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ReportHello,
I need to copy the value a field (option set field) into another entity onLoad. Do I need to do a JSON call to do that?
Thanks!
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Hello,
I need to copy the value a field (option set field) into another entity onLoad. Do I need to do a JSON call to do that?
Thanks!
*This post is locked for comments
we cannot update option set value to other option set through wkflw here Op1 is optionset of primary entity and tried to set value from child entity option set bu it is not enabling fields in Looking for if we select OP1.
so go for coading
here mapping will work only when we r creating record from primary entity( mainly on click of subgrid) so as u want to set only one field go for realtime workflow or Odata
if we have relation then we can map fields or we can run workflow. if no relation go for Odata(webapi)
Hi Fitsum
Option sets are very much different than Lookup values on an entity. From a performance viewpoint, an option set is faster to return a value than a lookup value. From the copy from one entity to another, they are a bit more tricky.
Firstly, an option set holds a numeric number with a corresponding text value. So even I have two option sets in two different entities I have to check that the values in the first option set are not only the same but also have the same corresponding value. It is possible to have two options sets which are matched 100% correctly in the two entities, however, the maintenance in holding the two option sets in sync to high.
The global option set presents a possibility to assist in the maintenance of one global option set, which can be used in both entities. Reducing the need to maintain two option sets in sync over two entities. This may cause duplication in your entities as there maybe option sets out of the box that are not global option sets. You will need to weight up the pros and the cons for this.
As an aside, remember the work that you put together will be required to be maintained by yourself and someone else in the future. So look at ways of assisting yourself and others in making the maintenance of your decision easier.
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Hi Fitsum,
First thing you have to make sure is Both Option Set fields (Entity 1 & 2) should use same global Option Set.
Then you can write Javascript or Real Time Workflow to Populate Entity 2 - Option Set field based on another Entity 1 field.
Please mark as Verified if this helps.
Thanks,
Himanshu Prajapati
Hi,
Is there any relationship between the two entities? If yes, you could write Javascript to copy the value of the option-set field from the related entity record.
Hello,
If your entities have 1-N relationship then you can use mapping - crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records for population of data for child record created from context of parent.
Hi,
How do you identify the other record from the current form?
Please refer the following:
mehmetgunen.com/get-set-value-of-a-crm-option-set-value-field-using-javascript
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