I am looking to add a Multi select optionset in a CRM 2016 entity form. As Multi select optionset is not an available out of box field type (we have optionset, two options available).
How to create this particular field type?
(P.S. - I have tried some Javascript to enable optionset as multi select but having troubles here. Is there a way other than this?)
In addition to DotNetPro answer, would like to mention next Dynamics CRM 365 (online) update # July 2017 will have new datatype: Multi-select optionset
For now, N:N relationship will give you supported customizations.
If you are using Matre blog, consider Shaik's reply on this thread.
You might want to also consider using editable sub-grids to create child records which simply have the option set on.
There is no out of the box support for multi-select pick lists in Dynamics CRM but since the latest UI improvements in CRM2016 you can use a standard N:N Relationship with form sub-grid to get a most respectable multiple selection form field.
You can try some JavaScript that will convert the OptionSet to Multi-select but these will be un-supported customization's and the functionality could break in future upgrades.
Sample Code on the 2nd Url below:
//Coverts option list to checkbox list.
function ConvertDropDownToCheckBoxList() {
var dropdownOptions = parent.Xrm.Page.getAttribute("new_makeyear").getOptions();
var selectedValue = parent.Xrm.Page.getAttribute("new_selectedyears").getValue();
$(dropdownOptions).each(function (i, e) {
var rText = $(this)[0].text;
var rvalue = $(this)[0].value;
var isChecked = false;
if (rText != '') {
if (selectedValue != null && selectedValue.indexOf(rvalue) != -1)
isChecked = true;
/* Remove spaces before input, label word and end tags of input & label*/
var checkbox = "< input type='checkbox' name='r'/ >< label> " + rText + "</ label>"
Simple multi-select lists in CRM 2013
There is no out of the box support for multi-selec
Convert Option set to multi select Checkbox list
Related
I am trying to use the Multiselect option set and want to build it dynamically, the addOption() is populating the multiselect field correctly, but on save of record it is prompting the validation error.
On change of contact lookup, I am populating the abc_multiselect field. It is populating fine dynamically then user selects the required options from multiselect field, but on save of record (Ribbon Save button not custom save event of form) the CRM is not accepting the values.
MSCRM Version
Server version: 9.2.22081.00182
Client version: 1.4.4647-2208.1
function polulate(executionContext){
var formContext = executionContext.getFormContext();
var multiselect = formContext.getControl("abc_multiselect");
var high = {value : 895390001, text : "High"};
multiselect.addOption(high);
}
The error is;
On Popup
One or more of the option values for this picklist are not in the range of allowed values.
Details
Exception Message: A validation error occurred. The value 895390001 of 'abc_multiselect' on record of type 'abc_ENTITY' is outside the valid range. Accepted Values:
ErrorCode: -2147204326
HexErrorCode: 0x8004431a
ErrorDetails:
ApiExceptionSourceKey: Plugin/Microsoft.Crm.ObjectModel.TargetAttributeValidationPlugin
ApiStepKey: fc743e7d-fbea-4695-bdb9-7d78334c8474
ApiDepthKey: 1
ApiActivityIdKey: 3907c6d7-ef4a-437e-946f-55e0f956fc3e
ApiPluginSolutionNameKey: System
ApiStepSolutionNameKey: System
ApiExceptionCategory: ClientError
ApiExceptionMessageName: PicklistValueOutOfRange
ApiExceptionHttpStatusCode: 400
HelpLink: http://go.microsoft.com/fwlink/?LinkID=398563&error=Microsoft.Crm.CrmException%3a8004431a&client=platform
TraceText:
[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.TargetAttributeValidationPlugin]
[fc743e7d-fbea-4695-bdb9-7d78334c8474: TargetAttributeValidationPlugin]
Activity Id: 28d5f67f-bf24-4eca-9124-cf95cf06dc30
I also tried to make all option set values hard coded (Added during the multiselect field creation), it worked smoothly. No issue ! But on dynamically population; on save, the CRM is not accepting the values.
I have tried this , this, this and this but all in vain.
Any one can guide, what is missing?
Update 1
function polulate(executionContext){
var formContext = executionContext.getFormContext();
var multiselect = formContext.getControl("abc_multiselect");
multiselect.clearOptions();
var high = {value : 895390001, text : "High"};
multiselect.addOption(high);
}
I also checked by changing the value from 895390001 to 895390000 and even to 100 and 101 but still same issue.
https://stackoverflow.com/a/48011975/5436880
This should solve your issue? most probably option set does not have 895390001 or it is already selected. you could also try to clear all option sets and then add
clear options
For using addOption those options need to be there in metadata first. You cannot add an option that is not present in metadata. Example can be Suppose you have Option A, 1 and 3 in Metadata. now you want to add another option 4 using Javascript "addOption", it is not possible.
