Purpose
In the Custom Field Schema, you can enhance your quality management by using the New Select function to add a select feature to any custom field. This feature allows you to streamline inputs and organize your data efficiently.
What can you do with it?
With the New Select, you can create a dropdown menu in a custom field, making it easier for users to choose from predefined options. This minimizes errors and enhances the clarity and usefulness of your data inputs.
How is it done?
Open Custom Field Schema: Navigate to the desired section where you need the select option.
Add New Select:
Label: Enter a clear name for your selection field. This will be how users identify it.
Description: Provide additional details about the field to guide users.
Info Icon: Add an icon that users can click for more information if needed.
Configure Selection Options:
Multi Select: Use this checkbox if you want to allow multiple selections.
Options: Define the choices available using text fields for each option.
Add Option: Click the button to add more choices.
Special Conditions:
N/A Allowed: Mark this checkbox if you want users to have a "Not Applicable" choice by default.
Width: Specify the text field to determine how wide the select field appears on your form.
Important Considerations
Ensure labels and descriptions are intuitive to minimize user confusion.
Regularly review and update options to stay relevant to your data needs.
Utilize the info icon to provide clarity without cluttering the form.
Best Practices
Keep options concise to maintain a streamlined dropdown menu.
Make use of the "N/A Allowed" feature to cover all necessary scenarios.
Organize your select fields logically to ensure that users find them easy to navigate and use.