I have an option set called status. Some of the options in this set are “contacted”, “scheduled”, “waiting” etc. I want users to create their own options. Then display the option they created in a dropdown along with the options I created. The option they create should only reflect on their account. Other users should not be able to see options that other users create.
Is there a way to get this done? Any help would be much appreciated.
Thank you!
Hi there, @daniloffraf97… it’s well documented in the forum and elsewhere that users cannot add new options to an option set. If you need that functionality, you will have to use a custom data type, and you will be able to show users only the options they created by adding a privacy rule on the data type where the option’s creator is the current user. You will also need to have some way to identify the generic options so they can also be shown to the current user via the privacy rule.
Hope this helps.
Best…
Mike
Thanks for the response. Just to clarify, I will create a data type named Status and add all my options as fields. I believe I understand how to to set the privacy rule, but how do I give users the ability to create a field for the status data type?
No, all of your options will be created as things in the data type, and you will have a text field that stores each option’s label. When a user creates a new option (you will give them a user interface to do that), you create a new thing in the data type.
Hey Mike,
So I would have each option as its own data type?
It says on your profile that you’re open to coaching. Any way we can setup a quick call?
