If a client changes a field in Custom Field Sets, this is a dropdown field and hits sync will it keep the current selection and update the other options? Y
Yes, the plan works, as long as she picks the right sync button. When she adds new options to a dropdown and hits sync, there are two choices:
- "Sync Records" → adds the new options and keeps whatever each record already had selected. ✅ This is the one she wants.
- "Sync and Override Records" → adds the options but wipes everyone's current selection back to default. ❌ Not this one.
So: choose "Sync Records" and existing selections stay put while the new options become available.Two heads-ups (both fine since she's only adding options, not deleting):
- Adding options is safe. Deleting an option that records are already using leaves them with a "ghost" selection that's no longer in the list — so avoid deleting.
- Edit the options, don't rename the field. Renaming makes the system treat it as a brand-new field (old one stranded, new one empty).
Bottom line: add the options → hit "Sync Records" → everyone keeps their current pick.
Recording 2026-08-18 153200.mp4