Text to update option set using flow

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Posted on by Lee-Martin

511

I'm trying to create a new entity from another.

The field in the originating entity is a simple text field, but the one I want to update is an option set.

I'm aware that this can't be done using an ordinary workflow, but can this be done using Microsoft Flow, or am I stuck with writing a custom workflow in C#?

Thanks

Lee

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LeoAlt 16,331 Moderator on at

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RE: Text to update option set using flow

Hi Lee,

Since you want to tirgger the action when creating record, so you should use plug-in with C# to do this.

You could register the plug-in before or after the creation of the new records.

docs.microsoft.com/.../tutorial-write-plug-in

Hope it helps.

Best Regards,

Leo
Lee-Martin 511 on at

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RE: Text to update option set using flow

Thanks

The originiating custom entity is being populated from a third party system via Logic Apps, so I have to use the creation (or update) on the entity as a trigger.
LeoAlt 16,331 Moderator on at

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RE: Text to update option set using flow

Hi partner,

In default workflow, we could not set value between fieds with different types.

So I suggest that you could use custom workflow created by C# or use web api directly to create new record.

1.C#

Since you want to set the value from text to options set, so you should konw the labels and vaules, you could do a judgement first to confirm the real value according to the text field and then set the value to option set field.

http://rokhri.com/get-optionset-value-and-set-optionset-value-in-crm-2015-plugin/

2.Web Api

You could create a custom ribbon on the main entity form and add a js function which could create a new record of other entity in it.

Here is the sample code to create a new record and set value from text to option set.

function createNewRecord(executionContext) {

    var formContext = executionContext.getFormContext();

    var optionValue = 0;

    //get text value

    var textValue = formContext.getAttribute("textField").getValue();

    //Match the correct value according to label

    if (textValue == "...") {

        optionValue = 1;

    }

    if (textValue == "...") {

        optionValue = 2;

    }

    //...

    var data =

    {

        "optionSet": optionValue

    }

    // create account record

    Xrm.WebApi.createRecord("entityLogicName", data).then(

        function success(result) {

            console.log("entity created with ID: " + result.id);

            // perform operations on record creation

        },

        function (error) {

            console.log(error.message);

            // handle error conditions

        }

    );

}

Hope it helps.

Best Regards,

Leo