Dependant Drop Down Lists

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I have been searching for the best way to do this on the web and have come across a few options - some don't describe the process in full - and others are using code which I have no experience of and shy away from :-)

What I am looking to do is this:

For support cases - There will be an 'Incident Type' field which will have 4 options. There will then be an 'Incident Priority' field. The 2 will be linked, and each Incident Type has a different set of priorities. Currently I have it simply set up where by all the priorities are listed in a drop down. What I would like is for the available options in the Incident Priority field to be filtered dependant on what was selected in the Incident Type field.

I know this can be done and some blogs have stated that it can be set up out of the box. I am using CRM 2011 online. Would anyone have any handy links that explain how to set it up to a novice. Including how the fields should be created - or should they be created as fields or entities etc.

Any Help will be gratefully accepted!

Noel

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Muhammad Adeel Javaid 5,580 on at

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The “official” approach to develop dependent picklists is explained in the CRM 2011 SDK here:

msdn.microsoft.com/.../gg594433.aspx

For other option you can refer to these links:

www.mohamedibrahim.net/.../microsoft-dynamics-crm-building-developing-and-creating-multiple-dependant-pick-lists-option-sets-drop-down-menus

http://vardogr.net/?p=143

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Community Member on at

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Thanks for the suggested - But I was under the impression that this could be set up without having to code it - but through the customisation settings.

Thanks

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Muhammad Adeel Javaid 5,580 on at

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I will like you to refer to this document then and to follow the steps given there for customization:

www.promero.com/.../Creating_Customized_CRM_Tabs.pdf

Regards

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GL-23071537-0 on at

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Hi Noel,

The only way this can be done without code is if you use lookups rather than pick lists such as this article describes.

www.powerobjects.com/.../microsoft-dynamics-crm-2011-filtered-lookups

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hostis72 1,795 on at

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you can set up dependent look ups through entities:

Application, component and sub component (for example)

there are some OK guides out there but it takes a lot fo tweaking to get it right. but once you do. it works really well

I have been able to do this for our support team so it can be done without having to code but its not as easy as Salesforce dependent pick lists (unfortunately)

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Community Member on at

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I am getting a feel for how it should work - but haven't been able to get it running yet. I have set up 2 new entities. One for incident type and one for incident priority. I have entered records for both of them as I outlined in the above and have added a 2nd field in Incident Priority listing the Type that each priority refers to. I am unsure how to set up the relationship (1:N / N:1 / N:N). I am trying to test each option. At the minute what happens is this:

If I select the Incident Type - it lists the 4 options

If I leave the Incident Type blank the Incident Priority lists all available options

But if I select anything in Incident Type - I cant select anything in Incident Priority - the lookup cant find any matches.

So frustrating!!!! Any advise will be welcomed!

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GL-23071537-0 on at

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Hi Noel,

It sounds like you have to the two entities set up right. When you are in the Customizations area and you are on the Incident Priority, you want to create a N:1 relationship with Incident Type. Alternatively, you can be on the Incident Priority form and create a lookup to Incident type--that does the same thing. It sounds like you have done that.

From there, you then need to add all your priorities and ensure the lookup to Incident Type if filled out for each of them.

Then, you need to edit the Incident Priority field on the case form, and modify the Related Records filtering so that it filters out ONLY the priorities related to the Incident Type selected.

Let me know if that isn't clear or if you are still having trouble.

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Community Member on at

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Thats where I'm up to Gretchen. I found a great link :

www.tribridge.com/.../How-to-Set-Up-Pre-Filtered-Lookup-Fields-in-CRM-2011.aspx

that describes everything that I want to do. And I have followed the instructions there perfectly. But when I go to do the final step - setting up the filter - I don't get the option to choose 'Category - Sub- Categories' in the top dropdown box. The only option I have is for 'Categories - Lead' - I am currently trying to figure out why this is - any help would be welcomed!

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GL-23071537-0 on at

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Hi Noel,

Just to confirm--you are modifying the Incident Priority lookup, and when you go to the related regarding--all you see is something called 'Categories - Lead'?

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Community Member on at

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Sorry - When I found that link that I posted in the last post - I was following the example to the letter just to see it working. So i used her naming converntion of categories and sub-categories.

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