Multiple Select

For instructions on how to access field types or how to add one, see Field Types.

Capabilities

• Define a fixed list of selectable options
• Allow users to select more than one option simultaneously
• Set a minimum number of required selections
• Mark the field as required
• Add a tooltip to guide users on what to select

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Setting it up

Step 1 — Give the field a name.

Step 2 — Add your options. Click Add option and type each value. You can reorder them by dragging, and edit or delete any option using the icons on the right.

Step 3 (optional) — Set a Number of minimum required options if you want to enforce that users select at least a certain number of items. Default is 0 (no minimum).

Step 4 (optional) — Enable Tooltip to add a helper text that appears when users hover over the field.

Step 5 (optional) — Check Required field to make this field mandatory before a record can be saved.

Step 6 — Click Create.

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Use cases and examples

• Tagging a task with multiple labels (e.g., "Bug", "Frontend", "High Priority")
• Selecting which teams are involved in a project
• Choosing multiple product categories for an item
• Marking which channels a campaign will run on

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Keep in mind

• The field does not allow users to create new options on the fly — all options must be defined in advance.
• If you delete an option that is already selected in existing records, that selection will be removed from those records.
• The minimum required options setting does not prevent saving unless combined with validation rules in your form or automation.
• Options are not ranked or ordered by selection — they appear in the order you defined them.

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FAQ

1- Can I allow users to type a custom option not in the list? No. Multiple Select only shows the options you define. If you need free-form input alongside selections, consider using a text field separately.

2- What happens to records if I rename an existing option? The option is updated across all records that already have it selected — the change applies automatically.

3- Is there a limit to how many options I can add? There is no documented cap, but keeping the list concise improves usability.

4- Can I set a maximum number of selections? No. The field supports a minimum required number, but not a maximum — users can always select all options if needed.

5- Can I use Multiple Select in filters and automations? Yes. You can filter records by whether a Multiple Select field contains, does not contain, or is empty, and use it as a condition in automations.