Create custom options
You will create and manage all of your options in the Infinite Options dashboard. This guide walks you through how to make your first Option Set, choose the right input types, and assign your options to the products that should display them.
If you are just getting started, you may find it helpful to watch the video before moving into the step-by-step instructions.
Watch how to create custom options
This short walkthrough shows how to create an Option Set, add fields, and preview how everything will appear on your product pages.
Step 1: Create a new Option Set
In the Infinite Options dashboard, open the Option Sets section in the left sidebar.
Click Create Option Set.
Rename the Option Set to something clear and helpful.
An Option Set is a group of custom fields that will appear together on your product pages. When you first open the dashboard, Infinite Options will sync your Shopify products. When this finishes, you will see Catalog Sync Complete.
If this is your first time opening the dashboard, you may see a short syncing message. Infinite Options reads your product catalog so you can assign options correctly. When it is done, you will see Catalog Sync Complete.
Step 2: Create your first option field
Start by entering a value for the Label on Product, which will be the text that will appear above the option field on the storefront product page. It will act as a title for your option.
Clicking on the gray arrow or Label on Product will expand the option's configuration menu as well.
Hovering over the ⓘ icon next to any field on the dashboard will bring up information detailing what the field is used for.
The next step is to set the Label on Cart for your option. This will be the text that appears at the cart summary screen, checkout, and the order details page showing what the customer selected for this option.
Choose how shoppers will make their selection. You can use: • Text • Large Text • Number • Radio Buttons • Checkboxes • Drop-down Menu • Swatches
Each input type has its own settings. You can view a full explanation of each configuration here: Inputs and Field Settings
Add more values Click Add Another Option Value to add additional choices under the same option.
6. Add more fields Click Add Another Custom Field to create more options inside the same Option Set.
Step 3: Use Advanced Settings (Optional)
Advanced settings give you more control over how your options work. These vary by input type and may include:
Class Name: Used only if you plan to add custom code. If you are not using custom code, you can leave this blank.
Default Value: The value that will already be selected when the shopper first lands on the product page.
Character Limit: The maximum number of characters a shopper can type into the field.
Required Fields: Choose Yes if the shopper must fill out this field before adding the product to their cart. Choose No if it is optional.
Placeholder Text: Light text that appears inside a field before the shopper enters anything.
Min/Max: Sets the minimum and maximum number allowed in a Number input field.
Min/Max Selections: The minimum/maximum number of checkboxes that must be selected. (Must be a required field)
Allow Multiple Selections of Swatches: If set to No, swatches behave like radio buttons and only one can be selected. If set to Yes, they behave like checkboxes and multiple selections are allowed.
Conditional Logic: Shows or hides specific fields based on what the shopper selects in other fields. You can visit the full guide here:Conditional Logic
Help Text: Extra text that gives shoppers more information about the option. You can show this as a small question mark icon next to the label or as text below the field.
Step 4: Assign your Option Set to products
At the top of the Option Set, define your assignment rule. This determines which products will display the options you just created.
You can assign options by: • Product • Variant • Collection • Vendor • Tag
9. After completing the option's configurations, you can head back to the light-blue section near the top of the Option Set.
10. Specify the products you'd like the options to display on by defining an assignment rule. Check out this other article to learn more about assigning your options to your products.
11. Lastly, don't forget to Save your changes.
Step 5: Save your work
Click Save. Options may take a few minutes to appear on the storefront.
If your options are not appearing after a few minutes, check the installation instructions to confirm the Infinite Options app block is installed correctly on your theme.
Adding options that include an additional cost
If you want an option to increase the price, there is a built-in way to add a cost.
Click here to learn more about the price add-on feature.
Looking to add customization: Click to learn more:
Date picker: A calendar option that lets your customers easily select a date.
Swatches: Display a color or pattern on an option.
Conditional Logic: Display or hide options based on their previous option selections.
Use Conditional Logic with Swatches: Display swatches based on a specific selection.
Creating a Variety Pack: Set up multiple drop-down menus so your customers can select different scents or flavors for a variety pack product
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