Tip no 51 Use Nested Picklists for cleaner forms

Tip no 51 Use Nested Picklists for cleaner forms



Are you looking for a dropdown field that branches out with multiple child options? Zoho Sprints supports Nested Picklist where you can create a parent-child relationship to navigate the users seamlessly with the required options. This ensures that the right information is added and with uniformity. When a parent option is selected, the field dynamically displays all relevant child options.

Benefits of nested picklist 

  1. Users do not have to scroll through all the random options
  2. Prevents human errors and provides more lucid information
  3. Automation can be even more precise. 
For instance, when issues are raised, they must be categorized to ensure that the issues are assigned to the  right user. You can achieve this by creating a nested picklist field in the layout. Let us name the nested picklist as 'Issue Categorization'.
 
The first step after adding the nested picklist is to create the parent picklist:
  1. Frontend
  2. Backend
  3. DevOps / Infrastructure
Next, step 2 includes choosing a child category:
 
If you select Frontend as your parent picklist, the child picklists will be:
  1. UI Alignment
  2. Broken Button
  3. UI Literals
  4. Unresponsive layout
If you select Backend as your parent picklist, the child picklists will be:
  1. API Error
  2. Database Timeout
  3. Authentication Fail
  4. Data Sync Lag
If you select DevOps / Infrastructure as your parent picklist, the child picklists will be:
  1. Server Downtime
  2. CI/ CD Pipeline Failure
  3. SSL Certificate Expired
  4. SSL/ Domain Issue
Add Nested Picklist to your layout 
  1. Navigate to Zoho Sprints.
  2. Go to Settings.
  3. Select Custom Layouts under Customization.
  4. Select a module and click open the required layout.
  5. Drag and drop the Nested Picklist field to the layout.
  6. Build your parent categories and child categories in a hierarchy.
    Note: Use '>>' between each value to create a hierarchy of nested values. You can add up to 5 levels.
    Based on our current example:
    1. Frontend >> UI Alignment
    2. Frontend >> Broken Button
    3. Frontend >> UI Literals
    4. Frontend >> Unresponsive layout
    5. Backend >> API Error
    6. Backend >> Database Timeout
    7. Backend >> Authentication Fail
    8. Backend >> Data Sync Lag
    9. DevOps / Infrastructure >> Server Downtime
    10. DevOps / Infrastructure >> CI/ CD Pipeline Failure
    11. DevOps / Infrastructure >> SSL Certificate Expired
    12. DevOps / Infrastructure >> SSL/ Domain Issue
  7. Click Create in the Nested Picklist form.
  8. Click Save in the Edit layout page.
Check out the video below to see how to add a nested picklist to your layout.