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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Fields in dynamics 365
Microsoft Dynamics 365 | Integration, Dataverse...
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Fields in dynamics 365

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Posted on by Sumaira Noor 1,075

Hi community experts

I have a requirement.

The scenario is like this

Presently, in our CRM, country and state fields are entered manually.

Now i should make those fields a dependent drop down. And I was able to achieve that.

However i had to create the new country and state fields as  it is  of seperate type.

But my question is, the client wants me to make the old country and state fields read only or disable.

And let only the new fields to be displayed on the form. also he wants the old fields data to be transferred to new fields and later disable those old fields.

How do i achieve that?

If anybody could guide me, it would be a great help.

Thank you

Sumaira Noor

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Fields in dynamics 365

    Hi Sumaira,

    It's glad that your problem has been solved and thanks for your support. :)

    Regards,

    Clofly

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Fields in dynamics 365

    Thanks for the response Clofly.

    Sorry for the delayed response.

    I'll surely try it and get back.

    Best Regards,

    Sumaira Noor

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Fields in dynamics 365

    Hi Sumaira Noor

    Please let me know whether your problem could been solved with multiple "if check condition" to transfer data from text to optionset field.

    If you still have any doubt, I will keep following the thread and reply you the first time. thanks.

    Regards,

    Clofly

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Fields in dynamics 365

    Hi Sumaira,

    Due to text field is not compatible with option set field, so we should build a plug-in with custom code to achieve it.

    However, if there aren't too many items in your optionset field, 

    you could just add multiple check condition with enumeration in OOB way.

    If text field equals A,

       then update optionset field to A

    If text field equals B,

      then update optionset field to B

    Just list all available items.

    pastedimage1571811112399v2.png

    Regards,

    Clofly

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Fields in dynamics 365

    Thanks for the response clofly.

    I think your approach is good.

    But I have a text field and from that i need to transfer data to option set field via workflow.

    I have no idea about how to do that from text to option set one.

    If you could please guide me in detailed step it would be helpful

    Thank you

    Sumaira Noor

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Fields in dynamics 365

    Hi Sumaira,

    From your description and as per my understanding,

    it seems that old country and state had data in previous record, 

    now you would like to transfer data from these old fields to new fields ?

    If so, you could create an on-demand workflow for this entity, 

    and add Update Record step in the workflow to transfer data from the old to new,

    then select all records in entity list view and execute the workflow for them for bulk update/transfering.

    pastedimage1571794519597v1.png

    While to disable old fields:

    > you could create a script type web resource with code to disable old fields.

    > use business rule in form editor to disable fields

    > set fields to be read-only in field properties in form editor

    Regards,

    Clofly 

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