Dropdown values

Hi,

I have a dropdown where I would like to remove old options and add new options.

What will happen to the historical data in this case? Will SugarCRM database keep the old data even if I delete the options or will it remove all old data?

Thanks!

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  • There are three options I've used for this scenario:

    1. as Pawel correctly says, you can remove the value/label pair from the dropdown list. The downside is that if someone edits that field, they can't retain the old value. This can cause a problem if you intend to keep the old values on records.

    2. You can edit the value/label pair in the dropdown list so that the label is now different, but the key is still the same, i.e. instead of option1/"Option One" you might now have option1/"XX Option One XX". The advantage is that you won't lose information, but the disadvantage is that it can look ugly.

    3. You set the field to be a dependant dropdown, that is dependant on a Parent Dropdown, You might want a new custom dropdown list to control for this.

    For example, the following screen snippet shows that you can only select 'current' values for this contact:

    Only current values are selectable

    But for this contact, any and all values are selectable:

    Any values are selectable

    You might want to put the "Dropdown Control" field on a tab, or have it's visibility restricted.

    Ben.

    Ben Hamilton (more)