Dropdown Fields

Note: This article applies to the new Form Step experience in Streamline.

Dropdown fields allow users to select a single option from a predefined list.

They’re ideal for questions that require structured responses such as departments, regions, roles, or any scenario where choices should remain consistent.

Adding a Dropdown Field

1. In the form editor, click Add Field.
2. From the Basic Fields section, select Dropdown.
3. The field will appear on your form, ready for configuration.

Customizing Field Options

After adding a dropdown field, you can customize its options directly within the form builder.

To configure your dropdown:

• Type or paste each choice into the Options list.
• To add more options, press Enter or click below the last option.
• Toggle Use Separate Values if you’d like to assign unique internal values to each option.

Separate values are useful when you want to pass data that differs from the visible option text (for example, mapping a full department name to a short code or internal ID).

You can also:

• Change the field title to reflect the question or label shown to users.
• Add helper text below the field to provide additional context or instructions.

To the right of the field title, you’ll find quick-access icons to manage visibility and behaviour:

• Toggle Required on or off.
• Click the eye icon to hide or show the field.
• Click the lock icon to make the field read-only.
• Click the two boxes to duplicate the field.
• Click the trash can to delete it.

Field Settings

In the field settings panel on the top right, you’ll find options to control how the dropdown behaves:

• Data Mapping Label: Add an internal label for data mapping or CSS targeting.
• Default Value: Preselect a default option that will display when the form first loads.

These settings help ensure your dropdowns are consistent, reusable, and easy to manage across different workflows.

Tips for Using Dropdown Fields

• Keep dropdown options concise and intuitive — long lists can overwhelm users.
• Use separate values for data mapping or integration scenarios to maintain clean, predictable output.
• Add helper text when additional explanation is needed (for example, “Select your department” or “Choose your region”).
• If you need to allow multiple selections, consider using a Checkbox field.