Filtering option set fields

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Posted on by Community Member Microsoft Employee

Hi,

So the scenario is as follows:

Field 1 is called Category and it consists of 6 option set values and it has been designed as an Option Set.

Field 2 is called Sub-Category and for every one of the option set values chosen in Field 1, there are a minimum of 5 options they can choose from Field 2.

The data looks like this:

Sewing Machine	Machine 1
	Machine 2
	Machine 3
	Machine 4
	Machine 5
Thread	Thread 1
	Thread 2
	Thread 3
	Thread 4
	Thread 5

On my form Quote Product and Order Product, how do I allow the user to only see the associating options according to which Category they have chosen. When selecting Sewing Machine, in the Sub-Category only Machine 1 -5 should appear.

At any given time, the user will only have 1 Sewing Machine and 1 Thread meaning its a 1-1 relationship between the Category and Sub-Category field.

Thanks

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TT72 5 on at

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RE: Filtering option set fields

Yes, element.value did the trick for me as well.
[quote user="Mitchell M"]
For me I had to use optionSet.removeOption(element.value); Thanks for your contribution.
[/quote]
Mitchell M 10 on at

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RE: Filtering option set fields

For me I had to use optionSet.removeOption(element.value); Thanks for your contribution.
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sandeepstw 4,601 on at

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RE: Filtering option set fields

Hi,

You can do using dependable option set, follow this link -

thabisomotloung.wordpress.com/.../dependent-option-sets-in-ms-crm-2015
Community Member Microsoft Employee on at

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RE: Filtering option set fields

Thanks Goutam also.
Community Member Microsoft Employee on at

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RE: Filtering option set fields

Thanks Aric, I will look into this.
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gdas 50,085 on at

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RE: Filtering option set fields

Hi ,

How many option-set value you have in subcategory field ? If you have more than 10 options I would suggest go for OOB dependent lookup.

Here is the sample reference of dependent lookup -

https://www.powerobjects.com/2016/03/15/how-to-use-dependent-lookups-for-dynamics-crm-201320152016/

http://crmadminassist.com/microsoft-dynamics-crm-dependent-lookups/

https://www.youtube.com/watch?v=-3OmgW_MYlM

If you want to use optionset you can also check below reference -

https://msdn.microsoft.com/en-us/library/gg594433.aspx

In addition you can also write simple JavaScript based on your category value and add remove subcategory optionset options.

// Register the function in onchange of your parent optionset function OnChangeCategoryOptions() { var optionSetCategoryVal = Xrm.Page.getAttribute("new_category").getSelectedOption().value; var optionSet = Xrm.Page.ui.controls.get("new_subcategory"); var optionSetValues = optionSet.getAttribute().getOptions(); optionSet.clearOptions(); optionSetValues.forEach(function (element) { if (optionSetCategoryVal == "1") { if (element.value == "831260001" || element.value == "831260002" || element.value == "831260003" || element.value == "831260004" || element.value == "831260005" ) optionSet.addOption(element); else(element.value == "831260007" || element.value == "831260008" || element.value == "831260009" || element.value == "831260010"|| element.value == "831260011" ) optionSet.removeOption(element); } else if(optionSetCategoryVal == "2") { // do same logic } }); }
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Aric Levin 30,188 on at

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RE: Filtering option set fields

Did you take a look at Dependent Optionset Generator from Guido Preite:

crmoptionsets.azurewebsites.net

This should allow you to configure what you are looking for.

Hope this helps.