following example, we&#8217;ll show how to add a client&#8217;s work country as a dynamic dropdown field:<\/p>\n<p>Click on &#8220;<strong>Clients Settings<\/strong>&#8221; from the dropdown menu of &#8220;<strong>Clients<\/strong>&#8220;,<\/p>\n<p>Then, select the &#8220;<strong>Custom Fields<\/strong>&#8221; tab.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44615 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/Untitled-1.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/Untitled-1.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/Untitled-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/Untitled-1-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/Untitled-1-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>You&#8217;ll then be directed to the customization screen where you can add or remove custom fields.<\/p>\n<p>From the Custom fields column drag the &#8220;<strong>Dynamic Dropdown<\/strong>&#8221; and drop it to the screen.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14781\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-5.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-5.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-5-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-5-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-5-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>On the right side of the screen, you&#8217;ll find the &#8220;<strong>Properties&#8221;<\/strong> column which includes the following:<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/okijnhikop.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18207 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/okijnhikop.png\" alt=\"\" width=\"862\" height=\"617\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/okijnhikop.png 862w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/okijnhikop-300x215.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/okijnhikop-768x550.png 768w\" sizes=\"auto, (max-width: 862px) 100vw, 862px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><b>Field Label:<\/b><span style=\"font-weight: 400;\"> The name\/title of the field.<\/span><\/li>\n<li><strong><strong>Key: <\/strong><\/strong>A keyword used for easy access to this field later. If the keyword consists of multiple words, they should be separated by underscores (<strong>_<\/strong>). This is a default field.<\/li>\n<li><strong>Default Value: <\/strong>The default value is the initial data assigned to a field when no user input is provided.<\/li>\n<li><strong>Placeholder: <\/strong>The t<strong><span style=\"font-weight: 400;\">emporary text displayed inside a field before you enter any data such as &#8220;<strong>enter the work country<\/strong>&#8220;<\/span><\/strong><\/li>\n<li><strong><strong>Filter by this field: <\/strong><\/strong>Filter searching for data using this field.<\/li>\n<li><strong>List by this field: <\/strong>Organizing<strong><span style=\"font-weight: 400;\"> or sorting data based on the values in the added field.<\/span><\/strong><\/li>\n<li><strong>Entity: <\/strong>To link the field to one of the system&#8217;s databases, such as clients.<\/li>\n<li><strong>Listing Field:\u00a0<\/strong>Select the type of data within the database that you want to display to the user in this field, such as &#8220;<strong>country<\/strong>&#8220;.<\/li>\n<li><strong>Validation &#8220;Is Required&#8221;: <\/strong>If you want to require the user to enter the necessary information for the field.<\/li>\n<li><strong>Layout: <\/strong>If you want this field to appear alongside other fields rather than on a separate line, use this feature to format the layout of the fields.<\/li>\n<li><strong>Field Size: <\/strong>Control the size of the field.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>In the &#8220;<strong>Properties<\/strong>&#8221; column, update the field label to &#8220;<strong>Client&#8217;s Work Country<\/strong>&#8221; and set the &#8220;<strong>Entity<\/strong>&#8221; as &#8220;<strong>Country<\/strong>&#8220;.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/hbvn.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18205 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/hbvn.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/hbvn.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/hbvn-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/hbvn-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/hbvn-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>This field is now linked to the country database in Daftra. Now, let&#8217;s direct to the &#8220;<strong>Add New Client<\/strong>&#8221; form, and scroll down to find the dynamic dropdown that we&#8217;ve just added.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14827\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-7.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-7.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-7-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-7-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-7-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Click on the dropdown menu, and a list of countries will automatically appear because the dropdown menu is linked to the system&#8217;s database, designed to update based on changes in the field dynamically. This connection ensures that the dropdown menu is always synchronized with the country database.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14829\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-8.png\" alt=\"\" width=\"1176\" height=\"629\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-8.png 1176w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-8-300x160.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-8-1024x548.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Dynamic-dropdown-8-768x411.png 768w\" sizes=\"auto, (max-width: 1176px) 100vw, 1176px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text][\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[],"tags":[],"class_list":["post-14745","user_manual","type-user_manual","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dynamic Dropdown Field - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/dynamic-dropdown-field\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dynamic Dropdown Field - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The Dynamic Dropdown field is a customizable field for all system listings, such as clients, products and services, invoices, and more. 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