Dropdown Field
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
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 |
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 |
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
LowUse Static Dropdown when:
options rarely change,
all values are known in advance,
and no API is required.
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.
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 |
How to Add a Dropdown Field?
Step 1 - Open Your Action
Open the action where you want to add the dropdown field.
Step 2 - Click “ADD FIELD”
Inside the Action Builder, go to the right-side panel and click on the ADD FIELD dropdown.
Step 3 - Select “Dropdown”
Choose Dropdown from the list of available field types.
Step 4 - Select Dropdown Type
Choose whether the dropdown should be:
Static Dropdown
Dynamic Dropdown
Example
Static Dropdown
Status
▼
Open
In Progress
ClosedDynamic Dropdown
Select Team
▼
(Loaded from API)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
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.