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Microsoft Dynamics CRM (Archived)

Creation Of conditional option set in CRM 2016

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Hi All,

         I would like create conditional option set Field and Conditional Value field in CRM 2016 Online for 

Auto-Numbering. How do I create those fields and what are the data-types for these two fields???

Thank You

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  • Suggested answer
    Andreas Cieslik Profile Picture
    9,267 on at
    RE: Creation Of conditional option set in CRM 2016

    Conditional Option-set is rather complex to find a solution, you could adapt something from here and fit it to your requirements:

    Another more simple approach would be to use lookup fields. There you can change the view, filter of the items displayed with custom or existing views:

    msdn.microsoft.com/.../gg334266.aspx

    Sample:

    www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

    For auto-numbering you could implement a custom workflow with a configuration entity to deal and set your conditions.

    Or use existing auto-numbering solutions you can find with Google.

    Or adapt this sample to fit your requirements:

    www.encorebusiness.com/.../dynamics-crm-auto-number-entities

  • Suggested answer
    ashlega Profile Picture
    34,477 on at
    RE: Creation Of conditional option set in CRM 2016

    Hi,

     there is no "conditional optionset" - there is an optionset.. Not sure what exactly you are trying to do, but you can use javascript to show only a subset of values (actually, it's more like you can "remove" the values you don't need to show):

    msdn.microsoft.com/.../gg334266.aspx

     Just keep in mind all those options have to be added through the configuration first. Then you can add/remove them, but you can't add something that has not been added through the configuration.

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