Tip no 51 Use Nested Picklists for cleaner forms

Tip no 51 Use Nested Picklists for cleaner forms



Are you looking for a dropdown field that branches out with multiple child options? Zoho Sprints supports Nested Picklist where you can create a parent-child relationship to navigate the users seamlessly with the required options. This ensures that the right information is added and with uniformity. When a parent option is selected, the field dynamically displays all relevant child options.

Benefits of nested picklist 

  1. Users do not have to scroll through all the random options
  2. Prevents human errors and provides more lucid information
  3. Automation can be even more precise. 
For instance, when issues are raised, they must be categorized to ensure that the issues are assigned to the  right user. You can achieve this by creating a nested picklist field in the layout. Let us name the nested picklist as 'Issue Categorization'.
 
The first step after adding the nested picklist is to create the parent picklist:
  1. Frontend
  2. Backend
  3. DevOps / Infrastructure
Next, step 2 includes choosing a child category:
 
If you select Frontend as your parent picklist, the child picklists will be:
  1. UI Alignment
  2. Broken Button
  3. UI Literals
  4. Unresponsive layout
If you select Backend as your parent picklist, the child picklists will be:
  1. API Error
  2. Database Timeout
  3. Authentication Fail
  4. Data Sync Lag
If you select DevOps / Infrastructure as your parent picklist, the child picklists will be:
  1. Server Downtime
  2. CI/ CD Pipeline Failure
  3. SSL Certificate Expired
  4. SSL/ Domain Issue

Add Nested Picklist to your layout 

  1. Navigate to Zoho Sprints.
  2. Go to Settings.
  3. Select Custom Layouts under Customization.
  4. Select a module and click open the required layout.
  5. Drag and drop the Nested Picklist field to the layout.
  6. Build your parent categories and child categories in a hierarchy.
    Note: Use '>>' between each value to create a hierarchy of nested values. You can add up to 5 levels.
    Based on our current example:
    1. Frontend >> UI Alignment
    2. Frontend >> Broken Button
    3. Frontend >> UI Literals
    4. Frontend >> Unresponsive layout
    5. Backend >> API Error
    6. Backend >> Database Timeout
    7. Backend >> Authentication Fail
    8. Backend >> Data Sync Lag
    9. DevOps / Infrastructure >> Server Downtime
    10. DevOps / Infrastructure >> CI/ CD Pipeline Failure
    11. DevOps / Infrastructure >> SSL Certificate Expired
    12. DevOps / Infrastructure >> SSL/ Domain Issue
  7. Click Create in the Nested Picklist form.
  8. Click Save in the Edit layout page.
Check out the video below to see how to add a nested picklist to your layout. 



Do add nested picklist to your layouts and make the best out of it. If you have any questions, let us know in the comments section below or write to support at support@zohosprints.com. 

Regards,
Zoho Sprints Team

    • Sticky Posts

    • Tip #48: An exclusive system for risk management

      Zoho Sprints' risk management feature gives teams a structured, industry-grade system for identifying, quantifying, and mitigating risks to eliminate probable impact. Project or product teams that run on Zoho Sprints might be using sprints, work items,

    • Comprehensive guide to add users

      We've received quite a few questions regarding adding users to the Zoho Sprints workspace. So we decided to address it through a comprehensive post covering the locations (modules or tabs) from which you can add your users. Adding users to your workspace

    • Leverage layout rules to customize workflow

      Layout rules in Zoho Sprints primarily aim to customize the field layout of your creation forms to meet complex requirements. But it doesn't stop there. Its customization can push the boundaries of how your fields behave, how data is gathered, how processes

    • Tip #40 - Control entity and field permissions using profiles

      Building profiles using permission sets equips you with the ability to permit and restrict data access to members belonging to those profiles. Creating different profiles with different combinations of permission sets allows you to set a hierarchical

    • Recent Topics

    • How to import PST files in Office 365?

      You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing

    • [Webinar] Zoho CommunitySpaces MCP

      New to MCP, or just exploring what's possible? Join us for a webinar on Zoho MCP and your community. We'll show you how Zoho CommunitySpaces and Zoho MCP work together, what your AI co-host can do inside your community, and how to get started. Register

    • Solution to Import OST File into Office 365.

