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

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

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.

1. Open a Record from your My Inbox

2. Locate the picklist field within the checklist

3. Review the available options

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

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.