Summary
This article provides a detailed explanation of how to use and differentiate between the Dropdown and Restricted Dropdown custom fields within ServiceBox. It addresses common confusion about how choices are added, particularly during work order setup.
Custom Fields in ServiceBox
Custom fields allow businesses to tailor the ServiceBox platform to their specific operational needs. These fields can be applied to entities such as:
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Services
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Work Orders
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Customers
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Job Sites
Dropdown Custom Fields
The Dropdown custom field is a dynamic field that evolves with use. When a user types a new value into the field, that value is saved and added to the list of available options in the future.
Functionality:
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Any user can add new entries directly through the work order or other applicable sections.
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New entries automatically become available in the dropdown list for all users.
Best Use Case:
When flexibility is important and the list of options may need to grow over time — e.g., adding new project types or custom notes.
Restricted Dropdown Custom Fields
The Restricted Dropdown field is a controlled list of predefined options that only administrators can modify.
Functionality:
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Users can only choose from administrator-defined options.
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No new entries can be added during work order or form entry.
Best Use Case:
Ideal for standardizing responses, ensuring data consistency — e.g., selecting from a fixed list of service categories or job types.
How to Set Up a Restricted Dropdown
To create a Restricted Dropdown:
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Go to Settings → Custom Fields.
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Select Restricted Dropdown as the field type.
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Enter predefined choices (separated by commas).
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Click Save to apply the field.
Adding Choices to Each Field Type
| Field Type | Who Can Add Choices | Where to Add Choices |
|---|---|---|
| Dropdown | Any user | Automatically added during field entry |
| Restricted Dropdown | Only administrators | Manually added in the Custom Fields settings |
Conclusion
Understanding when to use Dropdown versus Restricted Dropdown fields is key for effective customization and data consistency in ServiceBox. Use Dropdown fields when flexibility is needed, and choose Restricted Dropdown when standardized options are important.
Need Help?
If you have questions or need help configuring custom fields, reach out to our support team via the Help button in your account or email support@jobboxsoft.com.