Tip #20 - Three things you probably didn't know you can do with picklists

Tip #20 - Three things you probably didn't know you can do with picklists

Hello Zoho Sheet users!

We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular formatting. With a picklist, you can give a fixed set of options to select from, which helps keep your data clean and structured. Here are some advanced Picklist options that will make data entry super easy while maintaining data quality.

Here’s a sample use case for better understanding:

1. Multi-select in your picklist

Let’s say you are collecting personal information during a hiring process, and you also want to know the languages each candidate speaks. Instead of using multiple columns or stuffing everything into one, simply use a multi-select. This allows you to select multiple languages in one cell without any errors. Here's how you can do it:

Step 1: Select the range of cells you want to insert the picklist to.

Step 2: Insert a picklist using Insert > Picklist > Create Picklist.

Step 3: In the Picklist setup panel, switch to Multiselect.

Step 4: Enter your dropdown options and click Create.

Your multi-select Picklist is ready to use, as you can select multiple options in one.


Notes
The COUNT() function lets you count how many times each item has been entered, even if multiple entries are listed in the same cell.


 

2. Format your picklist

Want your dropdown to communicate urgency visually? Color-code your picklist options using red, yellow, and green. This works with both single- and multi-select picklists.

 

3. Turn existing data into drop-down options 

Want a set of data in your spreadsheet to serve as your picklist source? Simply link your data directly—no need to retype it.
Here's how you can do it:

Step 1: In the Type section of your Picklist setup panel, select Cell Range 

Step 2: Select the range of cells that contain your dropdown options

Step 3: Choose whether you want your data arranged Vertically or Horizontally

Step 4: Click Create






Now, your Picklist will always stay in sync with your source—great for frequently updated spreadsheets.


      • Sticky Posts

      • Tip #20 - Three things you probably didn't know you can do with picklists

        Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular
      • Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

        Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that
      • Tip #17: Easily share spreadsheets with non-Zoho account users

        With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not
      • Tip #16: Ask Zia your data-related questions and get powerful insights

        Zoho Sheet provides a variety of tools and functionalities to help you analyze your data from end to end. But what if you could analyze all your data sets with a single AI-powered tool? Meet Zia, our smart virtual assistant who will answer all your data-related
      • Tip #7: Four things you didn't know you can do with Conditional Formatting

        Conditional formatting helps you highlight and visualize data in your spreadsheet based on provided rules. Zoho Sheet offers three types of conditional formatting: Classic, Color Scales, and Icon Sets. If you're already familiar with how Conditional Formatting works, here are some bonus tips for Classic formats: Customize rules with formulas Zoho Sheet allows you to create personalized rules based on formulas. For example, in a task list you can use customized formulas to highlight tasks which are

        • Recent Topics

        • a question about the COQL API v8

          When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success
        • Zoho Books Idea - Bank Details Button on Banking

          Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button
        • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

          Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js
        • Function #55: Convert multiple quotes to single SO using Custom Button

          Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's
        • Time based workflow without edit/action

          Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound
        • What's New - August 2025 | Zoho Backstage

          Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things
        • prevent selling expired items

          Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.
        • Product details removed during update from other system

          We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during
        • Client Customer

          I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.
        • Add Ability to Use Zoho Finance Tags

          For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.
        • Embeded Signing doesn't work on Safari Browser

          We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know
        • Dataprep Webhook Limits and Cannot update column with Dataprep

          I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe
        • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

          Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re
        • Project Management Bulletin: August, 2025

          We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,
        • Zoho Sign and Zoho Workdrive Integration

          Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named
        • How do you list multiple contacts for a lead?

          My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve
        • Modifying Three Dot Menu Options

          Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for
        • Field Not Updating in FSM Script - Service and Parts module.

          Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
        • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

          Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
        • How to update Multiple Users field in Quote Module from Deal Module

          Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module
        • Clone a Module??

          I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
        • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

          I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?
        • Updating Subform Record from other Form

          Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
        • Zoho Books - Hide Convert to Sales Order if it can't be used.

          Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
        • Cross-Data Center Collaboration and / Or allowing users to choose DC

          Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
        • Is it possible to register webhooks in Zoho CRM using API?

          Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
        • Calls where the local audio is shared, have echo

          When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
        • Update application by uploading an updated DS file

          Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
        • Markdown support, code cells...

          Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!
        • Minimise chat when user navigates to new page

          When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.
        • Zoho Projects app update: Voice notes for Tasks and Bugs module

          Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
        • zurl URL shortener Not working in Zoho social

          zurl URL shortener Not working in while creating a post in Zoho social
        • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

          Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom
        • Zoho Bookings know-how: A hands-on workshop series

          Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
        • Custom report

          Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different
        • Zoho Journey - ZOHO MARKETING AUTOMATION

          I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable
        • Custom Fields in PDF outputs

          I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select
        • How to create a Service Agreement with Quarterly Estimate

          Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include
        • Zoho Social - Post Footer Templates

          As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
        • Allow to pick color for project groups in Zoho Projects

          Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering
        • Next Page