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Suggested answer

Field mappings (Choice fields) in relationship. ID is mapped instead of value

Posted on by 5

Need a help.

When I qualify Lead to opportunity, my need is that opportunity type (choice) should come from Lead type (choice field). So used the field mapping in the relationship. Since I have more values in Opportunity type choice field comparing to Lead Type field, I am not getting the same value I have selected in Lead type field in Opportunity, instead the opportunity value set using the ID of the selection in Lead type.

Eg: in Lead - The Lead type has following value : (Same order)

1. Email

2. Call

3. Meeting

4. Telesales

Opportunity Type in Opportunity Entity in following Order:

1. Group Sales

2. Email

3. Call

4. Meeting

5. Telesales

6. International

My scenario is that, if my Lead type is - /Email/Call/Meeting/Telesales, corresponding value should be auto selected in Opportunity Type field in Opportunity. 

But what is happening here is, if my Lead type is "Email", when it is converted as "Opportunity, the Opportunity Type is selected as "Group Sales" as field mapping uses index instead of values.

Is there any solution or feature to check based on values, instead of indexes?

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Field mappings (Choice fields) in relationship. ID is mapped instead of value

    Hi Sen,

    For choice type column, it consists of two parts: Label and values.

    pastedimage1677549621232v1.png

    When you map a choice field, it is based on the value rather than the label.

    According to your description, you think that labels are values and values are indexes, which is an unsuitable statement.

    If you want to two choice columns show same label, they should have same value.

    The Lead type like this:

    pastedimage1677550047757v3.png

    Opportunity Type should like this:

    pastedimage1677550013361v2.png

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