Map Dependency Fields in Zoho CRM using APIs
Welcome back to another week of Kaizen!
Map dependency fields with a use case
- Parent Field - Issue Type: The value chosen here determines which options appear in the dependent field.
- Child Field - Sub-Issue: The available options change dynamically based on the selected value in the parent field.
Issue Type | Sub-Issue |
Login Issue | Forgot Password, Account Locked, 2FA Not Working |
Payment Issue | Credit Card Declined, Refund Not Received, Double Charge |
Feature Request | New Integration, UI Enhancement, Report Customization |
Without map dependency
Without configuring a map dependency, the Sub-Issue picklist would always display all available options - regardless of the selected Issue Type. For example, users might see options like Forgot Password, Double Charge, and Report Customization all at once. This can easily confuse users and lead to incorrect selections, such as choosing Double Charge under Login Issue.With map dependency
With mapping dependencies, you can guide users to make correct selections by showing only the relevant options in the child field based on the option selected in the parent field.Mapping picklist options in UI
- Go to Setup → Customization → Modules and Fields.
- Select the desired module. In this case, Support Cases.
- Click the ⋯ (more) icon next to the module name.
- Select Map Dependency Fields.
- On the Map Dependency Fields page, click the New button to create a new dependency.
- Choose the Parent Field and Child Field you want to map.
- Click Next button.
UI options mapping viewMapping picklist options via API
- Modules Metadata API - To know the API name of the module.
- Endpoint: GET - /settings/modules
- Here, the API name of the Support Cases module is Support_Cases.
- Layouts Metadata API - Since dependencies are layout-specific, this API helps you identify the layout ID and all the available picklist fields for mapping. It also provides detailed metadata such as the layout ID, field IDs, and the corresponding picklist value IDs.
- Endpoint: GET /settings/layouts?module=Support_Cases
Create Dependency using the POST Map Dependency
{ "map_dependency": [ //Array that contains one or more dependency mappings { "parent": { // Mandatory - Represents the parent picklist "api_name": "Issue_Type", //Mandatory - API name of the parent field "id": "5725767000007985243" // Mandatory - Unique ID of the parent picklist }, "pick_list_values": [ //Mandatory - List of parent picklist values and their corresponding child mappings { "display_value": "-None-", "maps": [ { "display_value": "-None-", "actual_value": "-None-", "id": "5725767000007985204" } ], "actual_value": "-None-", "id": "5725767000007985249" }, { "display_value": "Login Issue", "maps": [ { "display_value": "Forgot Password", //Label shown in the UI for the parent value "actual_value": "Forgot Password", //Actual stored value of the parent picklist option "id": "5725767000007985185" //Mandatory - Unique ID of the parent picklist option }, { "display_value": "Account Locked", "actual_value": "Account Locked", "id": "5725767000007985187" }
], "actual_value": "Login Issue", //Actual value of the parent field's option "id": "5725767000007985242" //Mandatory - Unique ID of the parent field's option }, { "display_value": "Payment Issue", "maps": [ { "display_value": "Credit Card Declined", "actual_value": "Credit Card Declined", "id": "5725767000007985191" }, { "display_value": "Refund Not Received", "actual_value": "Refund Not Received", "id": "5725767000007985193" }, { "display_value": "Double Charge", "actual_value": "Double Charge", "id": "5725767000007985195" } ], "actual_value": "Payment Issue", "id": "5725767000007985244" }, { "display_value": "Feature Request", "maps": [ { "display_value": "New Integration", "actual_value": "New Integration", "id": "5725767000007985197" }, { "display_value": "UI Enhancement", "actual_value": "UI Enhancement", "id": "5725767000007985199" }, { "display_value": "Report Customization", "actual_value": "Report Customization", "id": "5725767000007985201" } ], "actual_value": "Feature Request", "id": "5725767000007985246" } ], "child": { //Mandatory - Represents the child field "api_name": "Sub_Issue", //Mandatory - API name of the child field "id": "5725767000007985186" //Mandatory - Child picklist field ID } } ] } |
{ "map_dependency": [ { "code": "SUCCESS", "details": { "id": "5725767000008174001" }, "message": "map dependency created", "status": "success" } ] } |
Retrieve the configured field mappings using the GET Mapped Dependency Fields API
{ "map_dependency": [ { "parent": { "api_name": "Issue_Type", "id": "5725767000007985243" }, "internal": false, "active": true, "id": "5725767000008180001", "source": 1, "category": 0, "pick_list_values": [ { "display_value": "-None-", "maps": [ { "display_value": "-None-", "actual_value": "-None-", "id": "5725767000007985204" } ], "actual_value": "-None-", "id": "5725767000007985249" }, { "display_value": "Login Issue", "maps": [ { "display_value": "Forgot Password", "actual_value": "Forgot Password", "id": "5725767000007985185" }, { "display_value": "Account Locked", "actual_value": "Account Locked", "id": "5725767000007985187" }, { "display_value": "2FA Not Working", "actual_value": "2FA Not Working", "id": "5725767000007985189" } ], "actual_value": "Login Issue", "id": "5725767000007985242" }, . . . ], "child": { "api_name": "Sub_Issue", "id": "5725767000007985186" } } ] } |
Update the existing mapped options using the PUT Mapped Dependency Fields API
{ "map_dependency": [ { "parent": { "api_name": "Issue_Type", "id": "5725767000007985243" }, "pick_list_values": [ { "display_value": "-None-", "maps": [ { "display_value": "Login Issue", "maps": [ { "display_value": "Forgot Password", "actual_value": "Forgot Password", "id": "5725767000007985185" }, { "display_value": "Account Locked", "actual_value": "Account Locked", "id": "5725767000007985187" }, { // mapped a new option to the existing mapping "display_value": "2FA Not Working", "actual_value": "2FA Not Working", "id": "5725767000007985189" } ], "actual_value": "Login Issue", "id": "5725767000007985242" } ], "child": { "api_name": "Sub_Issue", "id": "5725767000007985186" } } ] } |
Delete existing dependency using the DELETE Mapped Dependency Fields API
{ "map_dependency": [ { "code": "SUCCESS", "details": { "id": "5725767000008174001" }, "message": "map dependency deleted", "status": "success" } ] } |
Assigning picklist values using the Insert Records API
{ "data" : [ { "Name" : "Support Case 1", "Support_Case" : "Login Issue", "Issue_Type" : "Login Issue", "Sub_Issue":"Forgot Password" } ] } |
FAQs
- Map picklists within the main form, or
- Map picklists within the same subform.
Topic Participants
Subramanian K
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