Add description for each pick list value

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  You can create an HTML webresource to put beside your optionset field, when an option is selected, a text is displayed inside this webresource.

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  • Proposed as answer by Guido PreiteMVP Friday, August 15, 2014 3:21 AM

  Friday, August 15, 2014 3:21 AM
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  There are a few options you can choose from. This type of requirement usually incurs the following:

  1 . Storage: Where to keep the description information

  2.  Retrieve: How to get the data to the form

  3.  Show: How to present the description on the form.

  Regarding storage you can do the following:

  1.        Create another optionset on the same form.
     1.        Pros:  
        1. i.      Fast
        2. ii.      Simple to retrieve
        3. iii.      Supports translations
     2.       Cons:
        1. i.      Requires a customizer to add, remove ,change descriptions
        2. ii.      UI is not the most comfortable to work with.
  2.        Create an entity to hold the description information.
     1.        Pros: 
        1. i.      Customer can add , delete , change values
        2. ii.      UI is configurable and easy to use.
        3. iii.      Support translations
     2.       Cons:
        1. i.      less simple to retrieve info to the form
        2. ii.      Slower solution.
  3.        Put the description in your code
     1.        Pros:
        1. i.      Fast
        2. ii.      Simple to retrieve
     2.       Cons:
        1. i.      Requires a programmer to make changes
        2. ii.      Does not support translations
  4.        Read the description from a configuration entity
     1.        Pros:
        1. i.      Better configuration control
        2. ii.      Power user can make changes
     2.       Cons:
        1. i.      Does not support translations
        2. ii.      Slower solution

  Regarding retrieval of data:

  1.        If it’s a script or another optionset then it’s already a part of your form and it’s easier to code.
  2.        If it’s stored elsewhere you need to use ajax or a webresource to load the data.

  Regarding how to show the data:

  1.        Create a javascript tooltip
     1.        Pros: The most divers solution
     2.       Cons: Unsupported , Require good JS skills
  2.        Change the optionset title (alt) value
     1.        Pros: Easy to implement
     2.       Cons: Not supported, Not a pretty GUI.
  3.        Write it as a form notification
     1.        Pros: Easy to implement, Supported
     2.       Cons: The description appear on the top of the form and not near the optionset.
  4.        Write it on the field’s label
     1.        Pros: Easy to implement, Supported
     2.       Cons: Not a pretty GUI.
  5.        Write the value into another text field beside the optionset.
     1.        Pros: Easy to implement, Supported
     2.       Cons: Not a pretty GUI
  6.        If you chose to hold the data in another optionset you can display that disabled.
     1.        Save as 4
  7.        Finally you can use a web resource as Guido suggested.
     1.        I’ll let Guido elaborate on this if you’re interested in this type of solution.

  I would personally go with:

  Storage: 1

  Retrieve: 1

  Show: 3 (and clear the notification after several seconds using JS).

  Cheers

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  Dev Blog: Dynamics CRM - Thinking outside the Box

  Friday, August 15, 2014 3:20 PM
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  Hi Mego,

  I do not like the solution that I am proposing. But you can try some unsupported changes.

  function onFocus() {
      Xrm.Page.getControl("rio_nameoninviteletter").setNotification("Name On Invite Format is Mrs. & Mr. Full Name!", "rio_nameoninviteletterCustom");
  }
  
  function onBlur() {
      Xrm.Page.getControl("rio_nameoninviteletter").clearNotification("rio_nameoninviteletterCustom");
  }
  
  // And inside Form_OnLoad
  
   var n = document.getElementById("rio_nameoninviteletter_i")
  
          if (n != null) {
              n.onfocus = onFocus;
              n.onblur = onBlur;
          }

  Output is as shown below. you may have lot more work to do in your case.

  I like Guido's solution best. 

  Regards,

  Jithesh

  

  Monday, August 18, 2014 4:46 AM