Restrict or Hide options in option set

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Hi,

In our opportunities form, I'm using 2 option sets to capture the 'Estimated Purchase Time frame'. One for Fiscal year, and one for quarter. Our purchase time frames can span many months and this will let sales managers see a pipeline based on estimated purchase quarter.

I'm planning for opportunity entries in the future, since removing items from option sets will remove recorded data, I want to hide past fiscal years. Eg. if an opportunity is created in 2018, I want to hide the option 2016 & 2017 from my estimated purchase time frame fiscal year option set. Is this possible?

I checked the business rules, but it only lets you show/hide entire fields, not individual option items.

Is it possible with Javascript?

I would need something to check created on date then hide the options. eg.

If created on date is greater than Dec. 31 2016, then hide option '2016'

If created on date is greater than Dec. 31 2017, then hide option '2017' etc.

I don't know javascript, where can I find the naming convention for crm fields and entities?

Thanks

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TheMarkChristie 10,328 Moderator on at

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I would say you would be best to use a business rule

Make both option sets hidden by default and then setup as so

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Community Member on at

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I've tried this business rule, but it hide the entire field. I just want to hide options within a field.

eg. estimated purchase FY options:

2016

2017

2018

2019

when opportunities are created in 2018, I want to hide 2016 & 2017

if it's too difficult to customize, I'll just leave them there and set the default to the current year, as it's not a huge deal to hide them...maybe if it's 10+ yrs down the line

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TheMarkChristie 10,328 Moderator on at

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Ahhh ok that makes sense, I would actually then just create a rule and set it automatically for them,

If created on date >2016 then set value of option set to 2016 - then lock it

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Neil Parkhurst 10,727 User Group Leader on at

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Try having a look at this ...

neilparkhurst.com/.../javascript-control-optionset-values

You can use removeoption in javascript to hide the options if required.

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Jharana Baliyar Singh 2,667 on at

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Hi cynthia,

You can remove the option from optionset by using this code :

Xrm.Page.getControl("optionsetfieldschemaname").removeOption("OptionsetValue")

By using this it willnot remove from db only it will hide the value.

Thanks,

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Community Member on at

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You can use JS control

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Community Member on at

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Thanks Jharana, this worked.

Do you know how to add a condition to check the created on date to trigger the function? Will this slow down loading my forms?

I'm working on contract, so I don't think anyone will be around to manually activate this jscript after I leave. If it will slow down loading, I can just include this in my documentation.

Thanks

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Neil Parkhurst 10,727 User Group Leader on at

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The removeOption command only removes the values from the optionset as selectable at runtime. They are still present as possible options in the database. You'd want to create a function that is called from your onload event when the form loads.

I don't think the performance impact will be significant.

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Saddamk206 777 on at

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Hi,

Also can try this:-

for (var i = 0; i < Xrm.Page.getAttribute("FieldName").getOptions().length; i++)
{

Xrm.Page.getControl("FieldName").removeOption(Xrm.Page.getAttribute("FieldName").getOptions()[i].value);
}

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