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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / SOP User Defined - Cha...
Finance | Project Operations, Human Resources, ...
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SOP User Defined - Change Text to Drop Down or Lookup

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Posted on by JL-23101911-0
Hello!
Has anyone ever modified an SOP User Defined text field into a lookup or dropdown?  Many reports and years of history are tied a text field, so moving to a lookup field is not an option.  We want to prevent users from miskeying data. 
Thanks. 
Jim
/SOP
  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    SOP User Defined - Change Text to Drop Down or Lookup
    HI Jim,
     
    Yes this can easily be done. I have already done this kind of customization for many clients. If you are looking for someone who can do it for you, I am available to offer my services.
     
     
  • Suggested answer
    David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 13,928 Most Valuable Professional on at
    SOP User Defined - Change Text to Drop Down or Lookup
    There are a number of ways you can make this work.
     
    I would recommend using Modifier to change the window and then using GP Power Tools to add the business logic (because VBA is End of Life).
     
    The next question is.... Is the list of valid values hardcoded or is it read from a table (and therefore easily changed by an administrator).
     
    Methods:
     
    1) Validate the Text Field so it only allows specific values.
    2) Validate the Text Field and add a Lookup which shows the list of specific values from a table.
    3) Change to a drop down list, with hard coded values stored in the local field definition.
    4) Change to a drop down list, with dynamic values populated by code.
    5) Change to a drop down list, with dynamics values populated from a table.
     
    The options are limited only by your imagination.
     
    GP Power Tools Portal: http://WinthropDC.com/GPPT.
     
    Let me know if you want this changed as a demo, it would take no more than 30 mins for the most complex approach.
     
    Regards

    David

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