How to Use Dropdown Fields in Jobs, Projects, and Customers?

🧠 Why Use Dropdown Fields?

Standardize data entry across Jobs, Projects, and Customers — making it easier to filter, search, and report on key information. They reduce human error, speed up form completion, and improve consistency compared to free-text input fields.

Whether you're categorizing customers by type, tagging projects by region, or specifying job priorities, dropdowns ensure that everyone speaks the same language in your system.

This guide walks you through how to create, manage, and apply dropdown fields to your templates across different data levels in Caction.

Navigate to the section by clicking it.

• Add Dropdown Field
• Add More Dropdown Option
• Edit Dropdown Option
• Explain Terms

To Add Dropdown Field

1. Go to desktop site navigation bar > Template Settings > Eg. ; Customer Templates.
   Open Customer Templates Here:
    https://system.caction.com/templateSettings/CustomerTemplates
   Open Project Templates Here: 
   https://system.caction.com/templateSettings/DealTemplates
   Open Job Templates Here: 
   https://system.caction.com/templateSettings/ActivityTemplates

   

   *Note: If you do not have access to Template Settings page, please contact your admin.

    

2. Choose the correct category before proceed.

   Field Name	Description
   Customer Category	Classifies the customer based on their type.
   Template Short Code	A short code identifier for the template.
   Template Name	The name of the template.
   Company Label	The label used for company names within the template.
   Name Label	The label used for customer names within the template.

   

    

3. Scroll down to “Custom Field Settings”. Click “Drop Down” to add it to the “Custom Field View”.

   

    

4. Click the 🖋️ Pencil Icon to rename the new dropdown.

   

    

5. Enter the name of the dropdown.

   

    

6. After renaming for the new dropdown, click the tick icon to save the name.

   

    

7. Click the expand button to edit the dropdown field.

   

    

8. Click “Add Options” to add options.

Add More Dropdown Option

9. After you have input the options, press “Enter” on your keyboard to save it as an option.

Edit Dropdown Option

10. If you wish to amend the one of the option, you can double-click on the option to enter edit mode.

    

     

11. Enter the correct name of the option.

    

     

12. After edit the name of the option, press Enter key on your keyboard.

Explain Terms

13. The area below shows the users’s access settings for the dropdown field.

    Field Name	Description
    Editable Field	Allows the user to edit the field after it is saved.
    Required Field	This field must be filled out before save the customer details.
    View to Admin Only	Only admin can view this field.
    View to Admin & Sub Admin Only	Both admin and sub-admin can view this field.
    View to All Users	All users have viewing access to this field.
    Public	This field is publicly visible to everyone, including non-logged-in users.

    

     

14. Make sure the dropdown field is enabled so that it appears on the customer category detail page.

    

     

15. Click the save button to save all changes on the Template Setting page.

    

     

16. Click “OK”.

    

     

17. Choose the “Template Overwrite” option you want.

    Field Name	Description
    Overwrite All Templates	Apply for all customer category.
    Overwrite Current Template	Apply for existing customer category.

    

     

18. Click “OK” and your dropdown options have been added successfully.

    

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