viaSocket Help

Dropdown Field


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What is a Dropdown?

A Dropdown Field allows users to select a value from a list of available options.

Instead of typing a value manually, users choose one of the predefined options.

This helps:

  • reduce input errors,

  • keep data consistent,

  • and make workflow configuration easier.

Simple flow:

User selects an option → Selected value is used in the workflow


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When to use a Dropdown?

Use a Dropdown Field when:

  • users should select from a predefined list,

  • only specific values are allowed,

  • consistent data is required,

  • or the API expects one value from a set of options.

Good examples:

Use Case

Options

Priority

High, Medium, Low

Status

Open, In Progress, Closed

Country

India, USA, Canada

Lead Source

Website, Referral, Advertisement

Subscription Plan

Free, Pro, Enterprise


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Types of Dropdown Fields

viaSocket supports two types of Dropdown Fields:

Type

Purpose

Static Dropdown

Options are manually created and remain fixed

Dynamic Dropdown

Options are loaded dynamically from an API or data source


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Static Dropdown

A Static Dropdown contains a predefined list of options.

The available choices remain the same unless manually updated.

Good examples:

  • Priority

  • Status

  • Country

  • Subscription Plan

Example:

Priority
▼
High
Medium
Low

Use Static Dropdown when:

  • options rarely change,

  • all values are known in advance,

  • and no API is required.


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Dynamic Dropdown

A Dynamic Dropdown loads its options from an API or external data source.

The available choices can change over time depending on the returned data.

Good examples:

  • CRM Pipelines

  • Available Projects

  • Teams

  • Databases

  • User Lists

Example:

Select Project
▼
(Project list loaded from API)

Use Dynamic Dropdown when:

  • options come from an external system,

  • values change frequently,

  • or the available options depend on user selections.


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Which Dropdown Type Should You Choose?

Scenario

Recommended Type

Fixed list of values

Static Dropdown

Values stored in an external system

Dynamic Dropdown

Options rarely change

Static Dropdown

Options change frequently

Dynamic Dropdown

No API available

Static Dropdown

Options must be fetched automatically

Dynamic Dropdown


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How to Add a Dropdown Field?

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Step 1 - Open Your Action

Open the action where you want to add the dropdown field.

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Step 2 - Click “ADD FIELD”

Inside the Action Builder, go to the right-side panel and click on the ADD FIELD dropdown.

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Step 3 - Select “Dropdown”

Choose Dropdown from the list of available field types.

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Step 4 - Select Dropdown Type

Choose whether the dropdown should be:

  • Static Dropdown

  • Dynamic Dropdown


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Example

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Static Dropdown

Status
▼
Open
In Progress
Closed
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Dynamic Dropdown

Select Team
▼
(Loaded from API)

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Best Practices & Recommendations

  • Use Dropdowns whenever users should choose from predefined options

  • Keep option names short and clear

  • Use Static Dropdowns for fixed values

  • Use Dynamic Dropdowns when options come from APIs

  • Avoid creating very large dropdown lists when possible


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Key Takeaways

Use a Dropdown Field when users need to select a value from a list of options.

Choose:

  • Static Dropdown for fixed options.

  • Dynamic Dropdown for options loaded from APIs or external systems.

This helps keep workflows consistent, easier to configure, and less prone to user input errors.