Hi there,
I want to generate a field which has a drop down menu (CRM calls it Options Set), including the option to use a free text field.
Is there a nice solution for this issue?
thx
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To add to what everyone else said, I would also say from a business process perspective, this is a bad idea. Option Sets are designed for strictly defined types of data, and are generally reported on. Giving users the ability to type in their own (or even "other") is a great way to get bad data and bad reports.
I would strongly suggest having a conversation with the business and finding a way to either eliminate the write-in options, or separate out the write-in concept into a completely different field (like Alex mentioned).
CRM does not have that available out of the box using the option sets.
There are two ways that you can do this.
The first is use a Lookup control to a custom entity that you create. If the user will need to create a new value, they will be able to click on the New button in the lookup control and create a new entry.
The second option is to create an Option set, and have one of the options as other. When they click on other, display a text field under where they can enter their data.
If you need this data to be stored in the option set, you can have a backend process (plugin), that will create that new value in the option set.
Good luck.
Hi,
you can't do that in Dynamics. You might, possibly, create a new text field and add "other" option to the option set.. then you might show and hide that text field using a business rule.
However, those will be literally two different fields(in the views, in the filters, everywhere)
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