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New Idea

Converting custom field data type from String to Dropdown

Related products:CS Data Management & Integrations
  • January 19, 2024
  • 1 reply
  • 68 views

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I want to be able to convert a custom field data type from String to Dropdown. 

Our use case is that as our business has matured, we have been able to standardize ways we are tagging a customer. So what previously was free form, and semi-standardized, can be put into a dropdown. This is especially needed for users to be able to select multiple values in a Dashboard or report filters.

A driver for my business is that we are integrated with Salesforce, and in Salesforce the Admins have this functionality (Text to Picklist): https://help.salesforce.com/s/articleView?id=sf.fields_converting_field_to_picklist.htm&type=5. I want to be able to match this ease to convert!

Without this functionality, I instead need to create a new field, and update any reports, JO’s, Dashboard filters, DD’s, etc. to use the new Dropdown field. In my case right now, this will take probably 3 - 5 hours! 

1 reply

kstim
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  • Helper ⭐️⭐️
  • January 19, 2024

This is a great idea and if implemented, would be a huge time saver!