Dynamics Community Forum Thread Details

Set Optionset values in case form on basis of select customer profile field

I have a requirement in which on case form I have a option-set and the values of this option-set should be set on basis of selected customer entity. For example, in Person enity I have fields EmailAdress1, EmailAddress2 and EmailAddress3, so now when I create case on that customer then on Case form in an optionset I need to show values of these three fields.

Hello Muhammad,

If I understood correctly, you need that the case created for that Person record has an option set field that contains the same value of the option set presnet in the person record.

So if it is correct, I suggest to you to use a global option and map the two option set ( for Case and Person ) on this global option.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-global-option-sets

Doing that will be easier when create the case, reading the value of the option set from the person and use the same for the case

You can create the case from the person uisng something similar:

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openform#example-2-open-an-entity-form-for-new-record

To populate the option set field you can use something like:

var entityFormOptions = {};
entityFormOptions["entityName"] = "account";

// Set default values for the Account form
var formParameters = {};
formParameters["new_customoption"] = 100000000; // need to use the value you have in the option

// Open the form.
Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});

Regards

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