Dropdown fields are reusable lists of options — risk ratings, document types, jurisdictions, statuses — that you reference from workflow items, custom client fields, and AML questionnaires. Define a dropdown once and every place that uses it shares the same options. Update the dropdown later and every reference updates automatically.

Create a dropdown field

  1. Open Settings > Dropdown Fields.
  2. Click + Add Dropdown Field.
  3. Enter:
  • Name — what this list represents (e.g. "Risk Rating", "Document Type", "Source of Funds").
  • Options — the choices users will pick from. Click + Add Option for each, type the label, and press Enter to commit.
  1. Drag options by the handle to reorder. The order here is the order users see in dropdowns.
  2. (Optional) For each option, set a risk weighting (Low, Medium, Medium-High, High). This is used when the dropdown is referenced in an AML questionnaire — the risk weighting feeds the assessment's overall risk score.
  3. Click Save.

Use a dropdown elsewhere

When you add a field that supports dropdowns — a workflow item, a custom client field, or a question on an AML questionnaire — pick Existing dropdown and choose your saved dropdown. The field uses the same options, and any future change to the dropdown ripples through every reference.

Edit or archive a dropdown

  1. Open Settings > Dropdown Fields.
  2. Click the dropdown name to edit:
  • Add new options.
  • Rename existing ones.
  • Reorder via drag and drop.
  • Remove options that should no longer be picked.
  1. Click Save.

To take a dropdown out of circulation without losing historical data, click Archive from the action menu — the dropdown is hidden from new field pickers, but existing references continue to render their saved option correctly.

Delete an option safely

Removing an option that is already in use is allowed, but the saved value on existing records will appear as the option's old text (and is read-only). If you need to keep historical records visible, archive the dropdown instead of editing destructively.

Tip: A small, well-named library of shared dropdowns beats reinventing the same list across every field. Audit common patterns once a quarter — many firms find they have three near-identical "Risk Rating" lists that could be merged into one.

Note: Dropdowns are organisation-wide. There is no per-client or per-team scoping. If you need different option sets for different teams, create separate dropdowns with descriptive names (e.g. "Risk Rating — AML" vs "Risk Rating — Audit").