Dynamics Community Forum Thread Details

How do I filter a drop down field when it is within a Business Process Flow?

Background:

Due to legacy data I was forced to split a drop down field to contain 2 categories of values. One named "Tech Support" and the other named "Customer Care". Originally the name of the field was "Issue Types". This field was pulling the data from a custom entity, so I created a new field within the custom entity and named it "Issue Category". I added in the categories for existing data and added some new issue Types. On the Form, originally there was just the one field, but now I have two of the same fields each being filtered by their respected categories. One field Labeled "Tech Support" with a drop down list only displaying the values within that category. And the same goes for the "Customer Care" field which is only showing the "Custom Care" category Issues. I thought everything was ok until , some pointed out that they are seing Customer Care options in the Tech Support field. I looked at the field and everything looked fine to me. But then someone was smart and specifically told where it was happening. In the Business Process Flow, ugggggg, thinking I could just go in the and apply the filter and be done with it, no, not on this one.

Request for assistance:

Could someone help me with some JavaScript that would allow me to filter the drop down menu . I will only need to have the "Tech Support" filter applied.

details:

Field name: "new_technicalsupportissue"

Field data type: Lookup

Target Record Type: "Issue Type"

Filtered on System view: "Technical Support Issues"

Proccess Name: "Phone to Case Process - Customer Care"

Category: Business Process Flow

Primary entity: Case

Stage: Investigation/Discovery

Category: Investigation/Discovery

Step: Data Step #7

Any help would be greatly appreciated.