How to add or update lookup options for a Custom Field?

Context

We have a lookup fields, sometimes referred to dropdown, tags or categories, against a module [e.g. risks, actions, incidents, etc]. System admins can update, create or disable lookup options from a custom field.

Important Notes

• You need to be a system admin to be able to follow the steps below.
• A lookup is not the same as an item lookup. A lookup is a field that you can customise the options, whereas an item lookup is a dropdown that pulls data from a CGR Platform table [e.g. users].
• When you edit an existing option, for example, the title. All records will display the updated title, this is useful since you make the changes across the board without needing to mass edit individual records.
• Should you wish to keep existing records with the existing title, but you want a new option to replace the old one, the best approach is to disable the one to be replaced, and create a new one.
• If you need to create a new field, please use the article 'Custom Fields'.

How to add or update lookup options for a Custom Field?

Please follow the steps below:

1. Navigate to the admin area, then select the custom fields.
   
   
2. In the search bar, type the name of the field you are looking for.
   
   
3. Click on the name of the field to access it.
   
   
   
   
4. To add additional options: Under lookup options, click on add.
   
   
   
   
5. Type in the name of the option you want to add. You can add multiple options at the same time.
   
   
   
   
6. Once you have added the necessary options, click on save to apply your changes.
   
   

7. To update a field, click on the pencil icon next to the field. You can update subtitles, colours, icons and more.
   
   
   
   

8. Make the necessary changes to the information. Click save.
   
   
9. To disable a field, use the toggle option provided.