Help CenterNeed to update the options in a checklist dropdown (like changing “Not Good” to “Moderate”)? You can easily add, remove, or edit dropdown choices within your digital forms.
This is especially useful when you want to tailor checklists to fit your operations more precisely — improving clarity, consistency, and team communication.
Benefits
- Customizing dropdown options ensures terminology aligns perfectly with your company's standard operating language.
- Updating checklist options allows your forms to evolve alongside changing business requirements or industry standards.
Let’s walk through an example using the Service Sheet:
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For example, if you want to edit checklist dropdown options for Service Sheet.
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
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Select “Service Sheet”.
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Click “Yes” for the pop up message.
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Scroll down to “Custom Field View” and select the Checklist that you want to edit.
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Click the expand button.
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Click the “+ Manage Items”.
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Edit the checklist dropdown option by clicking on which option you want to edit.
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For example, “Not Good” is edited to Moderate.
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If you want to set “Moderate” as the default option, click the “tick” icon.
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After editing, click the blue Save icon and click “OK” on the pop up message to save your changes.
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Click the “Cross” icon to close the checklist page.
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At this page, remember to click the blue “Save” icon beside once more, or else the previous changes you made will not be saved. Then click “OK”.
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Your changes have been saved successfully.
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