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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to set option set value

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Posted on by 55

I have created 1 account field which is simple option set in opportunity form. I want to set option set value in opportunity based on account

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi Partner,

    II have some doubts about what you mean. Isn't the account field a search field? Why is it an option set? And what mean set account option set value based on account?

    could you describe it in more detail? so that I can help you better.

    Best Regards

    Leah Ju

  • Suggested answer
    Viktorparada Profile Picture
    120 on at

    Hi @xxy, how have you been?

    Do you mean you have an OptionSet field in your Opportunity entity and another one in your Account entity and you want to set the value in the Opportunity form and maintain automatically the value also in the Account entity?

    If that is the case, you have different approach:

    From the Client: using JS you can read the OptionSet value and consuming the CRM API you can set the value in the Account entity

    From the Server: you can create a Workflow to update the linked Account based on the selected value. I'll suggest you in this case to the OptionSet be a global OptionSet, so all the values will be the same no matter the field created in the entities.

  • xxy Profile Picture
    55 on at

    Hi thanks.

    But optionset is not global optionser

  • Viktorparada Profile Picture
    120 on at

    That is not a stopper to implement mu suggestion. Off course will be better to have an Global OptionSet because are less validation to be done.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi xxy,

    Do you mean that you have two option set fields and they on the account and opportunity entity separately. And you want auto fill the option set field on opportunity form based on the value of the field that on the account form.

    If so, you can use flow to achieve it. Here are steps.

    1.create a flow.

    pastedimage1596795723076v4.png

    2.flow details.

    pastedimage1596795695507v2.png

    pastedimage1596795708381v3.png

    3.select record that you want and run this flow.

    pastedimage1596795679453v1.png

    Regards,

    Leah Ju

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