Use Multiple Options with 4 how-to topics, including creating a field and entering several options; choose a topic from the index and follow the entry path and steps below.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Multiple Options field | Free |
| 2 | 2. Enter several options | Free |
| 3 | 3. Edit existing options | Free |
| 4 | 4. Filter and review by one option | Free |
How-to Guide
1. Create a Multiple Options field
Entry path: Tap the table header → Edit → Field Type → Multiple Options
- Open the smart table and find the header where you want to set the field.
- Tap the target table header.
- In the floating toolbar, tap Edit.
- In the field editing window, tap Field Type.
- Select Multiple Options.
- Set the field name and confirm to finish creation.
Success Criteria
- Interface result: A new Multiple Options field column appears in the table.
- Next action available: You can tap a cell in that column and continue adding or selecting several preset options.
Tips While Using
- Common mistake: If the wrong header is selected first, you may edit a different field.
- Environment note: You need edit permission for the table.
2. Enter several options
Entry path: Tap the table header → Edit → Add Option
- Tap the header of the target Multiple Options field.
- In the floating toolbar, tap Edit.
- In the field editing window, tap Add Option.
- Enter the new option text.
- Assign a color tag if needed.
- Repeat until all required options are added.
Success Criteria
- Interface result: The field settings show several available options.
- Next action available: In a record cell, you can select more than one option that has been added.
Tips While Using
- Common mistake: If option names are too similar, later filtering becomes harder to read.
- Environment note: If you want the changes to sync across devices, keep the network available and stay signed in.
3. Edit existing options
Entry path: Tap the table header → Edit → Edit options
- Tap the header of the Multiple Options field.
- In the floating toolbar, tap Edit.
- In the field editing window, tap an existing option.
- Change the option text or color tag.
- Press and drag the option to adjust its order.
- Save the changes and return to the table.
Success Criteria
- Interface result: The updated option name, color, or order is shown.
- Next action available: Records can still display and use the edited options normally.
Tips While Using
- Common mistake: Before renaming an option, check whether the new wording still matches existing records.
4. Filter and review by one option
Entry path: Use grouping or filtering in the Multiple Options field
- Open the table that contains the Multiple Options field.
- Find the field you want to review.
- Choose grouping or filtering by a single option.
- Review all records that include that option.
- Continue organizing, counting, or following up based on the result.
Success Criteria
- Interface result: The table shows only records that include the selected option, or records are grouped by that option.
- Next action available: You can continue reviewing, editing, or exporting the filtered records.
Tips While Using
- Common mistake: If option names are inconsistent, the filter result may be split across similar labels.