For example, to create a custom view of tickets with customers located in Los Angeles:
- Click on From Predefined Choices.
- Select a predefined choice set from under Import Predefined Choices.
- Select all, or the specific options you'd like to add, and click Add Values.
- Your selections will be listed as options.
- Proceed to nest values as usual, using double colons.Finish by clicking Add.
- Click Manual Entry.
- From the Editor, enter your nested picklist values with double colon separation, one below the other, and click Add Values.
- Finish by clicking Add.
- Click Import from CSV.
- Ensure the values in the file have double colons separating the nested levels and are listed one below the other.Drag and drop the file into the Import from CSV section.
- Finish by clicking Add.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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