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What are they and what are they for?

Dynamic option databases are a key resource within the platform that lets you create custom and reusable option lists.

🧩 What are dynamic option databases?

They are data sets created by each company within the platform.
Unlike fixed lists, dynamic options can be updated at any time, and the changes are automatically reflected in all records where they’re used.

⚙ Main features

  • 🔁 Automatic update: any change in the database is immediately reflected in the associated records.

  • 🧠 Information centralization: saves you from having to manually modify each template or record.

  • 👥 Flexibility: you can create different types of databases depending on the type of information you need (text, users, or items).

  • 🔒 Access control: databases can be visible or editable only for certain roles or departments, depending on the permissions set.

✅ Types of dynamic databases

In the following articles you’ll learn how to create and set up each type:

  • Text: for custom lists with written information.

  • Users: to link people outside the company to incidents.

  • Items: to relate elements or products to each other.

🔍Where to find them?

  1. Go to settings

  2. Go to the databases module

    1. From the general settings

    2. Or from the dropdown in the main view

  3. Choose what type of database you want to view, edit, or create

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