How to Use the Dropdown Field
What you will achieve in this guide
Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.
Use Dropdown for one answer from a list while keeping the form compact. This guide explains setup, a practical example, and how to check the result on your Shopify storefront.
When to use it
Choose this type when you need one answer from a list while keeping the form compact. Choose the type before configuring mappings, visibility conditions, or approval rules that depend on the answer.
Before you begin
Open the intended form in Rivio B2B Registration Forms and confirm its name and storefront slug. Inspect template fields and smart-block sub-fields so you do not ask for the same information twice. Use dummy details for your first test.
Set up Dropdown
In the form builder, select Add field and choose Dropdown.
Expand its settings and enter a clear label or heading, such as Buyer type.
Enter mutually clear options and use an empty prompt if offered so applicants actively choose. Review Required and any dependent conditions after setting the final option text.
Drag the element into the intended position. If the form uses steps, review its assigned step.
Select Save, preview the form, and confirm the actual storefront page loads this saved form’s slug.
Example
Question or content: Buyer type
Example: Retailer, Distributor, Trade professional
Adapt this example to the information your team needs. Use help text to explain the expected answer, and require it only when your review process needs it.
Test and expected result
Select one option, submit, and confirm one answer is recorded. If the selection controls another field, test a matching and nonmatching option.
Expected result: the saved application contains the intended answer. Any configured visibility, rule, or mapping is checked separately; collecting an answer does not itself approve an applicant.
Limitations and important behavior
Dropdown is single choice. Use Checkboxes when several selections are valid. Renaming options can require reviewing existing visibility and approval comparisons.
Troubleshooting
If a condition does not match, compare its saved value with the exact selected option. If buyers keep choosing an unsuitable option, revise overlapping labels or add clear help text.
Screenshots to add
- Screenshot placeholder: Builder with Dropdown expanded, showing Buyer type and the applicable saved settings.
- Screenshot placeholder: Dummy submission showing the example answer; include the storefront input if it helps explain selection or validation.
Related guides
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