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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Option Set field Mapping
Customer experience | Sales, Customer Insights,...
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Option Set field Mapping

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Posted on by PS10 428

Hi Experts, 

I have  two entities say A and B with relation of (A)1:N(B).

I have an option set O with values 1, 2, 3, 4 and sits on entity A. This value of O can change anytime on a particular record.

Now i want same option set on entity B, and want to map and change the value of O on B with the same value as on A.

eg. 

Say on a record to begin with, A--> O = 2 then I want on all related records of B to be set as O = 2

When on the same record, value changes to say 1, A-> O = 1 then all related records of B--> O must change to 1.

Any suggestions please. 

Note: we are d365 on-premise

Thanks,

PS

  • dian74 Profile Picture
    dian74 2,475 Most Valuable Professional on at
    RE: Option Set field Mapping

    Great! You're welcome!

  • PS10 Profile Picture
    PS10 428 on at
    RE: Option Set field Mapping

    Thanks for your reply Charan, keeping it out of box, Quick view form worked.

  • Suggested answer
    PS10 Profile Picture
    PS10 428 on at
    RE: Option Set field Mapping

    Hi Dian,

    Thank you for your reply, that's what i did and it worked.

    Thanks,

    PS

  • Verified answer
    dian74 Profile Picture
    dian74 2,475 Most Valuable Professional on at
    RE: Option Set field Mapping

    It looks like the option set of the B table needs to have the same value as the option set on the A table. Instead of building a separate option set on the B table and having to update the value, why don't you create a quick view form with the optionset field from the A table and place the form on the 'B' table? This way you'll be able to see the value. You can also create views for the 'B' table where you pull in the option set from the 'A' table. 

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User 2024 Season 1 on at
    RE: Option Set field Mapping

    Hi PS10,

    Create plug-in steps which triggers on update of option set field O on entity A and on create of entity B.

    Plug-in step which triggers on update of field on entity A sets the option set field O on all child records of B entity from parent record of entity A.

    Plug-in step which triggers on create of entity B record will set the option set field O on record of B entity (which is being created) from parent record of entity A. This create plug-in step can also be replaced by field mapping under the N:1 relationship on entity B.

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