Overview

This article will show you how to create a new Custom Option Set. Custom option sets function similarly to entering your own option set on the form. You can either manually add your own options or you can upload a CSV. The benefit of adding the custom option set is that these can now be added to any form and if the custom option set needs to be changed that change only needs to be made once, and the forms will automatically update to use the new option set.

View the Create a URL or Hosted API Options Set article for information on how to create an option set using the URL or Hosted API sources. 

Instructions

1. Navigate to Option Sets
   
   
2. Click the + button in the bottom right corner
   
   
3. Choose the Custom option
   
   
   • Note: Learn how to create an option set using the URL or Hosted API sources. 
4. Add an Options Set Label
   
   
   • Note: This is the name the user building the form will see when they add it to a form so we recommend keeping this short but descriptive.
     
5. Select the Environment you wish to add the option set to
   
6. Choose Upload CSV to import a file or click Add Option to manually add options
   
   
   • Note: View an example CSV file. 
7. Adjust Color and order as needed
   
8. If applicable, select Copy to Environment to copy the option set to another environment
   
9. Click Save
   
   
10. You can now add the Custom option set to a form
    

Resources

• Option Sets Overview
• Create a URL or Hosted API Options Set
• Create a Form