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.