Dynamics CRM 2011 Deprecate Picklist

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With CRM systems, its useful to be able to 'deprecate' picklist items. Typically, deprecated picklist items cannot be picked by users for new records, but will correctly display for older records that still reference them. This is often more convenient than deleting picklist items because historical records do not need to be updated.

An example: imagine a picklist of animals, used to record people's favourite animal. After some time we want to remove 'Chinchilla' from the list (for some reason) so we deprecate it. From then on, 'Chinchilla' is not an option in the picklist for new records. But when looking at older records of people whose favourite animal was Chinchilla, it still diplays correctly.

Whats a good way of doing this in Dynamics CRM 2011?

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ScottDurow 21 on at

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RE: Dynamics CRM 2011 Deprecate Picklist

Hi - you only really have the option to remove the deprecated option using javascript - it will only be removed on forms.

See

msdn.microsoft.com/.../51828fe3-f6ff-4f97-80ed-b06b3a354955

I did a post about the pros and cons of optionsets vs lookups that might help -

community.dynamics.com/.../option-set-lookup-or-autocomplete

Hope this helps

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Aileen Gusni 44,524 on at

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RE: Dynamics CRM 2011 Deprecate Picklist

Hi Pegi

I suggest you to keep the list.

You dont have feature to deactivate or like deprecate making obsolete for the option set because it does not have status like you do in another entity as lookup.

So for your concern.

There are two, you want to remove the option set for new record. But you also want to keep the old data.

So my suggestion you keep the current one then use little javascript to remove the Option you want to deprecate to.

[View:http://asimsajjad.blogspot.sg/2011/12/addremove-optionset-value-at-run-time.html?m=1]

This will hide the option item.

Hope this can help you.

Thanks.

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Aiden Kaskela 19,696 on at

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RE: Dynamics CRM 2011 Deprecate Picklist

An alternate approach you might consider is to replace the option set field with a lookup to a new entity that just has a name field. Then you could add new options at will by creating new records, and if you want to deprecate one then you just deactivate the record - people will still have the selected values but only Active records will come back in the default view.

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Aiden Kaskela 19,696 on at

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RE: Dynamics CRM 2011 Deprecate Picklist

Hi,

Unfortunately there's not a *good* way to do this in CRM. You can change the label of a picklist item from 'Chinchilla' to 'Deprecated - Chinchilla' or something, but you can't remove the option because everybody who had that selected value will lose that selection (it'll be null for them). Sorry.

Hope this helps. I'd appreciate if you'd mark this as a Verified answer.

Thanks,

Aiden

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