Map Dependency Fields in Zoho CRM using APIs

Map Dependency Fields in Zoho CRM using APIs




Hi Everyone!!

Welcome back to another week of Kaizen series!

Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helping users solve real challenges through these Kaizen series.

This week, we will explore the Map Dependency Fields in Zoho CRM, and how you can configure and manage them using Zoho CRM APIs.

Map dependency fields with a use case

In Zoho CRM, dependency fields are also called picklist dependencies. They create a relationship between two picklist fields. A controlling field is the parent field, and a dependent field is the child field. The option chosen in the parent field decides which options should be shown in the child field. Helps you to make easy data entry and maintain cleaner with only relevant options.

In many businesses, one field’s options depend on another. For example, if your support team tracks Issue Type and Sub-Issue, showing all sub-issues at once lets users select incorrect options. A user might accidentally choose Payment Failed under Login Issue. This results in incorrect data selection and makes confusion in records.

Dependency fields solve this problem by creating a parent-child relationship between two picklist fields.

Let us consider the Support Cases module, where two picklist fields are already created:
  1. Parent Field - Issue Type: The value chosen here determines which options appear in the dependent field.
  2. Child Field - Sub-Issue: The available options change dynamically based on the selected value in the parent field.
Below table shows the picklist fields along with their respective options.

                            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

By mapping these fields, CRM users see only the Sub-Issue values relevant to the selected Issue Type.

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

You can map picklist field options directly from the Zoho CRM user interface.
Follow these steps:
  1. Go to Setup → Customization → Modules and Fields.
  2. Select the desired module. In this case, Support Cases.
  3. Click the ⋯ (more) icon next to the module name.
  4. Select Map Dependency Fields.
  5. On the Map Dependency Fields page, click the New button to create a new dependency.
  6. Choose the Parent Field and Child Field you want to map.
  7. Click Next button.


      8. Add option mappings to define which child field options should be shown based on the option selected in the parent field, then Save your configuration.

UI options mapping view

Mapping picklist options via API

Before mapping the options, you must need the following APIs :
  1. Modules Metadata API - To know the API name of the module.
    1. Endpoint: GET - /settings/modules
    2. Here, the API name of the Support Cases module is Support_Cases.
  2. 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.
    1. Endpoint: GET /settings/layouts?module=Support_Cases

Create Dependency using the POST Map Dependency

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency?module=Support_Cases

Request Method: POST

Input JSON
Each object in the map_dependency array requires a parent field, a child field, and a pick_list_values array that maps each parent option to its relevant child options.


{

    "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

            }

        }

    ]

} 


Sample Response 

{
    "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

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency/5725767000008174001?module=Support_Cases

Request Method: GET
Sample Response

{
    "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"
            }
        }
    ]
}
You will get a JSON structure containing all dependency mappings. Check if your parent and child fields appear as configured.

Update the existing mapped options using the PUT Mapped Dependency Fields API

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency/5725767000008174001?module=Support_Cases

Request Method: PUT

Input JSON

{

    "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

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency/5725767000008174001?module=Support_Cases

Request Method: DELETE

Sample Response


{
    "map_dependency": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "5725767000008174001"
            },
            "message": "map dependency deleted",
            "status": "success"
        }
    ]
}



Assigning picklist values using the Insert Records API

When you insert a record, you can directly pass the picklist option’s display value (not the ID) in the request body.

Request URL: {api-domain}/crm/v8/{module_api_name}
Request Method: POST

Sample Input 

{

    "data" : [

        {

            "Name" : "Support Case 1",

            "Support_Case" : "Login Issue",

            "Issue_Type" : "Login Issue",

            "Sub_Issue":"Forgot Password"

        }

    ]

}


Note: When creating or updating records via API, CRM does not validate the dependency relationship between parent and child picklist values.
To ensure data consistency and prevent data loss, always use the Get Map Dependency API before creating or updating records and to know correct mappings as well. This helps you retrieve the correct parent–child mappings and pass only valid picklist values in your API requests.

FAQs

Q1. Is the Map Dependency field supported in subforms?

Yes. You can configure dependency mappings for picklist fields within subforms as well. The Map Dependency Fields API supports creating parent–child picklist relationships directly inside a subform. To do this via API, use the subform’s API name as the module name when making the dependency mapping call.
This ensures that the dependency is created specifically for the picklist fields inside that subform, not the main module.

Q2. Can I keep the parent field in the main form and the child field in the subform?

Not currently. As of Zoho CRM API Version 8, cross-level mapping where the parent field is in the main form and the child field is in a subform, or vice versa is not supported neither via the UI nor through the API.

You can only:
  1. Map picklists within the main form, or
  2. Map picklists within the same subform.

Q3. What happens if I delete a picklist value that is part of a dependency?

If you delete a picklist option, the corresponding mapping will be automatically removed from the dependency.


Q4. What happens if I rename a picklist value that is part of a dependency?

If you rename a picklist option, the dependency will be automatically updated with the new option label.



We hope this post helps you learn more on mapping dependency fields in CRM using Zoho CRM APIs. Try it out, and let us know your experience in the comment section or reach out to us at support@zohocrm.com 

Stay tuned for more insights in our upcoming Kaizen posts!



    • Recent Topics

    • How to check Leads with no Task (open activity)

      Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

    • What can we do on our end to improve the Answer bot answers?

      Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

    • How to upload file to Connect using API?

      Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

    • Group Tax in Service Line Items

      Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

    • FSM Improvement Idea - Show an Import button when there is no data

      I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

      I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

    • Access token generate from the refresh token not working for API

      Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Limiting search or dependencies with an asterisk "*".

      I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields

    • Cross Data Center Support for 1:1 Chats with External Users

      Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this

    • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

      Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or

    • Regex in Zoho Mail custom filters is not supported - but it works!

      I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

    • Importing a new list into campaigns

      I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite

    • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

      when I email a invoice how can i see it was sent and also were i can go to see all emails sent?

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • CRM Blueprint Notification by Cliq

      Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs

    • Zoho People Attendance Regularization – Wrong Total Hours Displayed

      While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

    • Sync Contacts in iOS

      What does the "Sync Contacts" feature in the iOS Zoho Mail app do?

    • Live webinar: Craft the ideal sales pitch deck with Show

      Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!

    • Project Statuses

      Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

    • 👋 Welcome to the Zoho MCP Community

      Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

    • DNS Manager

      Where Can I find my DNS manager so I can link this to click funnels or AWEBER

    • How do I sync multiple Google calendars?

      I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

    • Need to extract date from datetime field

      I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions

    • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

      Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

    • additional accounts

      If I brought 5 emails to my account. Can I later buy additional emails.

    • Issue in Zoho People Regularization – Incorrect Hour Calculation

      I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect

    • Why I am unable to configure Zoho Voice with my Zoho CRM account?

      I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.

    • Issue with Hour Calculation in Zoho People Attendance Module

      I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

    • Cliq Meeting Calls No Audio and Screen Share

      When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the

    • Work anniversary and birthdays on connect

      Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one

    • Alias Email Id already exists

      Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav

    • Feature Request: Ability to Set a Custom List View as Default for All Users

      Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

    • Adding Multiple Products (Package) to a Quote

      I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

    • webinar registration confirmation are landing in SPMA folders

      I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Multiple organizations under Zoho One

      Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Unbundle feature for composite items

      We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form

    • Next Page