Dropdown fields can now use your Entities and Tables

Dropdown fields can now take their options from your Entities and Tables, not only from Database Tables. Keep one list of vendors, products, cost codes or customers in Entity / Tables, and every dropdown that uses it stays up to date.

• Choose an Entity or Table as the source. In Field setup, open a dropdown field, expand Import categories from the table, and choose a table and a column. Sources are grouped as Database Tables, Entities and Tables.
• Works wherever you use dropdowns. Use it for regular fields, line-item (table) columns, and Classification columns in the Data table.
• Always up to date. Changes you make to the Entity or Table are picked up automatically, with nothing to re-upload. Empty and duplicate values are left out of the list.
• Faster option lists. Long lists on the Review screen and in the Data table open quickly, load 50 options at a time, and show the total count. Search covers the whole list, not just the options on screen.

Good to know

• A dropdown can use up to 10,000 different options.
• If the chosen column has more than 10,000 different values, the field is not filled in automatically, and Data table runs for that field are skipped with a message. You can still select a value yourself on the Review screen, from the first 10,000 options.
• If the Entity or Table is deleted, the dropdown has no options until you choose a new source.
• Dropdowns that use fixed options or Database Tables keep working as before. No action is needed.

Open Field setup for any document type to get started. Learn more about Entities and Tables.