# Picklist field in Checklist

### Introduction

The **Picklist** field in Unifize allows users to choose from a predefined list of values, streamlining data input and reducing inconsistencies across processes. Recent updates improve usability with support for **default values** and a **checkbox display mode** for binary choices, such as Yes/No questions.

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### Capabilities

* **Dropdown Selection**: Select one or more values from a controlled list.
* **Multi-Select**: Enable users to select more than one option.
* **Dynamic Entry**: Allow users to input new options on the fly.
* **Default Values**: Set one or more default selections for new records.
* **Checkbox Rendering**: Show two-option picklists as a single checkbox.
* **Option Sorting**: Display options in their input order or alphabetically.

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### How to Use

#### Adding a Picklist Field

1. In **Process Builder**, navigate to the checklist section.
2. Click **+ Add Field**, then choose **Picklist**.
3. Configure the field:
   * **Placeholder**: Optional helper text.
   * **Options**: Add selectable values (e.g., Yes, No).
   * **Allow multiple values**: Optional.
   * **Allow users to add values dynamically**: Optional.
   * **Convert to checkbox**: Enable if the picklist has exactly two options, and both Allow multiple and Allow dynamic entry are disabled.
   * **Default value(s)**: Select one or more values from the predefined list to appear by default.

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#### Default Value Logic (New)

* The default value setting appears in the field’s configuration pane.
* Defaults must be selected from the defined picklist options.
* Empty defaults are not allowed—at least one value must be selected if using this feature.
* Multiple default values are supported (when multi-select is enabled).
* Default values are only applied to empty fields (i.e., when the field is untouched).
  * If a user manually clears or removes values, defaults will not be re-applied.

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#### Checkbox Conversion for Binary Picklists (New)

You can render a picklist field as a checkbox if:

* The field has exactly two options (e.g., Yes/No).
* Allow multiple values is disabled.
* Allow dynamic values is disabled.
* Convert to checkbox is enabled.

Checkbox behavior:

* The first option in the list becomes the checked (positive) state.
* The second option is used when unchecked (negative) state.
* Changing the checkbox triggers an update to the picklist field and notifies participants.
* This improves usability for binary checklist items (e.g., Confirmed? Yes/No).

Note: If existing picklist fields are reconfigured (e.g., changed from multi-select to single-select), make sure to verify option compatibility before enabling checkbox mode.

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### User Pain Points Solved

| Pain Point                    | Solution                                                      |
| ----------------------------- | ------------------------------------------------------------- |
| Unclear binary responses      | Binary picklists now show as intuitive checkboxes.            |
| Repetitive manual input       | Default values reduce time spent filling out forms.           |
| Data inconsistency            | Predefined values and restrictions eliminate typos.           |
| Cluttered multi-select UI     | Checkboxes offer a cleaner interface for Yes/No-type inputs.  |
| Confusion around empty fields | Defaults apply only when appropriate, respecting user intent. |

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### Best Practices

* Use checkbox mode for Yes/No or binary decisions to improve clarity.
* Name values clearly so users understand what the checked and unchecked states mean.
* Limit the number of options in picklists for better UX.
* Review dependencies before changing multi-select to single-select picklists.
* Avoid dynamic entries for compliance-sensitive processes.

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