We need to input Sectors and SubSectors for our contacts
Let's say we have only 3 possible Sectors {A, B, C}. And the corresponding SubSectors would be A1 & A2 for Sector A, B1 & B2 & B3 for sector B. Sector C doesn't require any SubSector to be chosen from.
For Sectors no Problem, I just needed to create a Choice List with the possible Sectors {A, B}.
Now this is where it's becoming tricky. In order to record the subsector I guess I would need to create a Text Field for the SubSector, and have the user input the value into this Text Field using
- 1. either some combo to choose among SubSectors {A1, A2} if Sector A has been chosen
- 2. or some other combo to choose among SubSectors {B1, B2, B3} if Sector B has been chosen
- 3. or just not display any combo if sector C has been chosen
We are implementing Dynamics 365 online, any help would be much appreciated.
Luc
Hello,
You can follow the instructions on Guido's blog to generate the needed files www.crmanswers.net/.../dependent-option-set-manager.html
@Guido, if you think there is another more detailed link, feel free to share it.
Another way to work with dependent optionsets is to use the pcf dependent optionset that you can download it from the gallery and add it to your form.
Pcf link: pcf.gallery/.../
Steps to use pcf : github.com/.../DependentOptionset_PCF
Hello Charles, your explanation sounds clear but I have no idea how/where to do that, nor do I understand how to implement Guido's"Dependent optionset generator". Would you be so kind as to giving some step-by-step instructions, or screenshots maybe?
Hello,
As Guido suggested, you can generate xml files to map the parent field (sector) to the child field (sub sector) and select for each option selected in the parent field, what options in the sub sector should be displayed and reference these files in your form.
I don't understand the text part, but try the demo of my dependent optionset (link in my signature) and see if it helps
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