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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filtering option set f...
Microsoft Dynamics CRM (Archived)

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

*This post is locked for comments

  • TT72 Profile Picture
    TT72 5 on at
    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 Profile Picture
    Mitchell M 10 on at
    RE: Filtering option set fields

    For me I had to use optionSet.removeOption(element.value);  Thanks for your contribution.

  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    RE: Filtering option set fields

    Thanks Goutam also.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filtering option set fields

    Thanks Aric, I will look into this.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    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
                }
            });
        }


     

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    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.

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