Map Dependency Fields in Zoho CRM using APIs
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
Sticky Posts
Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
Recent Topics
【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then addI need to know the IP address of ZOHO CRM.
The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post belowEmail was sent out without our permission
Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forRemove Powered by Zoho at the footer
Hi, I've read two past tickets regarding this but it seems that the instructions given are outdated. I assume the layout keeps on changing, which makes it frustrating for me to search high and low. Please let me know how exactly do I do this now? ThClient Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.Export all of our manuals from Zoho Learn in one go
Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, HannahAutomation#31: Automate Splitting Names for New Contact Records
Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent
Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assignedAutomatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas automCan not add m365 outlook account to zohomail.
I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",local file csv import problem
The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a newError 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.Transfer ownership of files and folders in My Folders
People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if thereZOHO Desk - Description of slave ticket disappeared after Merge
Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. CouldHow do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?
I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a linkProblem Adding Facebook Account
Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main FacebookZoho Desk Teams App is not loading
Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. KindlyAbout Meetings (Events module)
I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where theAdd Ticket button in Home view
When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsZoho People - Retrieve the Leave Details - get("LeaveCount")
Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use theMapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableWhich WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:Allow people to sign a zoho form by using esign or scanned signature
Allow people to sign a zoho form by using esign or scanned signatureButton to Reapply Filters on Sheet(s)
I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()Outlook - Zoho CRM Calendar Integration
I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciatedZoho OAuth Connector Deprecation and Its Impact on Zoho Desk
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho servicesHow to drag row(s) or column(s)?
Hi. Selecting a row or column and then dragging it to a new position does not seem to work. Am i missing something or this is just not possible in Zoho Sheet? Cheers, JayFlexible Partial-Use Coupons (Stored Value Credits)
Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forcedUnable to Assign Multiple Categories to a Single Product in Zoho Commerce
Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one categoryHow do I add todays date to merge field
I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? JohnPolish signer experience to compete with docusign
I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve theAdd RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career SiteUplifted homepage experience
Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets, analytic components, and Kiosk. With the following improvements, the homepage is now a smarter,Add an background image to an email template in CRM
Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, butTracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. ButNext Page