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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field as a checklist
Microsoft Dynamics CRM (Archived)

Field as a checklist

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Posted on by Ahmad Saud 790

Hi

i need to create a custom field on account form, this field needs to be a checklist where multiple items can be selected. 

how can i do it.

thanks.

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  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: Field as a checklist

    thanks a lot.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Field as a checklist

    Hi Ahmed,

    Take a look below article -may be this is what you want.

    [View:https://community.dynamics.com/crm/b/mscrmcustomization/archive/2015/02/18/convert-option-set-to-multi-select-checkbox-list]

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: Field as a checklist

    thanks Swetha

    but i am working on CRM2016 server, any idea?

    thanks,

  • Swetha Poojary Salaskar Profile Picture
    Swetha Poojary Sala... 326 on at
    RE: Field as a checklist

    HI Ahmad,

    In that case you will need to design custom web resource for multi- select option set.

    You will need to design in html and javascript.

    Store the selected value in custom multi-line text field in CRM.

    Thanks,

    Swetha

    If found useful, please mark the answer as verified

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: Field as a checklist

    I am using CRM2016 server edition, does this update work with the on-premise version?

    thanks,

  • Swetha Poojary Salaskar Profile Picture
    Swetha Poojary Sala... 326 on at
    RE: Field as a checklist

    Use microsoft CRM 365 July 2017 Update: Multi-Select Option Sets

    easily make multiple selections within one field, view the data in a view, and filter on it in an Advanced Find search.

    you can refer to below link for solution:

    www.powerobjects.com/.../dynamics-365-july-2017-update-multi-select-option-sets

     

    Thanks,
    Swetha

     

    If found useful, please mark the answer as verified

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