      In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • How can I show an uploaded image larger/full size in a Zoho Forms response PDF?

      Hi,  I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.

    • Live connection to DS files in Zoho Creator / ChatGPT

      As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have

    • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

      We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even

    • Export Exchange Online Archive Mailboxes to PST for Microsft 365 Users

      With Microsoft 365 it is possible to archive older emails in Exchange Online in order to keep the main mailbox tidy. If however you need to export the archived emails to a PST file for the purposes of backup, migration, compliance or for use offline,

    • Task Module quick create settings

      Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.

    • Your employees changed departments. Did your IT systems notice?

      An employee joins your Marketing team. HR adds their details to the organization's user directory. The IT admin, in turn, creates their Zoho One account, assigns the required applications, adds them to groups and provides access based on the organization's

    • AI Calling

      Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.

    • Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

      We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still

    • How to Fix an Outlook OST File That Cannot Be Opened

      Have you at any time attempted to open Outlook only to find that your OST file cannot be accessed? It can be very annoying, particularly since the file holds important emails, attachments, and other mailbox data. This problem might arise due to file corruption,

    • Record positive and negative bank transactions in the same expense account

      Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600

    • CRM Address Field - States with Countries in brackets

      Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet

    • How to mass find and delete duplicate files from OneDrive

      It is easy to save documents, photos, videos, and all other types of files using Onedrive, but if you upload the same files more than once then your OneDrive storage can end up being filled with a large number of duplicate files. Manually searching out

    • Different Report sharing filters within same Dashboard

      I have a question about sharing filters for a dashboard which contains separate reports built from the same query. Below are the pieces of the puzzle: - “Sales Query”: line-level query containing sales for a team of 5 sales reps; there’s no need for the

    • Make Your Workflows Smarter with Zia Agents

      Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose

    • How can I add a Custom Field (or Customer_name) to a picklist?

      Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

    • DYK 14: Create Tasks with AI

      Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects

    • #11 Nithya's First Overseas Client

      Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as

    • Other languages in Schedulers (Zoho Books)

      Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou

    • New in Office Integrator: Extract data from images into your spreadsheet

      Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn

    • Edit PDFs using Zoho PDF Editor

      Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and

    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

    • Multiple subscription plan line items in Zoho Billing quotes

      I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.

    • Mail Merge templates in Sandbox

      Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used

    • Dashboard Table of “My New Work Orders” Changes View

      Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return

    • Tips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.

      ¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,

    • Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API

      Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer

    • Which Zoho CRM tasks would you want an AI assistant to handle?

      I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

    • Introducing MCP for Zoho CommunitySpaces

      Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain language

    • CV-Library: The Newest Source Booster in Zoho Recruit!

      We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without

    • Tip 52#: Ways to improve data flexibility using related list

      A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.

    • Email Blast

      Hi, How do we send an email blast to thousands of customers? The email addresses are not yet saved in Zoho Desk.

    • Zoho ERP | Product updates | September 2026

      Hello users, A new month, a fresh set of updates in Zoho ERP. This month brings Netting, enhancements across our verticals, and more updates to help streamline your everyday work. Explore this month’s updates and see what’s new. Introducing Netting If

    • Introducing Zoho POS for Restaurants

      Hello Community, We’re thrilled to announce the launch of Zoho POS for Restaurants, unveiled at the 30th milestone edition of Zoholics India 2026. Running a restaurant involves multiple teams and workflows. A single table journey, from seating a guest

    • WhatsApp Business Message Pricing Update: Effective October 1, 2026

      Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges

    • Zoho Calendar integration for Bigin

      Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.

    • Does Updating Employee Names and Profile Pictures in Zoho One Automatically Sync Across All Zoho Applications?

      Hi Zoho Team, We are currently using Zoho One in our organization and want to centrally manage employee profile information. As a Zoho One Super Admin, if I update the employee name and profile picture for all users from the Zoho One Admin Panel, will

    • Next Page