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Change Country/Region Mapping from Lookup to Option Set

Vorgeschlagene Antwort Change Country/Region Mapping from Lookup to Option Set

  • Donnerstag, 21. Juni 2012 18:24
     
     
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    The Country/Region entity stores a list of about 25 countries. It has a 1:N mapping from new_countryid (primary key) to new_countryregion (lookup) in the Account entity.

    We're trying to change the country/region field from lookup to option set so users can navigate through countries faster rather than having to use the lookup feature.

    I created a global option set of countries and made new fields in each entity that currently has the country lookup.

    The problem I have now is that I'm trying to map the new option set field back to the country/region entity, but I can't create a map between new_countryid (primary key) to new_countryregion (option set) because I get an invalid field map error. I also get a "could not delete field map" error if I try to delete the existing map.

    Does anyone know how I can accomplish this switch?

     

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  • Freitag, 22. Juni 2012 02:47
     
     
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    Hi ..

    accourding to your scenario you have two pick list called Country / Region . If you Select Country It will  Display Selected Region Within That Country.

    Eg: Country (India) --> Region (North-East, North-West)

    IF i got through Your scenario , Then you Have to use cascading picklist.

    Refer Bellow Link.. For cascading picklist.

    http://community.dynamics.com/product/crm/crmtechnical/b/sonomapartners/archive/2011/06/16/how-to-use-javascript-to-create-dynamic-cascading-picklists-in-microsoft-crm-2011.aspx

     
  • Sonntag, 24. Juni 2012 14:17
     
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    Hi Jaspla, if I understand correctly, you want the old countryid to refer to the new optionset field that you created. The problem is that you can't map a lookup to an optionset the way you attempt to do. 

    I suggest you export the old country and new optionset fields (in xml for re-import), plug-in the new optionset value correspond to the previously created country lookup, re-import it. You are all set. 

    Other option is to fire-up a console or web-app that will update the new optionset value based on your old countryid lookup.  

    If you are looking for dependent picklist, then refer to parthiban's link. Hope this solves your problem. 

    • Als Antwort vorgeschlagen Seepath Sonntag, 24. Juni 2012 14:17
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  • Montag, 25. Juni 2012 19:29
     
     
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    Hi Seepath, I think you've got the right idea. How do I go about exporting the old and new fields?