How to Add Dropdown Options in a Digital Form?

🧠 Why use dropdowns?
Dropdowns reduce input errors, standardize responses, and improve the accuracy of your data — all while making the form easier to fill out.

Creating or customizing dropdown options in your digital forms ensures your team collects consistent and standardized data — no more typos, miscommunication, or mismatched entries. Whether you're preparing quotation forms or other templates, dropdowns make the input process faster and more reliable.

Benefits:

Saves time with pre-defined options instead of manual typing
Enables better reporting with standardized data
Supports compliance with standardized responses

For example, if you want to add dropdown options for Quotations. Go to desktop site navigation bar > “Template Settings” > “Digital Form Templates” > “Digital Form Template Settings”.
Open the page here: https://system.caction.com/ServiceReport/TemplateSetting
Select “Quotation”.
Click “Drop Down” to add new dropdown options.
Click the 🖋️ Pencil Icon to rename the new dropdown.
After rename for the new dropdown, click the tick icon to save the name.
Click the expand button to add options.
Click “Add Options” to add options.
Add the next option by clicking the Enter key on your keyboard.
Make sure the dropdown has been toggled as in the image shown below.
Click the save button to save this dropdown options.
Click “OK”.
Click “OK” and your dropdown options have been added successfully.

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