Create opportunity field automatically

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Posted on by Ammar Zaied

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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 Microsoft Employee on at

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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.
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Aileen Gusni 44,522 on at

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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 1,670 on at

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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 ?
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Aileen Gusni 44,522 on at

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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,
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Abed Haniyah 4,285 on at

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RE: Create opportunity field automatically

You can achieve your requirement by using business rules :)

Please refer to : technet.microsoft.com/.../dn531086.aspx
Ammar Zaied 1,670 on at

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RE: Create opportunity field automatically

thanks for all, yes Aileen, fill value accordingly based on another field
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Aileen Gusni 44,522 on at

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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,
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Bruno Lucas 5,421 on at

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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
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Aileen Gusni 44,522 on at

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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.
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Abed Haniyah 4,285 on at

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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.