viaSocket Help

Dynamic Dropdown


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What is a Dynamic Dropdown?

A Dynamic Dropdown allows users to select a value from a list of options that are loaded automatically from an API or external data source.

Unlike a Static Dropdown, the available options are not manually defined. Instead, they are fetched when the field is loaded.

This is useful when the available options:

  • vary between accounts,

  • change frequently,

  • or come from another application.

Simple flow:

System fetches data from an API → Options appear in the dropdown → User selects a value


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When to use a Dynamic Dropdown?

Use a Dynamic Dropdown when:

  • options come from an external system,

  • available values change over time,

  • different users may see different options,

  • or the list is too large to maintain manually.

Good examples:

Use Case

Example

Users

Select a user from the connected account

Projects

Select a project from a project management tool

Companies

Select a company from a CRM

Pipelines

Select a sales pipeline

Databases

Select a database from a connected workspace


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How does a Dynamic Dropdown work?

Step

What Happens

1

The field loads

2

The system calls an API

3

The API returns a list of records

4

Records are converted into dropdown options

5

User selects an option

Example flow:

API Request → API Response → Dropdown Options → User Selection


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How to add a Dynamic Dropdown?

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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 “Dynamic Dropdown”

Choose the Dynamic Dropdown type.

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Step 5 - Configure the Field

Fill in the dropdown details:

Property

Value

Example

Value

dropdown

dropdown

Label

Field name shown to users

Project

Key

API parameter name

project_id

Required

Makes the field mandatory

Yes / No

Help

Text displayed on hover for user guidance

Select a project

Placeholder

Default text shown before selection

Select Project

API URL

Endpoint used to fetch dropdown options

/projects

Method

HTTP method used to fetch data

GET

Label Field

API field displayed to users

name

Value Field

API field sent in the workflow

id

Visibility Condition

Hide/show field based on some condition

context?.inputData?.workspace_id

Custom Help

Additional guidance shown below the field

Choose a project from your workspace

Custom Input Label

Label shown above the dropdown

Project

Custom Placeholder

Example placeholder shown inside the dropdown

Select a project

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Step 6 - Configure option mapping

The API response must contain data that can be converted into dropdown options.

Example API response:

[
  {
    "id": "123",
    "name": "Website Redesign"
  },
  {
    "id": "456",
    "name": "Marketing Campaign"
  }
]

Mapping:

API Field

Purpose

name

Displayed to users

id

Sent in the workflow

Result:

User Sees

Workflow Sends

Website Redesign

123

Marketing Campaign

456


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Additional Features

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Enable search when the API may return a large number of options.

This allows users to quickly find the value they need.

Example:

Search Project...

Use search when:

  • there are many records,

  • users may not know where the option is located,

  • or the list changes frequently.


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Pagination

Enable pagination when the API contains a large dataset.

Instead of loading everything at once, data is loaded in smaller batches.

This helps:

  • improve performance,

  • reduce API load,

  • and speed up dropdown loading.

Pagination is commonly used when:

  • thousands of records exist,

  • APIs return paginated results,

  • or large workspaces are supported.


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Example

Here are some common Dynamic Dropdown setups:

Label

Data Source

User

Connected Account Users

Project

Project Management Tool

Company

CRM Companies

Pipeline

CRM Pipelines


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Best Practices & Recommendations

  • Use Dynamic Dropdown when data comes from an external system

  • Use meaningful labels that users can easily recognize

  • Map values to unique identifiers whenever possible

  • Enable search for large datasets

  • Enable pagination when supported by the API

  • Test option loading before publishing the action


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Key Takeaways

Use a Dynamic Dropdown when the available options need to be loaded automatically from an API or external system.

It helps:

  • keep data up to date,

  • reduce manual maintenance,

  • and provide users with real-time options from connected applications.

Remember:

Dynamic Dropdown = Options are loaded from an API → Users select from the available data