Fill custom field using Export in Excel Online

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Posted on by ThimiosSp

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Hi all,

I created a custom Leads MultiSelect Option Set field (using Option Sets). I cannot fill in the field through the form as for Disqualified Leads editing is not allowed.

After preparing a view with Disqualified Leads, I exported to Excel Online and filled in the fields. Unfortunately, all failed during import.

Do you happen to have an explanation or maybe a workaround for that?

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Amit Katariya007 10,409 Moderator on at

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Hello User,

You can use background logics like flow, Console, Webapi, etc. to update deactivated record.

Please refer below article where we can update a multiselect using the flow.

www.endeavour365.ca/.../

Thank you,

Amit Katariya

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ThimiosSp 200 on at

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Thank you for your prompt reply Amit, yet your suggested method is about auto filling the field which is not my case.

We review Opportunity history and set one or more values out of approximately 25 in the field.

Do you happen to have any other ideas?

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Amit Katariya007 10,409 Moderator on at

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can you elaborate your requirement more? like are you referring any field then deciding to update multiselect option set field ?

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ThimiosSp 200 on at

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Field is about Lost Reason. So we choose one or more options after reviewing the Lead history (as said these are already Disqualified Leads).

So it cannot be handled by a flow. Is this clear now?

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Leco Lv Microsoft Employee on at

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Hi partner,

You can unlock the field with the business rule.

Here I use 'status reason' as an example, which is a Multiselect Option Set field.

After this, you will find that you can edit the field even if the status is read-only, and the field is automatically saved when you exit the form.

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Amit Katariya007 10,409 Moderator on at

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Hello,

If you want to make that field as editable then you can use JS or Business rule.

Please follow below article and make sure to run this function when status is deactivated (as per your requirement).

blog.magnetismsolutions.com/.../updating-data-on-inactive-records-in-dynamics-365

Thank You,

Amit katariya

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ThimiosSp 200 on at

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Thank you Leco Lv for pointing that out.

Unfortunately, even though there is a custom field under Leads entity, it does not appear when creating the business rule.

Any ideas why it this?

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Amit Katariya007 10,409 Moderator on at

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Multi select option set can not be used in business rule. It is a system limitation. Try to use JS.

experience.dynamics.com/.../

Thank you,

Amit Katariya

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ThimiosSp 200 on at

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Really appreciate your effort but unfortunately my skills do not include JS

Thank you anyway.

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Amit Katariya007 10,409 Moderator on at

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No problem will share a JS snippet.

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