Create Custom Options
If you want customers to add a name, pick a color, choose a date, or make any kind of custom selection on your product page, you're in the right place. This guide walks you through setting up your first Option Set from start to finish.
Creating an option set
Adding and configuring option fields
Assigning them to display on products
Step 1: Create a New Option Set
From the Infinite Options dashboard, click Create Option Set
Give your Option Set a name
An Option Set is a group of custom fields that appear together on a product page. For example, you might have one Option Set that includes a text field for engraving and a dropdown for gift wrapping.
Step 2: Add Your First Option
Click Add my first option. A picker will appear with all available input types.
Input Types
Text field
Customer types freely. Best for short responses like a name or monogram.
Large text
Multi-line text entry. Good for longer instructions or notes.
Number
Customer enters a number. The field only accepts numeric characters.
Radio options
Single selection. Always pre-selects the first value. If you need customers to make an active choice, use a dropdown with a placeholder instead.
Checkbox
Allows one or more selections.
Drop-down menu
Single selection. Add a placeholder to prompt customers to choose before adding to cart.
Swatch
Color or image selection. The first value is pre-selected by default. You can configure the field to allow multiple selections
Date picker
The customer selects a date using a calendar input.
Step 3: Configure Your Option
After selecting an input type, you'll land in the option editor.
Names
Label on Product is the text that appears above the field on the product page.
Label on Cart is the text that appears in the cart, at checkout, and on the order. You can keep it the same as the product label or shorten it for order management purposes.
Required
Check This option is required if the shopper must fill in or select a value before adding to the cart.
Preview
As you configure your option, the preview pane on the right updates live. Use the Product and Cart toggles to see how the option appears in both places.
Step 4: Adjust Optional Settings
These settings appear under the Optional section of the editor. Not all settings are available for every input type.
Default and placeholder
Default Value -- Pre-fills the field when the page loads. The customer can change it before adding to cart.
Placeholder Text -- Hint text shown inside an empty field. It disappears when the customer starts typing. Only the customer's actual input gets saved to the order.
Conditional logic When a customer makes a selection, the right follow-up options appear automatically, and anything that doesn't apply stays out of the way. See our guide on conditional logic for more info.
Help text Additional guidance shown to the shopper. Display it as a Tooltip (an info icon next to the label) or Inline (text shown below the field).
Character limits Sets the maximum number of characters a customer can enter. Useful for engraving or monogram fields with a physical limit.
If your option has selectable values such as a dropdown, radio buttons, checkboxes, or swatches, you can add a cost to any individual value by clicking the price icon next to it. See Increase the Cost of an Option for details.
Step 5: Add More Options
When you're done configuring an option, click Back to return to the Option Set. To add another option, click Add Option in the top right corner of the Options section.
Each option row has three icons on the right:
Eye icon -- Set rules for when this option shows or hides based on other selections. By default, all options are set to always show. See Conditional Logic for more.
Copy icon -- Duplicates the option
X icon -- Deletes the option
Step 6: Assign to Products
In the Assign to products section, select which products this Option Set should appear on. You can assign by: Tag, Vendor, Type, URL, Handle, or All Products.
Step 7: Save
Click Save. Your options may take a few minutes to appear on your storefront.
Not Seeing Your Options?
If your options don't appear on the product page:
Confirm the Option Set is saved
Check that it's assigned to the correct product
Make sure the Infinite Options app block is installed on your theme
If you need help with installation: [How to Install Infinite Options]
Explore More Features
Increase the Cost of an Option
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