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Easiest way to flag data

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Posted on by r4vvm 180

If i have a around 50 contact records I want to flag to state they have all received a gift voucher, what is the easiest way to do this in UUI? 

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Dynamics 365 Administration
  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Easiest way to flag data

    You can use Marketing Lists, create one for 'Gift Voucher' and add the 50 contacts. You can do the same for your other lists.

    If thats not a good option, you can create some sort of N to N or Contact to Many - 'Event Storage' type table.  Create a record tying the Contact to that entity, one record for each 'list' they are a part of, then you can track it that way too.

  • r4vvm Profile Picture
    r4vvm 180 on at
    RE: Easiest way to flag data

    Problem is the multi select option set does not display very user friendly

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,866 on at
    RE: Easiest way to flag data

    Hi r4vvm,

    You can create a MultiSelect Option Set field and set all flags as its options.

    pastedimage1608693398854v1.png

    Use this field to mark records.

  • r4vvm Profile Picture
    r4vvm 180 on at
    RE: Easiest way to flag data

    Hi,

    Unfortunately i will need to flags record with a number of different options and i do not want to create a field for these everytime.

    Is there any alternative?

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,866 on at
    RE: Easiest way to flag data

    Hi r4vvm,

    I will create a Two Option field for the Contact entity and add it to the form. Then go to the Contact view, batch edit contact records, and select the new field as Yes.

    pastedimage1608630917901v1.png

    pastedimage1608631104209v2.png

    pastedimage1608631152943v3.png

    pastedimage1608631171604v4.png

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