Map Dependency Fields in Zoho CRM using APIs
Welcome back to another week of Kaizen!
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 #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 achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.
Recent Topics
Unattended Access on Android without Play Store
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollmentOpen Sans Font in Zoho Books is not Open Sans.
Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The realIs it possible to embed Zoho Bookmarks in the Cliq sidebar?
Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq allInstant Sync of Zoho CRM Data?
With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there areShow Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience
Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in SetupZoho Projects Webhook fails with HTTP Error 0
Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and logAPI 500 Error
Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":ZOHO Campaignで表のカラムの幅を調整したい。
表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。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—toCannot connect to 365 business calendar and Teams, says personal but it is not.
hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks itsExciting 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 powerfulKaizen #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 blueprintSearch 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, youMaking 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 goAccount 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 anotherHow 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, JonathanMeet 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 dentroPicklist 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 wayIn 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_valueHow 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 insertMarketing 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 setBilling 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 inputHow 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 digitalUnable to continue payment
Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help meAdd 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 thisZoho 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 processCustom 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 notifiedHow 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 forZoho 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, thisZoho Sheet Autofit Data
While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.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 selectsSearch 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 nikaleNext Page