# Picklist

### Introduction

The **Picklist Field** in Unifize is a dropdown or checkbox-style field that allows users to select from a set of predefined options when filling out a checklist inside a Record. It’s used to standardize responses and reduce manual input errors. Depending on how it’s configured by your Admin, a picklist may appear as a dropdown, a list of checkboxes, or even a simple Yes/No toggle (rendered as a checkbox).

### What users can do with Picklist

As a checklist participant, you can:

* **View available options** in the dropdown or checkbox field
* **Select one or more options** (depending on whether it’s single-select or multi-select)
* **See default selections** if any are pre-set by your Admin
* **Edit your selection** unless the field is locked due to approval or workflow stage
* **Trigger visibility of other fields** when your selection affects conditional logic

#### Field types you may see:

| Type                    | What you see                                   |
| ----------------------- | ---------------------------------------------- |
| Single-select Dropdown  | Choose one value from a dropdown list          |
| Multi-select Checkboxes | Select one or more values via checkboxes       |
| Checkbox Toggle         | Yes/No field rendered from a 2-option picklist |

### How Picklist helps you

Picklists improve the usability and clarity of checklists by:

* Providing consistent answers across records and users
* Making it faster to fill out checklists without typing
* Reducing the chance of typos or mismatched responses
* Enabling conditional fields that only appear based on your selection
* Improving mobile usability with responsive dropdown interfaces

For example:

* Selecting "Yes" in a “Confirmed?” field might display additional follow-up questions.
* A "Reason Code" picklist ensures all team members use the same terminology.

### Technical workflow

1. Open a Record from your **My Inbox**
2. Locate the picklist field within the checklist
3. Review the available options
4. Select one or more options based on what's enabled
5. If the picklist is required, the system will prevent form completion until it’s filled
6. Changes you make are saved automatically or on form submission depending on the process setup

You may also see:

* **Pre-filled values** (set by Admins)
* **Styled options** (like color-coded values)
* **Other fields appearing/disappearing** depending on your picklist selection

### Roles and permissions

| Action                          | Who Can Do It                               |
| ------------------------------- | ------------------------------------------- |
| Select or change picklist value | All checklist participants with edit access |
| View picklist options           | All record viewers                          |
| See conditional fields          | Depends on role visibility settings         |
| Edit picklist configuration     | Admins only (not available to users)        |

Note: You cannot add or remove options, change field behavior, or update validation rules. These are managed by your organization’s Admin via the Process Builder.