In your case, get a maximum possible set or options in the optionset now onload of form or Onchange of field "removeOption " the options that are not required.
I am working on 2016 on-premise MSCRM, I need to check each record in bulk edit and alert the user if something is wrong, I tried to alert it from my update plugin but only general msg appeared, now I'm trying to get all records selected in bulk edit, I googled and found this code :
var formType = Xrm.Page.ui.getFormType();
if (formType == 6)
{
//Read ids from dialog arguments
var records = window.dialogArguments;
}
}
To use the bulk edit formtype I need to add to event onload or onchange on customizations.xml the attribute : BehaviorInBulkEditForm=“Enabled“ (unfortunately not so safe to edit this file) .
My questions:
which selected rows I'll get in onload and onchange event? ,I'm not sure where to use it in that case and if I'll get all the data I need.
Is there a better way/easy to get the data I need or to get the formtype - bulk edit.
Soon I'll be using MSCRM 365 is there any easier solution to this case in the 9.0 version ?
You can use method window.getDialogArguments(); to get ids.
Here is my example:
I added an onLoad event for my form and enabled the BehaviorInBulkEditForm.
function onLoad(formContext) {
var ids = window.getDialogArguments();
console.log(ids);
}
The ids is an array, every element is a selected record id.
['{335A56B7-C717-ED11-B83F-00224856D931}', '{CBBDEBFB-C717-ED11-B83F-00224856D931}', '{3607EFC7-C717-ED11-B83F-00224856D931}', '{325A56B7-C717-ED11-B83F-00224856D931}']
var a = Nodes.Children.Where("CustomProperty == #0", "Value").First();
Throwing error
{"No property or field 'CustomProperty' exists in type 'IPublishedContent'"}
You need to use strongly typed models - e.g.:
var a = Nodes.Children<PageType>.Where(p => p.CustomProperty == "Value").First();
There are no dynamics in Umbraco 8 anymore, and the APIs have been simplified. Take a look at Shannon Deminick's "cheat sheet" from the uDuf conference earlier this year:
https://shazwazza.com/media/1032/uduf-2019.pdf
I want to create a CRM workflow that updates the "Modified By" field based on a text field called "Prepared By". "Prepared By" contains a user's full name. Is this possible?
When I try to add an "Update Record" step in my workflow, it doesn't seem to let me update the "Modified By" field.
You cannot map a lookup field using a text field value in UI Workflow. I would recommend you to go for code solution. ie. plugin or custom workflow activity - where we can use C# SDK to update the value.
You can do a RetrieveMultiple or below LINQ example for finding the SystemUser record using the text value from the Prepared By attribute & set the ModifiedBy field EntityReference. This can be done in either pre or post operation.
Entity _user = context.CreateQuery("systemuser").Where(e => e.GetAttributeValue<string>("fullname").Equals(fullname)).FirstOrDefault();
if (_user != null)
{
_target["modifiedby"] = _user.ToEntityReference();
}
//assign new target to plugin executioncontext
pluginExecutionContext.InputParameters["Target"] = _target;
Reference
I am using CRM 2013 On premise, and in it there is an attribute which has an option set (not global) having text and value as "Dummy Entry" "0". Default Value is unassigned.
My code is to add options in this option set with some business logic. So I can add new options in it via Javascript.
When I am adding Options in it via Javascript, it is not allowing me to change the value lets say
Option1 val1
Option2 val1 is added then it wont allow me to select these values and every-time selecting them will revert to default entry "--" and nothing will change.
But lets say I add
"Option1" "0"
"Option2" "0"
as text and values, they are shown finely and selecting any of them changes the text to "Dummy Entry".
Basically somehow if the value exists in the list of Options (which are static and not added via JS), it is accepting and selecting it and showing text from it.
If the value is not found in the static option list, it doesnt select anything and show default "--"
I hope I am clear, please let me know in case of any confusion. The following snippet is working in CRM 2011 while not working in CRM 2013.
// testing function
populateBundleLists: function () {
var bundleListControl = Xrm.Page.getControl("XXX_bundlelist");
var bundleOptions = bundleListControl.getAttribute().getOptions();
var bundleOption = bundleOptions[0];
bundleListControl.clearOptions();
// add some arbitrary values to control
for (var i = 1; i <= 7; i++) {
bundleOption.value = i;
bundleOption.text = 'Dummy bundle ' + i.toString();
bundleListControl.addOption(bundleOption, i - 1);
}
},
CRM stores OptionSets in the entity configuration and will need to know about all of the possible values. You cannot add new options using JS b/c the system will not be able to resolve your new value when someone queries using a different mechanism (Fetch XML, Advanced Find, filtered view, etc).