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Microsoft Dynamics CRM (Archived)

Look up and Option Set Field Values - Dynamics 365

Posted on by 3,702

Hey I have scenario, I have two lookup fields which is hidden in the form and an workflow updating the values to the lookups, now I want to retrieve the values from  these  lookup fields and  need to  update the option set based on the lookup values in the same entity.

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  • Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Look up and Option Set Field Values - Dynamics 365

    Alex could explain me the steps to configure in the workflows by setting an lookup value to an optionset please

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Look up and Option Set Field Values - Dynamics 365

    You can't directly(as in just use a lookup value to set an option set value) - you can only do it using a number of conditions (if "lookup = A", update record: set option set value = A). But, then, you can't use javascript in the workflow either. So, you can either do it "manually" in the workflow (using those conditions), or you'll need some sort of custom workflow activity / plugin

  • Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Look up and Option Set Field Values - Dynamics 365

    Hi Alex, Thanks for your reply, how we can set the value from lookup to option set via workflow alex

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Look up and Option Set Field Values - Dynamics 365

    Hi Kishor,

     why can't you do it with yet another workflow?

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Look up and Option Set Field Values - Dynamics 365

    Hi Kishor,

    You could try retrieving the lookup values and update the option-set field using WebAPI in Javascript.

    See: scaleablesolutions.com/crud-operations-using-microsoft-dynamic-crm-web-api

    Hope this helps.

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