Authenticate Emails with SPF, DKIM, and DMARC Auto forward your emails to Vtiger Configuring Email Settings Managing User Profiles Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Workflow Scheduler Workflows in Vtiger CRM Vtiger Webforms Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Setting Up a Workflow Action to Send Emails Workflow Action to Update Fields Automation - Webhook Workflow Automation - Expressions Workflow Configuring Business Hours Configuration - Company Details Configuring Consents Configuring the Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Considerations for Deactivating Vtiger Users Configuration Editor for Field & Record Displays Create Reminders for Records and Inbox Creating a Grid Field Type Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Managing Multiple Currencies Marketing and Sales - Deal to Project Mapping Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Using the Module Label Editor Configuring Module Numbering Configuring My Preferences My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Configuring Module Settings Configuring a Relationship Between Modules Configuring Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Configuring Picklist Values Configuring Modules Using Module Builder SLA Policies in Vtiger Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Setting Up Websense Trackers Vtiger Websense Widgets Adding a local DNS Entry Customizing Module Layouts Configuring Module Layouts & Fields Automation - SMS Reply Actions Configuring Dependent Fields and Blocks for Modules Creating Custom Modules in Vtiger CRM Generate and Manage Third-party App Passwords in Yahoo Formula Fields Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Auto forward Emails from Microsoft Office 365 Duplicate Record Prevention in Vtiger CRM Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Adding Hidden Fields to a Webform Login Page Customization Creating Custom Filters

Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI

Introduction

​ Picklist Dependency in Vtiger CRM helps you control how picklist field values are displayed based on user selection. It allows administrators to define a relationship between two picklist fields so that the values shown in one field depend on the value selected in another.

This setup ensures users see only relevant options, making data entry faster, simpler, and more accurate.

For example, in the Products module, you can configure the Manufacturer field as the source picklist and the Usage Unit field as the target picklist. When a user selects a manufacturer, only the usage units related to that manufacturer are displayed.

Key Features

The key features of the Picklist Dependency are:

• Create dependencies between two picklist fields within a module.
• Define a source picklist field and a target picklist field.
• Display only relevant target values based on the selected source.
• Visual interface to map source values to target values.
• Supports easy updates and modifications to dependencies.

Benefits

The benefits of the Picklist Dependency are:

• Prevents incorrect or irrelevant data entry.
• Improves data accuracy and consistency across records.
• Simplifies the user experience for creating and editing records.
• Reduces confusion by hiding unrelated picklist values.
• Saves users' time by showing only valid options.

In this article, you will learn about:

• Picklist Dependency

Key Terminology

Configuring Picklist Dependency

Before setting up a picklist dependency, ensure that both the source and target fields are picklist-type fields within the same module.

Follow these steps to configure picklist dependency:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings. The Settings page opens.
4. Click Picklist Dependency under the Configuration section. The Picklist Dependency settings page opens.
5. Click Add Dependency.
6. Select the following:
   1. Module: Select the module for which you want to create a picklist dependency.
   2. Source Picklist Field: Select the picklist field as a source.
   3. Target Picklist Field: Select the picklist field to use as the target for a dependency.
      1. All available values from both picklists are displayed, where source picklist values appear as column headers.
7. Select the target values that should appear for each source value. Blue values indicate selected options.
8. Click Save.

For example, We’ve deployed picklist dependency on fields in the Products module. In the create or edit view of a product record, we select a value in the Manufacturer field; as a result, the appropriate values are displayed in the Usage Units field.

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References