Organization settings

How do I create a select custom field in LOXA?

Choose Select as the field type and enter its choices. Users can choose one consistent value.

For
Organization owner, Organization admin
Updated
August 9, 2026
LOXA Organization settings screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Organization settings workflow in your LOXA role.
  • Have short, mutually exclusive options ready before you begin.

Step by step

  1. Sign in to LOXA and open Organization settings.

  2. Choose Select as the field type and enter its choices

  3. Enter or review short, mutually exclusive options.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that users can choose one consistent value.

What should happen

Users can choose one consistent value.

Open this workflow in LOXA