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 #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.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 are
Recent Topics
Zoho CAMPAIGNS working hours
Hi I use Campaigns Automation workflows to automate follow-ups to my Leads. I discovered this weekend that emails are being sent out on Sundays. How do I limit my Campaigns outgoing emails to business working hours? This is very important! Thanks, DDepositing funds to account
Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and thenCreate Receipt of a Donation (not a sale)
We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transactionFunction #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go toNew Custom View -Sorting the Custom fields
While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by " may also be included in Define new criteria module which will be more beneficial toGrouping Undeposited Funds to Move to other accounts
In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it shouldFinding rhythm through poetry
Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World PoetrySync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,Zoho CRM strips whitespace in text fields
When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?WorkDrive API returning empty response even after placing file in Team Folder
Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: TheCustom Button makes scroll bar go down in report
I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked toQuickbooks Integrations Stopped Working
All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageIncorrect Functioning of Time Logs API (Version 3)
We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation theZoho CRM Queries Now Support Databases and Cloud Data Sources
Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified querySalesforceに添付ファイルを格納したい
お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか？ 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。Dynamic image in form works in the app but not on the customer portal.
img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");Is it possible to retrieve function (Deluge) code from Zoho CRM externally?
Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or ifUplifted homepage experience
Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:Darshan Hiranandani : How many participants can join a Zoho Meeting at once?
Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?Where is the scheduled report in New UI?
Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..Approval Workflow for Purchase Orders Abrir
The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. CanWeTravel + Zoho CRM Integration - Has Anyone Built a Connector or Extension?
Hi all, I'm exploring options for integrating Zoho CRM with WeTravel (booking & payment platform for tour operators). Zapier seems to be the common method but seems limited. I'm wondering if anyone in the community has developed a more comprehensive solution,Option in pipeline deal to select which hotel or branch or store if client has more than one local store
Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, andCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesUndo article like/dislike
It seems to be not possible to undo your like/dislike for an article. Would be great if you can. Kind regards, HelenNested notebooks
Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.Tax in Quote
Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax fromIssue with "Send Email" from Quotes not loading Email Template data
Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pullsDynamically Fetching Lookup Field Display Value
I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of theStop Scrolling, Start Asking: Meet Zia for Your Files
Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, notIntroducing a smarter, faster, and more flexible charting experience
Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you toHow to create a new Batch and update Stock via Inventory?
Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase theCan't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the newHow do I open MSG files in Microsoft Word?
If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copyUnable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.How to add packing & forwarding charge in purchase order & quotation???
Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2How to create a boxplot chart in Zoho Analytics?
Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?New UI for Writer - Disappointed
I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think thisNext Page