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I have crated an option set list as global which will be appended to activities cards so the user can record sub activity conversations. These conversation codes are a list of 40+ which relate to specific topic areas broken out over 7 lead topics.
I want to avoid having 7 separate option set lists, as these codes are subject to quarterly changes and having to update 7 lists and change reporting in the data warehouse would make it an extensive job.
Is there a way to assign a heading in the option set list drop down? or what would be the best way to serve these options up?
Thanks
Damien
In Dynamics, there is no way to assign a heading in the option set list drop down. However, there are a few alternative approaches you could consider:
Use a naming convention to group the options by lead topic, e.g. "Lead Topic A - Conversation Code 1", "Lead Topic A - Conversation Code 2", "Lead Topic B - Conversation Code 1", etc. This would make it easier to identify which options relate to which lead topics.
Use a single option set with all 40+ options, and add a separate custom field to record the lead topic for each activity. This would allow you to capture the lead topic information without having to update multiple option sets, and would also make it easier to report on activities by lead topic.
Consider using a lookup field instead of an option set, where each record in the lookup table represents a conversation code and includes fields for the lead topic and code description. This would allow you to easily add or remove conversation codes without affecting any other codes, and would make it easier to report on activities by lead topic and conversation code.
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