How to create a Text Dropdown

A text dropdown is like a database of all the standard and frequently used text in the system. 

You can save the text under Text Dropdowns and it will be available when you click on [...] option

Step 1: Go to Setting 

Step 2: Click in “Text Dropdowns”

Step 3: Click in +Add, below screen will populate

Step 4: Select the Text Type from the list.

Step 5: Select Module

Step 6: Write a short description of your Text dropdown

Step 7:  Write Details, Insert Placeholders

Note: Placeholder - Placeholder is a list of data fields available on-screen(SO/PO/Shipment). While creating a Text dropdown, You can select the fields by name from the list by clicking on Selected Placeholder will capture value from the data field and populate it in the Details. This will reduce retyping and manual typing errors.

Step 8: Click Save, the text will be saved and available in the dropdown list on the selected module.

Note:  If Common text value which required to be used under all modules and Partner/Customer profile, then select Module as --ALL-- to reduce multiple entry creation and referring to same text value at different modules in application. 

Example - Incoterms, Bank Details, Container description etc.