Drop-down Fields

Overview

Dropdown fields are useful for when a user needs to select from a list of options. This article will highlight the steps for creating and placing dropdown menus onto an Onboarding document.

Steps

1. Navigate to the Onboarding tab.
   
   
   
   
2. Select the Documents tab.
   
   
   
   

3. Select the document you will be editing.
   
   
   

   • If you need to upload a new document, see Uploading a New Onboarding Document.
     
     
4. From the field bank on the left, select Add New.
   
   
5. Drag Add Dropdown from the field bank to the desired location on the document.
   • The Add Field window will open so you can adjust the field settings.

   

6. Enter in a name for the field.
7. Choose who will complete the field.
8. Select if the field is required to be completed.
   
   
   
   
9. In the Option # field, enter in a value that will appear in the dropdown list.
10. Select Add Dropdown Option to add another option field.
    
    
    
    
11. Repeat steps 9 & 10 for each option to include in the dropdown.
12. Select Save to confirm your changes.
    
    

Next Steps

The following articles provide additional information on customizing how your fields will display.

• Adding, Adjusting, and Removing Onboarding Fields
• Onboarding Field Options