Convert picklists into general text field?
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Monday, March 21, 2011 4:29 PM
Does CRM allow for Picklists to be changed to a general text field without loosing any existing data held for each contact?
All Replies
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Monday, March 21, 2011 5:15 PM
Datatypes for attributes cannot be changed after the attribute has been created. You can achieve this conversion using some code and the sdk though.
-Brandon
- Proposed As Answer by Jamie MileyMVP, Moderator Friday, May 04, 2012 1:58 PM
- Marked As Answer by Jamie MileyMVP, Moderator Tuesday, March 26, 2013 5:35 PM
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Monday, March 21, 2011 6:11 PMModerator
I don't think you can. If you remove a picklist field to create a new field with the same name the original data will be deleted I believe.
I agree with BSimsons though that you could use the SDK or yo ucould use Scribe or another migration tool to meet your needs.
Here is the SDK Location.
For 4.0
For 2011
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69
Scribe is available from ScribeSoft.com
Jamie Miley
http://mileyja.blogspot.com
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- Proposed As Answer by Jamie MileyMVP, Moderator Friday, May 04, 2012 1:58 PM
- Marked As Answer by Jamie MileyMVP, Moderator Tuesday, March 26, 2013 5:35 PM
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Monday, March 21, 2011 6:17 PM
jj1973,
I suggest to use Javascript to hide a picklist and copy data from picklist to the text. In this case you should achieve what you want (you will have data in text field and you will have old data.
KG
My Dynamics CRM Blog: http://bovoweb.blogspot.com- Proposed As Answer by Jamie MileyMVP, Moderator Friday, May 04, 2012 1:58 PM
- Marked As Answer by Jamie MileyMVP, Moderator Tuesday, March 26, 2013 5:35 PM
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Tuesday, March 22, 2011 10:15 AMThanks for the help. Will looked into the options in detail.
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Friday, March 25, 2011 5:18 PMOwner You can create a new text field then using a workflow or import wizard, update the text field with the existing picklist value for each record then remove the picklist field from the form. You can also update the field using the other methods recommended if that works better for you.
- Proposed As Answer by Jamie MileyMVP, Moderator Friday, May 04, 2012 1:58 PM
- Marked As Answer by Jamie MileyMVP, Moderator Tuesday, March 26, 2013 5:35 PM
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Friday, May 04, 2012 1:59 PMModerator
jj1973, please feel free to come back and mark the posts as answers and/or as helpful that have helped you. You can specify more than one answer.
Thanks!
Jamie Miley
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