Selection fields
Selection fields let a record pick from a defined set of choices. They keep data consistent, filterable, and automation-friendly — far better than free text for anything with a fixed set of values.
Defining options
Single select, Multi select, and Radio button share an options list. Each option has:
- a color — the colored chip shown on records,
- a label — what people see,
- a value — what's stored and sent to the API (set when the option is created).
Keep a stable value while renaming a label and your filters, automations, and integrations keep working.
Single select
One option from the list, shown as a dropdown.
- Use for: category, type, priority, stage — longer lists of mutually exclusive choices.
- Can serve as a record's primary label or key field.
Multi select
Several options from the list.
- Behaves: shows multiple colored chips; filter with is any of / is none of.
- Use for: tags, attributes, applicable regions.
Radio button
One option, shown as inline radio buttons rather than a dropdown.
- Use for: short, always-visible either/or choices (2–4 options).
- Single select vs. Radio button: both store one choice — radio shows every option inline; single select saves space with a dropdown.
Checkbox
A single true/false value.
- Behaves: a simple toggle; filter by checked/unchecked; can drive automation.
- Use for: flags like Active, Approved, Done. For several independent yes/no flags, use several checkboxes or a Multi select.
