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Dropdown Select Field

The Dropdown Select field lets customers choose one option from a predefined list during registration. It is suitable for collecting structured information such as business type, industry, preferred payment method, expected order volume, or customer category.

Select the Dropdown Select field in the registration form preview to open its settings.

Dropdown Select field settings in the WholesaleX Registration Form Builder.

Available Field Settings

Field Active

Enable Field Active to display the dropdown field on the registration form.

Disable it to keep the field in the form builder without showing it on the published form.

Required

Enable Required when customers must select an option before submitting the registration form.

Leave it disabled when answering the field should be optional.

Hide Label

Enable Hide Label to remove the field label from the registration form.

When the label is hidden, customers must understand the purpose of the dropdown from its options or surrounding content. Keeping the label visible is recommended unless the field’s purpose is already clear.

Exclude Role Items

Use Exclude Role Items to hide the dropdown field from selected user roles.

Click Choose Roles and select the roles that should not see the field. Leave the setting empty to display the field for all applicable users.

For example, you can display a Business Type dropdown for wholesale customers while excluding it from regular customer roles.

Field Label

The Field Label identifies the information customers need to select.

The default label is:

Select

Replace the default label with a more specific description, such as:

  • Business Type
  • Industry
  • Preferred Payment Method
  • Estimated Monthly Order Volume

A specific label helps customers understand what the available options represent.

Field Name

The Field Name is the internal identifier WholesaleX uses to store and process the selected option.

WholesaleX automatically generates a unique field name similar to:

select_1785227289125

You can replace it with a more descriptive value, such as:

business_type
customer_industry
preferred_payment_method

The field name must not contain spaces or special characters. Use lowercase letters, numbers, and underscores. Each custom field should also have a unique field name.

WholesaleX adds the wholesalex_cf prefix when storing the field as a custom field.

Options

Use the Options box to define the choices available in the dropdown.

Enter each option on a separate line using the following format:

value | Label

The value is the internal value stored after the customer submits the form. The label is the text displayed to the customer in the dropdown.

For example, a Business Type field could use:

retailer | Retailer
distributor | Distributor
manufacturer | Manufacturer
service_provider | Service Provider

In this example:

  • retailer is the stored value.
  • Retailer is the option customers see.
  • service_provider is stored without spaces.
  • Service Provider is displayed in a readable format.

Keep each value unique. Use lowercase letters and underscores for values when multiple words are required.

The default example options are:

val1 | Value 1
val2 | Value 2
val3 | Value 3

Replace these default entries with options that match the information you want to collect.

Help Message

Use Help Message to provide additional instructions for choosing an option.

Examples:

Select the option that best describes your business.
Choose your primary business industry.
Select your estimated monthly purchasing range.

A help message is optional. Add one when customers may need clarification about how to choose the correct option.

WooCommerce Options

The Dropdown Select field includes options for using the field in WooCommerce registration and billing forms.

Add WooCommerce Registration

Enable Add WooCommerce Registration to display the dropdown field on the default WooCommerce customer registration form.

Leave it disabled when the field should appear only on the WholesaleX registration form.

Add Custom Field to Billing

Enable Add Custom Field to Billing to include the dropdown field in the WooCommerce billing section.

Use this option when the selected information is relevant to checkout, billing, customer records, or order processing.

Required in Billing

Enable Required in Billing to require customers to select an option in the WooCommerce billing section.

Use this setting together with Add Custom Field to Billing. Leave it disabled when customers should be able to complete checkout without selecting an option.

Example Configuration

For a Business Type dropdown, you can use the following setup:

SettingRecommended value
Field ActiveEnabled
RequiredEnabled if needed for account approval
Hide LabelDisabled
Exclude Role ItemsExclude non-wholesale roles if needed
Field LabelBusiness Type
Field Namebusiness_type
Help MessageSelect the option that best describes your business.
Add WooCommerce RegistrationEnable if needed
Add Custom Field to BillingUsually disabled
Required in BillingDisabled

Add the following choices to the Options box:

retailer | Retailer
distributor | Distributor
manufacturer | Manufacturer
service_provider | Service Provider
other | Other

After configuring the field, click Save Changes and check the frontend registration form to confirm that all options appear correctly.

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