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Microsoft Dynamics CRM (Archived)

Create opportunity field automatically

Posted on by 1,670

Hi,

i need to add new option list to opportunity contains the source of opportunity (website, fax, mobile,mail.... ) and when the user choose one of option in the list, new field created depend in the type of option (mail field, mobile number...), how to customize or develop this, any idea ?

thanks. 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create opportunity field automatically

    It sounds to me like you need this:

    One option set field

    A series of text fields to store related data (email, website, mobile...), all added to the form but not visible by default.

    A Business Rule to reveal the appropriate field based on the user's option set selection.

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: Create opportunity field automatically

    Ammar,

    Plugin is kind of overkill if you achieved it using Business Rule.

    Example here:

    www.powerobjects.com/.../setting-field-values-vs-setting-default-values-business-rules

    Hope this helps.

    Thanks.

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Create opportunity field automatically

    can you give a links about business rule of JS and it is possible to publish as a plugin for dynamics CRM ?

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: Create opportunity field automatically

    Ammar,

    Oh..

    If this then you can use Business Rule of JavaScript if too complex.

    Because your subject is 'Create field' so that I thought you wanted to create a field programmatically.

    Or you can try to elaborate more if you cannot achieve this using business rule,.

    Thanks,

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: Create opportunity field automatically

    You can achieve your requirement by using business rules :)

    Please refer to : technet.microsoft.com/.../dn531086.aspx

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Create opportunity field automatically

    thanks for all, yes Aileen, fill value accordingly based on another field

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: Create opportunity field automatically

    Ammar,

    What do you want to achieve?

    -Create new field in the Opportunity Entity

    -Create new Option Set value

    -Or Fill value accordingly based on another field?

    Thanks,

  • Verified answer
    Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at
    RE: Create opportunity field automatically

    create one field to enter the data, set it to be hidden and use the business rule to enable\display the field and validate it according to the option chosen on the picklist\optionset

    www.dynamicscrmpros.com/hiding-section-fields-microsoft-dynamics-crm-2013-using-business-rules

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: Create opportunity field automatically

    Ammar,

    You can create new field programmatically:

    Using CreateAttributeRequest

    msdn.microsoft.com/.../gg509025.aspx

    msdn.microsoft.com/.../microsoft.xrm.sdk.messages.createattributerequest.aspx

    Hope this helps.

    Thanks.

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: Create opportunity field automatically

    Dear Ammar,

    You can use business rules, please take a look to this link : www.dynamicscrmpros.com/hiding-section-fields-microsoft-dynamics-crm-2013-using-business-rules

    Regards,

    Abed.

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