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Microsoft Dynamics CRM (Archived)

How to use liquid to get global "option set" in portal

Posted on by Microsoft Employee

I'm define the choose value in global option set, but how to get its in portal.

Like use entities to get entity.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to use liquid to get global "option set" in portal

    Yes , You are right, I'm doing like this now.

  • Verified answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: How to use liquid to get global "option set" in portal

    Hi Evan,

    The one thing that you might consider is using an Entity (as a Lookup Entity) instead of an Optionset/Global Optionset.

    That way you can add/remove values from the lookup entity as needed.

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to use liquid to get global "option set" in portal

    Hi Aric,

    Thank you for your help, Maybe portal not support to get the global option set.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: How to use liquid to get global "option set" in portal

    Hi Evan,

    If you are displaying a form on the portal that has an optionset, the optionset control will always display the values of the control on the form, whether it comes from an local or global optionset. The Portal user has no control of making changes to that optionset, but the values displayed to the user on the portal will always be the same values as of the Published Local or Global Optionset attribute.

    If you add a value inside of CRM to the Global Optionset, that will retrieve the correct values to the user after you Publish your changes.

    If you need to display the values that are inside the Optionset to the user, not inside an Entity Form, but in a different manner, I don't think you can do that, as you have to query the metadata.

    You can follow the following link to get data in an Entity Form on the Portal:

    docs.microsoft.com/.../walkthrough-get-data-on-portal

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to use liquid to get global "option set" in portal

    Hi Aric,

    Example:

    An entity has a option set field "CategoryField", The field option set is from global option set "EntityCategory", An then, We can sync entity option set field's option to  portal with global option set "EntityCategory", If portal cannot get global option set, then we need add new option set  in future manually.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to use liquid to get global "option set" in portal

    Hi Aric,

    We are define a variety of types for entities, User can change(add,delete) type to fix the future business logic need, And then, The portal can auto display right types for user search.

    Like:

    A Entity has a field: cat_abc(value:1)

    portal: <dropdown><option value="1">cat_abc</option></dropdown>

    the future, user add a type:cat_123(value:2)

    portal:<dropdown><option value="1">cat_abc</option><option value="2">cat_123</option></dropdown>

    ============================================================================

    2018-05-31:

    Like:

    An entity has a option set field "CategoryField", The field option set is from global option set "EntityCategory", An then, We can sync entity option set field's option to  portal with global option set "EntityCategory", If portal cannot get global option set, then we need add new option set  in future manually.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: How to use liquid to get global "option set" in portal

    Hi Evan,

    I don't think there is a way to get a global option set in Portals.

    Can you please explain what you are trying to do/implement?

    You can display the values in a Option Set field on a form for example, but not sure what you are trying to do exactly.

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