Choice Lists help simplify customization in your servis.ai account by allowing you to create reusable sets of options. Once created, a Choice List can be applied across multiple Apps to standardize fields and save time.

For example:

• Create a Choice List with the 50 U.S. states.
• Use that list to add a “State” field in both your Contacts and Organizations Apps.

User Permissions: Only Administrators can use this feature.

Navigate to Choice Lists

Go to Settings > Advanced > Choice Lists.

Create a Choice List

• To create a Choice List, click the ‘Add Choice List’ button.

1. Name

In the creation window, start by giving your Choice List a name.

2. Order Type

When setting up a Choice List, select how items should be ordered. There are two options:

• Alphabetical
  Automatically sorts choices from A to Z. In List View, clicking the column header sorts alphabetically; clicking again reverses the order (Z to A).
• Order
  Maintains the order in which items are added. Each item is assigned a position based on its creation sequence.

You can update the order at any time by clicking the ‘Reorder’ button and using drag-and-drop. The selected order type also affects sorting behavior in List View.

3. Allow Ad-Hoc Creation

Next, decide whether to enable “Allow Ad-hoc Creation”.

• If enabled: Team members can add new choices directly from forms.
• If disabled: Users can only select from predefined choices.

Use this setting to control whether your Choice List remains fixed or grows dynamically.

Note: The ‘Allow Ad-hoc Creation’ option is only available when the Order Type is set to Alphabetical.

4. Parent Choice List

Only select this option if you want to create a child list linked to a parent list. See Create Child Choice List for details.

5. App

Select the application where this Choice List will be used.

Next, create your choices using one of the following methods:

1. Creating Choices One at a Time
2. Creating Choices in Bulk

Create Choices One at a Time

To create a short list or add items to an existing one, click the ‘Add’ button. Enter the name of your new choice in the pop-up window and click ‘Save’.

Create Choices in Bulk

For initial setup, the ‘Add Bulk’ option is recommended. It allows you to create multiple choices at once.

You can type or paste choices (e.g., from Excel). When finished, click ‘Save’—all entries will be added at once.

Delete/Deactivate Choices in Bulk

You can delete or deactivate multiple choices at once. On a Choice List detail page, select the checkboxes next to choices. The Delete and Deactivate buttons will become available.

Unique Values

Each choice includes a “Unique Value” field. This is used for referencing options in custom code.

For example:

[
  {
    field_name: 'sales_stage',
    operator: 'includes',
    values: ['in_development']
  }
]

Add Color to Your Choice List

You can assign colors to each choice to make them easier to distinguish, such as different sales stages.

For example, assigning colors to Opportunity stages improves visibility at a glance.

Create a Child Choice List

To set up a Choice List for a dependent field:

• Name your list and choose sorting (Order or Alphabetical).
• Enable ad-hoc creation if you want users to add choices directly in forms.
• Link it to a parent list to create dependent relationships (e.g., Subindustry based on Industry).

After setup, create sub-choices for each main option:

• Click ‘Add New’.
• Enter the sub-choice name.
• Optionally assign a value.
• Choose an optional icon and color.
• Select the corresponding parent choice.
• Click ‘Save’ and repeat as needed.

Edit Choice Lists

After creating a Choice List, you can edit it at any time.

Click the Edit (pencil) icon on the left side of the list.

Remember to save your changes.

Note: The ‘Allow Ad-hoc Creation’ option is only available when Order Type is set to Alphabetical.

Delete Choice Lists

To delete an entire Choice List, open the options menu and select ‘Delete’.

You can also delete individual choices by editing the list and selecting the menu next to a specific entry.

If a choice is in use, you will be prompted to assign a replacement value before deletion.

Deactivate / Activate Choice Lists

To deactivate or reactivate a choice:

• Open the Choice List.
• Select the choice.
• Click ‘Deactivate’.

To reactivate, enable Show Deactivated to view inactive choices.

Note: Choices created by plugins cannot be deleted.

Export Choice Lists

Click the Export button on the top-right of the Choice List detail page to export it to CSV.