Map Dependency Fields in Zoho CRM using APIs

Map Dependency Fields in Zoho CRM using APIs




Hi Everyone!!

Welcome back to another week of Kaizen series!

Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helping users solve real challenges through these Kaizen series.

This week, we will explore the Map Dependency Fields in Zoho CRM, and how you can configure and manage them using Zoho CRM APIs.

Map dependency fields with a use case

In Zoho CRM, dependency fields are also called picklist dependencies. They create a relationship between two picklist fields. A controlling field is the parent field, and a dependent field is the child field. The option chosen in the parent field decides which options should be shown in the child field. Helps you to make easy data entry and maintain cleaner with only relevant options.

In many businesses, one field’s options depend on another. For example, if your support team tracks Issue Type and Sub-Issue, showing all sub-issues at once lets users select incorrect options. A user might accidentally choose Payment Failed under Login Issue. This results in incorrect data selection and makes confusion in records.

Dependency fields solve this problem by creating a parent-child relationship between two picklist fields.

Let us consider the Support Cases module, where two picklist fields are already created:
  1. Parent Field - Issue Type: The value chosen here determines which options appear in the dependent field.
  2. Child Field - Sub-Issue: The available options change dynamically based on the selected value in the parent field.
Below table shows the picklist fields along with their respective options.

                            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

By mapping these fields, CRM users see only the Sub-Issue values relevant to the selected Issue Type.

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

You can map picklist field options directly from the Zoho CRM user interface.
Follow these steps:
  1. Go to Setup → Customization → Modules and Fields.
  2. Select the desired module. In this case, Support Cases.
  3. Click the ⋯ (more) icon next to the module name.
  4. Select Map Dependency Fields.
  5. On the Map Dependency Fields page, click the New button to create a new dependency.
  6. Choose the Parent Field and Child Field you want to map.
  7. Click Next button.


      8. Add option mappings to define which child field options should be shown based on the option selected in the parent field, then Save your configuration.

UI options mapping view

Mapping picklist options via API

Before mapping the options, you must need the following APIs :
  1. Modules Metadata API - To know the API name of the module.
    1. Endpoint: GET - /settings/modules
    2. Here, the API name of the Support Cases module is Support_Cases.
  2. 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.
    1. Endpoint: GET /settings/layouts?module=Support_Cases

Create Dependency using the POST Map Dependency

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency?module=Support_Cases

Request Method: POST

Input JSON
Each object in the map_dependency array requires a parent field, a child field, and a pick_list_values array that maps each parent option to its relevant child options.


{

    "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

            }

        }

    ]

} 


Sample Response 

{
    "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

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency/5725767000008174001?module=Support_Cases

Request Method: GET
Sample Response

{
    "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"
            }
        }
    ]
}
You will get a JSON structure containing all dependency mappings. Check if your parent and child fields appear as configured.

Update the existing mapped options using the PUT Mapped Dependency Fields API

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency/5725767000008174001?module=Support_Cases

Request Method: PUT

Input JSON

{

    "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

Request URL:  {{api-domain}}/crm/v8/settings/layouts/5725767000007972011/map_dependency/5725767000008174001?module=Support_Cases

Request Method: DELETE

Sample Response


{
    "map_dependency": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "5725767000008174001"
            },
            "message": "map dependency deleted",
            "status": "success"
        }
    ]
}



Assigning picklist values using the Insert Records API

When you insert a record, you can directly pass the picklist option’s display value (not the ID) in the request body.

Request URL: {api-domain}/crm/v8/{module_api_name}
Request Method: POST

Sample Input 

{

    "data" : [

        {

            "Name" : "Support Case 1",

            "Support_Case" : "Login Issue",

            "Issue_Type" : "Login Issue",

            "Sub_Issue":"Forgot Password"

        }

    ]

}


Note: When creating or updating records via API, CRM does not validate the dependency relationship between parent and child picklist values.
To ensure data consistency and prevent data loss, always use the Get Map Dependency API before creating or updating records and to know correct mappings as well. This helps you retrieve the correct parent–child mappings and pass only valid picklist values in your API requests.

FAQs

Q1. Is the Map Dependency field supported in subforms?

Yes. You can configure dependency mappings for picklist fields within subforms as well. The Map Dependency Fields API supports creating parent–child picklist relationships directly inside a subform. To do this via API, use the subform’s API name as the module name when making the dependency mapping call.
This ensures that the dependency is created specifically for the picklist fields inside that subform, not the main module.

Q2. Can I keep the parent field in the main form and the child field in the subform?

Not currently. As of Zoho CRM API Version 8, cross-level mapping where the parent field is in the main form and the child field is in a subform, or vice versa is not supported neither via the UI nor through the API.

You can only:
  1. Map picklists within the main form, or
  2. Map picklists within the same subform.

Q3. What happens if I delete a picklist value that is part of a dependency?

If you delete a picklist option, the corresponding mapping will be automatically removed from the dependency.


Q4. What happens if I rename a picklist value that is part of a dependency?

If you rename a picklist option, the dependency will be automatically updated with the new option label.



We hope this post helps you learn more on mapping dependency fields in CRM using Zoho CRM APIs. Try it out, and let us know your experience in the comment section or reach out to us at support@zohocrm.com 

Stay tuned for more insights in our upcoming Kaizen posts!



    • Recent Topics

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Account Owner Field From Accounts Module to be Displayed in Contacts module

      I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

    • Update a field in the ZOHO Form, basis numeric value in another field in the same form

      I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Meet up de Zoho en Bilbao

      Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

    • Picklist reference value in REST

      picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

    • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

      In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

    • Marketing Tip #2: Recover lost sales with abandoned cart emails

      Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

    • Billing Management: #9 Usage Billing in IoTs

      We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

    • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

      I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Can no longer upload my own Notebook cover

      I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

    • Zoho Desk - Cannot Invite or Register New User

      Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

    • Custom domain issue

      I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified

    • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

      Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for

    • Zoho Editor

      Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

    • The present is a "present"

      The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Search in Zoho Community Not Working

      I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

    • Market cap

      Market cap formula?? Kaise nikale

    • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

      Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

    • Direct Integration Between Zoho Cliq Meetings and Google Calendar

      Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

    • Zoho sheet

      Unable to share zoho sheet with anyone on internet with editer option only view option is show

    • Mail and OS

      Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user

    • Personal account created under org account

      Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization

    • Add another account

      How to add another mail account to my zoho mail.

    • Recover deleted user

      Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.

    • No connection to the server

      Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys

    • URGENT: Business Email Disruption – SMTP Authentication Failed

      Dear Zoho Support, I am writing to escalate a critical issue with my business email account: 📧 marek@olbrys.de My domain olbrys.de is fully verified in Zoho (MX, SPF, DKIM, DMARC all valid – green status). I am using the correct configuration: smtp.zoho.eu

    • Emails missing from desktop but visible on phone

      Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.

    • Website Hosting

      Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,

    • Can not search zoho mail after update V.1.7.0

      i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.

    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

    • Next Page