How do I update the dropdown options (e.g., plan names) in my Intake CRM workflow inputs?

Dropdown inputs within Intake CRM workflows — such as "Plan Selected," "Plan Name," or similar plan-related fields — are configured at the workflow level by Bolt Support. If you need to add new options, remove outdated options, or reorder the values in a dropdown input, follow these steps:

1. Identify the exact location(s) of the dropdown(s) that need updating. Note the specific Workflow name, Status name, and Input name. For example: "Plan to Plan → MLTC Authorization → Plan Selected." If the same dropdown appears in multiple workflows or statuses (e.g., Plan 1, Plan 2, Plan 3 across several workflows), list every instance that needs the update.

2. Prepare your full updated list of dropdown values. Clearly specify:

- Which options to add (mark as "add new")

- Which options to remove (mark as "remove")

- The desired order of all values in the final dropdown list

3. Submit a support request to Bolt Support with all of the details from steps 1 and 2. The more specific and complete your request, the faster it can be processed.

4. Bolt Support will update the dropdown values for each specified workflow, status, and input. Changes are typically applied promptly.

5. Retroactive updates: If you need the updated dropdown values to appear on existing/open cases (not just new ones), mention that you want the changes applied retroactively. Retroactive updates may take a few days to propagate across all existing cases.

Important tips:

- If the same plan dropdown exists across multiple workflows (e.g., Agency Transfer, Plan to Plan, HMO to MLTC Transfer, and their CDPAP variants), be sure to request the update for each workflow and status individually. Dropdown values are configured per input, so updating one workflow does not automatically update others.

- Double-check that your requested list is complete and in the correct order to avoid follow-up requests.

Dropdown configuration changes are not currently self-service and require Bolt Support to implement.