Color coding of picklist values 

Color Coding of Picklist Values 

Picklist fields provide users with a predefined set of values to select. This helps to ensure that the data entered in the system is consistent and standard. It also allows users to group and view similar records. For instance, in the Tickets module, the priority field is a picklist field with values such as "High," "Medium," or "Low," users can filter the tickets using these values to view the tickets that require urgent attention.

   

Using colors to distinguish values presents more benefits to the users.

  1. Efficient ticket prioritization - Improved visual representation makes identifying issues easy, thereby providing a better opportunity at prioritizing the important issues.
  2. Better data management - Improve data management efficiency by incorporating colors, enhancing the user experience through simplified comprehension and streamlined data control.
  3. Improved decision-making - It assists quick decision-making, especially when there is a large volume of tickets to be solved. Agents can save considerable amount of time by quickly identifying the issue type by looking at the color used. Based on that, as per the process, the tickets can be assigned to the right team for quick action.
  4. Enhanced grouping of data - Large datasets such as issue types and feedback entries can be easily categorized using color coding to distinguish various categories.


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Using color coding to identify records


Color-coded picklist fields can be useful in every business vertical. Let's take a look at a few examples.

  • IT support service - Differentiating issue types and severity of issues will help agents identify the show-stopper issues that are time sensitive, crucial, and require immediate resolution. They can save time by identifying the tickets with the help of colors instead of reading through the details. 



  • Inventory management - Admins can optimize inventory management by implementing a color-coded approach. This helps agents to easily monitor stock levels by assigning distinct colors to items, facilitating efficient tracking. 


Creating a color picklist field  

In Zoho Desk, colors can be used for both picklist and multi-select picklist fields, and can be applied to both standard and custom modules. The color picklist field is organization-specific, and once configured, it becomes visible to all users within the organization.


There are two ways in which colors can be added to the picklist values:


Points to remember

  1. The Status picklist field in the Tickets module cannot be colored.
  2. A maximum of 100 values in a picklist field can be colored.
  3. By default, 12 predefined colors are provided.
  4. For the Professional edition, a maximum of 5 colored picklist per module can be added to an organization.
  5. For the Enterprise edition, a maximum of 10 colored picklist per module can be added to an organization.
  6. Values of a nested picklist field cannot be colored. Also, this field cannot be changed into a colored picklist field.
  7. The Color picklist field is not supported for Products and Analytics modules.

To create a color picklist field

  1. Go to Setup > Customization > Layouts and Fields.
  2. Select the desired Module and Department from the dropdown.
  3. Choose a layout.
  4. In the right pane, drag and drop the Color PickList field from the Add Field tray.
  5. In the Color PickList window, do the following:
    1. Enter the layout name.
    2. Add the picklist values and set color.
    3. Enable the encrypt field, mark as required and show tooltip options, if required.
    4. Choose the desired help center access permission.
  6. Click Add.
  7. Click Save & Close.


To delete a color picklist field

  1. Go to Setup > Customization > Layouts and Fields.
  2. Select the desired Module and Department from the dropdown.
  3. Choose a layout.
  4. Click the setup icon in the existing color picklist field.
  5. Select Remove Field
    The color picklist field will be moved to the
    Unused Fields tray.
  6. Open the Unused Fields tray, select the color picklist field, and click the delete icon.


Converting a picklist field to a color picklist field

Users can convert an existing picklist field into a color picklist. The colored values are reflected wherever they were used previously (except Products and Analytics modules). However, the following points must be considered:

  • If the picklist field has more than 100 values, conversion to a color picklist is not possible.
  • If a picklist field already has a nested picklist option enabled, it cannot be converted into a color picklist field.

To convert an existing picklist field to color picklist

  1. Go to Setup > Customization > Layouts and Fields.
  2. Select the desired Module and Department from the dropdown.
  3. Choose a layout.
  4. Choose an existing picklist field.
  5. Click the setup icon next to the field.
  6. In the edit picklist field window, select Color Coded as the Picklist type from the dropdown.
    Add color-coded values and save the changes.



Viewing colored picklist values 

Color picklist values can be visible in both the list and detail views across various modules. Here are a few examples showing color-coded picklists in different modules.

  • Table and detail views in the Tickets module.



  • Detail view in the Customers module.



  • Table and detail views in the custom module.



Adjusting colors for user accessibility controls 

The color saturation can be optimized to —Bold, Subtle, or Minimal—to suit user's preference. It enhances the user experience for those with visual disabilities.

To customize the field values coloring

  1. Navigate to User Profile > Preferences > Accessibility Controls.
  2. In the Learning section, select the desired style for colored picklist values. 
    Users can choose from Bold, Subtle, and Minimal.



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