Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CommercialInsights/PicklistMapping.htm

## Product-Dependent Picklists for Commercial Insights

End users can dynamically filter picklist options on Commercial Insights based on the selected product or product-detail group, ensuring they only select picklist options relevant to the designated product line. This streamlines data entry, increases reporting accuracy during customer interactions, and ensures cleaner data for downstream analytics.

**Who can use this feature?**

* End Users - Browser, iPad, Windows
* [Using Product-Dependent Picklists](#Using)
* Business Admin Users - Browser
* [Defining Product-Dependent Picklists](#Defining)
* Users do not require an additional license

### Configuring Product-Dependent Picklists for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Commercial Insights](CommercialInsights.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects**.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | product\_map\_\_v | CRED | n/a | * status\_\_v * object\_\_v * dependent\_field\_\_v * available\_picklist\_values\_\_v * controlling\_detail\_product\_\_v * controlling\_detail\_group\_\_v * created\_date\_\_v | Edit |

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Commercial Insights](CommercialInsights.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects**.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | product\_map\_\_v | R | n/a | * available\_picklist\_values\_\_v * controlling\_detail\_product\_\_v * created\_date\_\_v * dependent\_field\_\_v * modified\_date\_\_v * status\_\_v * object\_\_v Optional  * controlling\_detail\_group\_\_v | Read |
6. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
7. Ensure a **product\_map\_\_v** object VMOC is active for the appropriate platforms.

### Defining Product-Dependent Picklists as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

Business Admin Users define the specific picklist values available for each product or product group combination by creating product map records.

To define product-dependent picklists and their filtered options:

1. Navigate to **Business Admin > Objects > product\_map\_\_v**.
2. Select **Create**.
   ![](../../Resources/Images/Commercial Insights/Product_Map.png)
3. Populate the following fields:

* object\_\_v - commercial\_insight\_\_v
* controlling\_detail\_product\_\_v - Select the detail product determining which picklist values are available
* controlling\_detail\_group\_\_v - If [Detail Groups](../Products/ProdGroups/DetailGroupsDetailTopics.htm) are enabled, enter the appropriate detail group for the controlling detail product. Together, the controlling detail product and controlling detail group determine which picklist values are available.
* dependent\_field\_\_v - Enter the API name of the picklist to be filtered based on the selected product. Both single-select and multi-select picklists are supported.

  Using a dependent\_field\_\_v value that is also a controlled field for a Vault Platform Picklist Dependency is not supported.
* available\_picklist\_values\_\_v - Enter a semicolon-separated list of picklist value API names available for the selected product or product-detail group combination. For example, systemic\_barrier\_\_v;brand\_difference\_\_v;evidence\_need\_\_v.

* If this field is left blank, no picklist options display when the product is selected
* If no Product Map record exists for a product, all picklist values are available
* For any dependent picklists marked as required on the layout or through layout rules, ensure there is at least one available picklist value for each value in the controlling picklist. If a dependent picklist is required but does not have any available picklist values for the product or product-detail group combination, users are prevented from saving or submitting the commercial insight.

Users must have Edit permission for all objects, controlling fields, and dependent fields referenced in the product\_map\_\_v records available to them.

4. Select **Save**.

### Using Product-Dependent Picklists as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

If a product\_map\_\_v record is defined for a product, end users can only select the picklist options specified.

To select product-dependent picklist values on a Commercial Insight record:

1. Navigate to a Commercial Insight.
2. Select a value in the **Product** field.
3. Select a value from the dependent picklist.

   The dependent picklist displays values as defined in the product\_map\_\_v record. Available values are restricted based on the selected product (and Detail Group combined, if applicable).
   ![](../../Resources/Images/Commercial Insights/Product_Name2.png)
4. Select **Save**.

### Related Topics

[Commercial Insights](CommercialInsights.htm)