Guided Workflow Screen Components - Hierarchical Picklist
Updated
The Hierarchical Picklist component enables brands to capture multi-level categorical information through a single, interactive dropdown. It is designed for use cases where the user must drill down through multiple layers of a hierarchy—such as Issue Category → Sub-Issue → Reason—within one consolidated component, without needing separate fields for each level.
This component fetches hierarchical values from a selected Entity Studio entity, and dynamically renders an expandable tree structure. Users can navigate through categories using arrow expanders, search across all levels, and select a final leaf value. The full hierarchical path is then returned as the component’s output.
The Hierarchical Picklist component is a powerful capability when deep category structures need to be captured efficiently. It consolidates multi-level selections into a single, searchable, interactive UI—saving space and significantly improving user experience.
Note: The hierarchical picklist enables you to organize and display values across multiple levels, making it easier to navigate complex hierarchical data.
When you search for a value, the hierarchical picklist automatically expands all relevant parent and child nodes containing the matching result while preserving the parent-child hierarchy. This allows you to quickly locate matching values across any level of the hierarchy without losing context. Once the search is cleared, the hierarchical picklist automatically returns to its default collapsed state, providing a clean and consistent browsing experience.

- You can search using both configured hierarchy levels and related entity fields that have not been added to the hierarchy list and are marked as searchable. Records matching the searched value are returned and displayed in the Hierarchical Picklist.
- Only hierarchy levels and related entity fields marked as searchable are considered during search. Fields that are not marked as searchable cannot be used for searching and would not return any results.
- If no hierarchy levels are marked as searchable, searches do not return results based on hierarchy-level matching. The search strictly follows the configured searchable fields, ensuring the search behaviour is consistent with the Hierarchical Picklist configuration.
Various Fields in Picklist Input

- API Name: A unique identifier used to reference the component programmatically in integrations, scripts, and API requests. API names typically follow a predefined naming convention.
- Label: Specifies the name displayed to users at runtime. Use a clear and descriptive label to indicate the expected input. You can also configure the label dynamically by using the Resource Selector.
- Help Text: Displays additional guidance to help users understand the purpose of the field.
- Placeholder: Displays instructional or sample text before a user makes a selection.
- Mark Field as Mandatory: Makes the field required. Users cannot proceed to the next step until a value is selected.
- Entity Type: Select the Entity Studio entity that provides the hierarchical data used in the pick list.
Note: Currently, Entity Type is the only supported data source for this component.
Levels of Hierarchy: Available after you select an entity in the Entity Type field. Use this setting to define the entity fields that represent each level of the hierarchy. You can add as many hierarchy levels as needed.
Example
If the selected entity contains the following fields:- Issue Category 1
- Issue Category 2
- Issue Category 3
- Map these fields sequentially in the hierarchy builder. The component automatically creates hierarchical relationships based on matching entity record values.
- Filter Records: Available after you select an entity in the Entity Type field. Use this option to filter entity records based on available fields. To add multiple filter criteria, select + Add Condition.
- Delimiter: Defines how the hierarchical path is displayed when passed to the next screen. Common delimiters include /, >, and →.
Note: The default delimiter is ->.
- Default Value: Sets a predefined value for the component. You can enter a static value or use a variable.
- Parent Pick List for Auto-Expansion: Select the parent pick list that triggers automatic expansion of the next dependent pick list.
Example: If Pick List 10 depends on Pick List 9, selecting a value in Pick List 9 automatically expands Pick List 10. The same behaviour applies to subsequent dependent pick lists. - Refresh Value on Screen Revisit: Resets the field to its default value when users revisit the screen through forward navigation, helping ensure accurate data collection.
Add On Select Action: Specifies an action that occurs automatically when a user selects a value.
Available options:- Next Screen Action
Automatically moves the workflow to the next screen after a selection is made. - Back Screen Action
Returns the user to the previous screen after a selection is made.
- Next Screen Action
- Enable Reporting: Includes the component's values in reports.
Input Disability Conditions: Determines when the component is disabled and unavailable for user interaction.
Examples
- Based on Field Value
Disable the Submit button until the Terms and Conditions checkbox is selected. - Based on User Role
Disable the Delete Record button for users who do not have administrator permissions. - Based on Data Completeness
Disable the Next button until all required fields are completed.
- Based on Field Value
Visibility Conditions: Controls whether the component is displayed based on conditions such as user roles, permissions, field values, or contextual data.
Example
- Condition: Show the Priority Escalation section when Ticket Priority is set to High.
- Visibility Rule: Ticket_Priority == 'High'
- Result: The Priority Escalation section is displayed only for high-priority tickets.
Note: This setting applies only when the screen is revisited through forward workflow navigation. It does not apply to backward navigation
• Configure Error Message: Defines the message displayed when a required field is left empty or validation fails.