Update default country field based on Option Set value

(0) Share

Report

Posted on by Community Member

Hi,

With data consistency in mind, I would like to automatically update the value of the country field (in Account Addresses) update automatically once the value of another field (which is a custom option-set) changes.

A simple figure below about what I am trying to achieve.

2570.Untitled_2D00_2.jpg

What are the possible ways to achieve this?

I wonder why the country field is not dynamic in Dynamics already...

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (3)

Sort by

Verified answer

ram r on at

Like (1)

Report
Copy link

Link copied!

If you want it to be realtime you can do a JavaScript and if you are fine with after save then you can go for a plugin or a workflow.

community.dynamics.com/.../know-how-d365-crm-javascript-optionset-related-methods-get-set-add-remove-retrieve-all-remove-all

Was this reply helpful? Yes No
Suggested answer

Adrian Begovich 1,032 Moderator on at

Like (1)

Report
Copy link

Link copied!
Hi Sologo,

JavaScript is definitely the best way to solve this problem. The general approach to building the JavaScript is as follows.

Create a JavaScript file and make it run On Change of the "Country" field.

Set the "Country/region" field based on the value of the "Country" field.

Was this reply helpful? Yes No
Verified answer

Inogic 766 on at

Like (1)

Report
Copy link

Link copied!

To achieve the same you can use either JavaScript or plugin/Workflow based on your use case.

If you want to populate the country at client side you can go with JavaScript and if you want to populate the country at server side then you can go with Workflow/Plugin.

If you are using JavaScript

Fetch and set value using “Xrm.Page.getAttribute(attribute).getText()”

function onchangeCountry () {

let obj = Xrm.Page.getAttribute("country ");

    If (obj != null) {

        //Get OptionSet Value

  Let countryLabel= obj.getText() ;

Xrm.Page.getAttribute("Country/Region ").setValue(countryLabel);

    }

}

If this answered your question, please make sure to Mark this as an Answer.

Thanks!

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (1)

Report
Copy link

Link copied!

Hi Solago,

In addition I would suggest to implement business rules for this.

Was this reply helpful? Yes No
Verified answer

Nithya Gopinath 17,078 on at

Like (1)

Report
Copy link

Link copied!
Hi Solago,

You can register the JS function below on change of the custom-optionset in Form Properties in Form Editor.

function onChangeCustomOption(){ var customOptionSet = Xrm.Page.getAttribute("customOptionSetLogicalName"); if(customOptionSet != null){ var customOptionText = customOptionSet.getText(); Xrm.Page.getAttribute("countryLogicalName").setValue(customOptionText); } }

Hope this helps.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi everyone,

Thanks for the very helpful replies.

I implemented the js approach mentioned below and auto-update of the "country/region" was successful.

However, once I click save, the "country/region" is emptied out (nulled) after the page refreshes.

There should be an additional step to save it as well ?

Thank you

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

OK, the reason was that the default country field was read-only (which is what I want).

Is it possible to save the new value in the field even if the field is read-only?

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi Solago,

Yes you can save the read-only field. Make sure you set setSubmitMode = always in the onload of the form.

Xrm.Page.getAttribute("CountryFieldName").setSubmitMode("always")

Was this reply helpful? Yes No