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Customer experience | Sales, Customer Insights,...
Suggested answer

Adding dropdown options in a form

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Posted on by 176

Hi team, 

I'm looking to create and embed a form on my site. I've gone to 'form fields' and have started creating a new field and selected option set dropdown. However i can't find where I then create the drop down options for the user to choose from. 

Looking at the Docs its says 'as defined by the database' but i have no idea what this means

Can you please clarify.

Dan 


  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Adding dropdown options in a form

    Hi Dan,

    It can be found in Advanced Settings > Settings > Customizations > Customize the system.

     pastedimage1622178629022v1.png

    pastedimage1622178636845v2.png

     pastedimage1622178641891v3.png

    Expand the list of entities, find the entity you’d like to add the field into, click the Fields and New a field.

     pastedimage1622178647102v4.png

    It can also be achieved in Power Apps if you’re not familiar with the old UI:

     pastedimage1622178651124v5.png

    Please refer to the following link to know more about it:

    Create and manage columns within a table in Microsoft Dataverse - Learn | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Eddie Telfast Profile Picture
    Eddie Telfast 176 on at
    RE: Adding dropdown options in a form

    Thanks, but how do i get to that first screen you posted? That's the part i'm unsure of and that doesn't seem to be documented.

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Adding dropdown options in a form

    Hi Dan,

    The form fields need to be mapped with the fields from Contact or Lead entity. So it is necessary to create a custom field in the entity you’d like to map with if the existing fields cannot meet your request.

    For example, I created a customer field in Contact entity, whose data type is Option Set.

     pastedimage1622170345565v1.png

    After saving it, the form field can be created and mapped with the above field.

     pastedimage1622170350151v2.png

    Then it can be inserted into a marketing form.

     pastedimage1622170355645v3.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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