Picklist

1. Overview

The Picklist Field in Unifize enables users to select from a predefined list of options when filling out a checklist. It's a powerful way to enforce structured data entry and ensure consistency across processes. Over time, Unifize has added significant capabilities to picklist fields including:

• Default values

• Multi-select checkboxes

• Rich-text enabled values

• Dependencies

• Conditional visibility and logic

These features help streamline data entry while reducing ambiguity and manual error.

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2. Pain Points Solved

• Inconsistent field inputs from free-form text fields

• Errors in manual typing for repeatable values (e.g., status, reason codes)

• No way to enforce options or create conditional flows based on selections

• Need for multi-selection in processes with multiple applicable values

• Difficulty visually scanning large lists of picklist options without styling

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3. User-Facing Functionalities

Feature	Description
Single-select Dropdown	Users choose one option from a predefined list
Multi-select with Checkboxes	Users can select multiple values (if enabled by admin)
Default Value Support	A default option can be pre-filled when checklist is loaded
Rich-text Options	Each picklist value can include bold, color, italics, etc.
Conditional Visibility	Fields can appear/disappear based on picklist selection
Validation	Required picklist fields prompt users if not filled
Mobile-responsive UI	Fully usable on mobile; dropdowns adapt for smaller screens
Inline Field Editing	Selected value(s) can be edited directly without reloading the form

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4. Technical Flow of the Feature

Picklist Setup by Admin

1. Navigate to Process Builder and select or add a checklist field

2. Choose Field Type = Picklist

3. Configure the following:

   • Options: List of selectable values

   • Allow Multiple Selections: Enable checkbox mode

   • Default Value: Pre-fill a selected option

   • Rich Text Styling: Apply styles (bold, color, etc.) to options

4. Set Validation Rules (e.g., required field, visibility conditions)

5. Publish the process

Picklist Usage by End Users

1. User opens a checklist with a picklist field

2. Depending on configuration, user sees:

   • A dropdown (single select)

   • A checkbox list (multi-select)

   • Default value already filled in

3. User selects or edits value(s)

4. If field is required, system prompts before submission

5. Changes are saved automatically or on form submit, depending on checklist design

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5. Admin-Facing Functionalities

• Configure picklist options and label formatting

• Apply default selections

• Choose between single or multi-select

• Use conditional logic to:

  • Show/hide other fields based on selections

  • Trigger field dependencies

• Apply rich-text styling:

  • Bold/italic

  • Font colors

  • Highlight colors (for emphasis)

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6. Permissions & Roles

Capability	Role Control
Edit Picklist Options	Admins only (via Process Builder)
Set Default Value	Admins only
Modify Picklist Selection	End users with field access
View Conditional Fields	Controlled by process visibility logic
Use Rich Text in Values	Admin configuration only

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