Filter Option set depending upon the another option set

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Posted on by Saratha

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I am using Dynamics 365 V9 online instance. I would like to know how to filter option set depending upon another option set value. I have used SDK.DependentOptionSet and XML for filtering. Now, Dynamics 365 V9 deprecated SDK libraries. Is there any other way can do filtering in D365 V9 instance.

In the below link, they have mentioned about "Dependent option set generator". Is it supported way.

https://crmoptionsets.azurewebsites.net/

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Aric Levin - MVP 30,190 Moderator on at

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It seems like the dependent option set solution (in your link) has been updated to v9. Make sure that you download the managed solution for v9.

It is hard to know what Microsoft has in store for us in regards to having an OOB solution for this, but I think this is a great solution in the meantime.

Also, this works for Multiselect Optionsets as well.

Hope this helps.

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Saratha 619 on at

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Hi Aric,

I am not using third party solution in my customization. Because during Microsoft Dynamics 365 upgrading time, some of the third party solution won't support Dynamics 365 features. So I would like to know that this is third party solution or Microsoft released it.

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Adrian Begovich 1,027 Moderator on at

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Hi Saratha,

You can achieve this with a JavaScript function that runs when the values on the option set fields change. The JavaScript function will need to check the value of the second option set field and filter the first option set field accordingly.

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LeoAlt 16,331 Moderator on at

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Good day partner,

You could use Business Rules to achieve this requirement without coding.

For example, I have two option set fields "OptionA" and "OptionB", When I choose "A" in "OptionA", I want "OptionB" set value to "1".

Hope it helps.

Best Regards,

Leo

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Aric Levin - MVP 30,190 Moderator on at

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Hi Saratha,

This is a third party solution release by Guido Preite, one of the long time Microsoft Dynamics 365 MVPs.

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Saratha 619 on at

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Thanks for the confirmation Aric.

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Saratha 619 on at

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Hi Leo,

Thanks for the response. According to your solution, we can set only one default value for another option set. But I would like to filter multiple values in the another option set.

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LeoAlt 16,331 Moderator on at

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Hi Saratha,
If you mean you want set if optionA="A"or"B"or"C" and then optionB="1", it is also possible with Business Rules.
You just need to set your filter conditions and apply them. For example, let's follow this logic:
If optionA="A"
   then optionB="1";
If optionA="B"
   then optionB="1";
If optionA="C"
   then optionB="1";
This logic could also be understood in this way: if optionA="A","B"or"C", then optionB="1".
You could match any condition in Business rules.

Just like this screenshot.

Hope it helps.

Best Regards,

Leo

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SarfarazNaz 25 on at

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I think what she means is if option A is selected, then the dependent option set shows multiple values like 1, 2 or 3

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