Auto. Updating values in OptionSet in Dynamics365

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Posted on by Ishan Sharma

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Hii All,

Is it possible to set Labels and Values automatically in the Optionset Field through code? Let me explain with example suppose I have two custom Entity types First is Department, and second is Customer, Now I create some Department records then I have created one department Optionset field in the Customer Entity Type, Now while adding the records in the Customer i am selecting the department values(that i added while creating this field) but my requirements is these values are the records that i previously added in the Department entity? when we create the record it is identify by the name (standard attribute of all entities) most of the time. I want this name should populate as Department Optionset value in the Customer Form? and every time when I add new record in the Department this optionset in Employee should get Updated. Same requirement could be fulfilled using Lookup but my requirement is Optionset?

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David Jennaway 14,065 on at

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RE: Auto. Updating values in OptionSet in Dynamics365

It is possible to do this using an UpdateOptionSetRequest or InsertOptionValueRequest. However, there are a couple of things to be aware of:

Once you change the option set, you will need to publish it for the changes to take effect. You can use a PublishXmlRequest for this

These actions are metadata operations, and in the past I've found that these are executed on a different transaction isolation level from normal data operations. This can cause errors if you run the code in a plugin, but you can get around this by having the plugin execute asynchronously