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Auto Populate option set field on one entity with values from text field from another entity

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Hi,

I am looking for possible solutions to Auto Polulate option set field on one entity with values from text field from another entity. So for example I have a field /State/ in Accounts where the data type is Text. Next, I have again the /State/ field in Opportunity where data type is /Option set/. I am trying to auto populate my state field in Opportunity form from values of State field (Text) existing in Accounts entity. If in Accounts table that field is blank then I want user to select one value from the option set.

My challenge is the data type of State field is different in both entities.

Any workaround to above issue?

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Martin Dráb 237,965 Most Valuable Professional on at

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D365 consists of many applications, such as Finance and Operations, Sales or Business Central. You're asking in D365 general forum, therefore it's not clear which product you have in mind. Adding this information is crucial, because each of the products works in a very different way, use a different programming language and so on. Then moderators will be able to move thread to the right forum.

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Leah Ju Microsoft Employee on at

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Hi Partner,

Yes, you can use Javascript code to achieve it.

If the value in the text field is not an option that already exists in the option set field, you need to create the new option firstly:

--formContext.getControl(arg).addOption(option, index);

https://www.crmcrate.com/javascript/how-to-add-remove-optionset-values-programmatically-in-dynamics-365-crm/

If the option already exists, you can set the value directly:

https://carldesouza.com/get-and-set-field-values-using-formcontext-and-javascript-with-dynamics-365/
I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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