New table entries not showing up as options in Custom Field dropdown menu

Question

I am trying to add new table entries to a Custom Field in RENXT.

From web view, I click Settings > Tables. I select the table I want to add entries to, click "New Entry", and add the entry.

This is all I've had to do in the past, but now I'm wondering if I'm missing a step? When I go to a constituent record and add a Custom Field, I cannot find the entries that I just added in the dropdown menu. I have no idea what else to do. Anyone else having this issue?

Joe Moretti · Accepted Answer

You are mixing up Tables and Custom Fields, which are different. If you are doing Custom Fields, you need to go to Custom Fields, not Tables.

Aldera Chisholm · Accepted Answer

It's easy to get confused between Tables and Custom Fields. Sounds like you created a Table instead of a Custom Fields.

This is my flow when I need a new custom field when I want the value field to be from a Table: Go to Settings / Custom Fields, click to create a new Custom Field. It will ask for Data Type which will be Table. Then for Table Name, click +New and add the Table Name there. That will populate it under Tables, so you can then go into Tables and add whatever drop-down menu items you wish to see in that Table. Hope that helps!