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Created by Sophie Ramsden
Created on Apr 23, 2025

Define and share predefined choices with custom fields

What is the challenge?

We've defined a set of custom fields as Predefined Choice Lists which all have a common set of Choices. The fields are to show levels of Platform Adoption across workspaces. We have ~13 platform services and want to visualise adoption across the workspaces

What is the impact?

Whilst initial set up is relatively easy as fields can be copied, any subsequent edits (new values, colour changes etc) can be time consuming.

It is also very difficult to visualise this set of fields on a chart as the values are not shared. I'm trying to bring all of the fields onto a chart to show adoption, IE % of products at each level for service A, service B etc

Describe your idea

In excel you can define a set of data values and use list validation to pick from a common list. This would be great if then these values can be visualised in charts etc.

  • ADMIN RESPONSE
    Apr 23, 2025

    Thank you for your idea. This is currently possible for Enterprise+ customers by using custom tables. You can define the choices in a custom table and then add many-to-many or many-to-one custom fields in your layouts. The choices in the field will then pull from the same custom table source.

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  • Sophie Ramsden
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    Apr 30, 2025

    This doesn't quite resolve the problem. I've been working with Stuart Blair who has come to the same conclusion. I created a Custom Table as suggested to store the values and shared that table with 14 custom fields. When trying to visually show in a chart, what percentage of fields using those shared values by value, it was only possible to show one of those custom fields.