How can I convert a text field on a Dynamic File into a dropdown with dollar amount increments (e.g., $0 to $20,000 in $500 steps)?

Converting a text input field on a Dynamic File into a dropdown with predefined dollar-amount increments is a supported configuration change, but it must be performed by the Bolt HC Support team. Here's what you need to know:

How to request this change:

1. Submit a support ticket specifying the exact Dynamic File and field(s) you want converted.

2. Include the dollar range (e.g., $0 – $20,000) and the increment amount (e.g., $500, $2,000, $2,200, etc.).

3. Provide an example of how the dropdown options should appear (e.g., $0, $500, $1,000, $1,500…).

4. If the dropdown value should also populate onto a linked Dynamic File (such as an Application form), mention that in your request so the mapping is updated accordingly.

Common configurations agencies request:

- $0 – $10,000 in $500 increments

- $0 – $20,000 in $500 increments

- $0 – $20,000 in $2,000 increments

- Custom dollar values (e.g., $2,200 increments for tax-related forms)

Important: Data loss warning

When a text field is converted to a dropdown, any existing free-text data previously entered in that field will be lost. The stored text values will not automatically map to the new dropdown options. Before confirming the conversion, review whether any critical data currently lives in those text fields and export or note it as needed.

After the change:

Once completed, the field will display as a dropdown selector with your specified dollar amounts. Users (including caregivers via the Caregiver Portal, if applicable) will select from the predefined options instead of typing a value manually, which improves data consistency and reduces entry errors.

This change is typically processed quickly after confirmation. If you have multiple fields across different application types or provider types that need the same conversion, you can include them all in a single support request.