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.
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.
How to Use
Adding a Picklist Field
In Process Builder, navigate to the checklist section.
Click + Add Field, then choose Picklist.
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.
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.
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.
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.
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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