Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Filter an Option Set

Posted on by Microsoft Employee

Hi!!!

Is it possible to filter an option set based on the value select in a lookup?

I have a lookup with 9 different teams, I also have an option set with different tasks that those teams are in charge to do.

But I want that every time that somebody chooses a different team, the options set shows just the tasks related with the team they choose.

Is that possible?  

I'm learning CRM not very sure how to do something like that!!

THANKS!

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Filter an Option Set

    Hi,

    There is a sample of deoendent optionset in sdk. Take a look and see if suits your requirement.

    msdn.microsoft.com/.../gg594433(v=crm.8).aspx

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Filter an Option Set

    Another choice is to have Filtered Lookups.

    The second lookup will be an entity that will contain a field for the value, and another field containing a lookup to the first entity.

    Think of a scenario having an entity for States and Cities.

    The first lookup will have the State, when you select the State, it will auto populate in the second lookup the list of cities for that state.

    See the following article explaining how this works.

    www.powerobjects.com/.../how-to-use-dependent-lookups-for-dynamics-crm-201320152016

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Filter an Option Set

    Hello,

    Here is overview how you can control list of items displayed in optionset - neilparkhurst.com/.../javascript-control-optionset-values

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans