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Customer experience | Sales, Customer Insights,...
Suggested Answer

Display Multiple-select values based on another multi-select field

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Posted on by 60

Hi,

In Accounts form, We need to have "Industry Type" and "Industry Subtype" fields, where multiple industry types can be assigned to one account. Based on the Industry types selected, the Industry subtypes values need to be displayed. Below are the options I know and it has it's own problems.

1. Create Multi-select option fields for both Industry Type and Industry subtypes. Use javascript to display Industry subtypes based on Industry types selected (?)

        - Issue: Not reporting friendly as we need to all options that contains a specific value. For example, "Real estate", "Real Estate; Transportation", "Real Estate; Healthcare"

2. Create 2 sections (Industry and Industry subtype) and create all Industry Types and Industry subtypes values as separate fields under these sections and use business rule to hide/show fields

       - Issue: As the list is long, there will be too many fields under these sections

Can someone suggest a better solution?

Thanks for you help!

Regards,

Praveen.

I have the same question (0)
  • Fubar Profile Picture
    2,761 on at

    There are probably a number of different ways to achieve it.  Possibly think in reverse and work backwards - what final outcome would work e.g. would an outcome where you have a subgrid that shows 2 columns Type and SubType give you an acceptable outcome.  

  • Suggested answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    you can check my dependent optionset solution, it supports multiselect optionsets

    http://crmoptionsets.azurewebsites.net/

  • cidik Profile Picture
    5 on at

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