Multi-select custom fields, used as dropdowns, enable you to add multiple pieces of information to various items like Budgets, Companies, Deals, Expenses, Invoices, Employees, and more.
1) Adding a Multi-Select Custom Field
To add a multi-select custom field either:
1) Navigate to Settings > Custom fields:
Choose the desired item you want to apply the field to (Bookings, Budgets, Companies, etc.), and click on "Add new custom field".
2) Navigate to Settings > Employee fields:
If you are adding the field for your employees and contractors, open the Employee fields, and click on Add new field.
2) Selecting the Multi-Select Field
From the custom field menu, select the Multi-select field.
3) Name and Configure the Field
First, give your custom field a name and provide a brief description. Next, add the options you want to appear in the dropdown menu. Once you're done, click "Create field" (or "Update field" if you're editing an existing one).
For fields designated for employees, contractors, clients, and contacts, you can mark them as sensitive by toggling the Set as a sensitive field option. This restricts access to authorized users only.
If you’d like to allow your team to add new options on the fly while filling out this field, enable the Quick add options toggle.
4) Using the Custom Field
Here is an example of how the "Additional Skill" custom field from the example above looks like when created and added to the Employee view in Resourcing > Employees, for instance.
Pro tip: Use filters to easily find specific information based on the values assigned to multi-select custom fields.
Grouping and Sorting Options
Custom multi-select fields cannot be used for grouping or sorting because an item (Task, Employee, Company) may belong to multiple groups, complicating the grouping logic.
For example, if you have a task multi-select custom field called "Priority" with values ranging from 1 to 5, attempting to group or sort by it will fail because the field is designed to hold multiple values.
Switching to a single-select custom field type will resolve the issue and enable proper grouping and sorting.
