locked
Transfer checkbox input to (new) dropdown menu RRS feed

  • Question

  • L.S,

    To make the contact and account forms more intuitive and compact, I changed a field with 4 checkbox options to a (required) dropdown menu with the same 4 values. Since there are already thousands of forms filled in with one of the 4 checkbox values, I'm looking for a way to transfer those values to a choice in the new dropdown menu. I have not deleted the old checkbox field yet.

    Can anyone please point me in the right direction of how to achieve this?

    Thanks in Advance,

    Thomas


    • Edited by Zommes Wednesday, February 10, 2016 1:16 PM
    Wednesday, February 10, 2016 1:14 PM

All replies

  • Hi Zommes,

    I will suggest create one console application  which connects to your CRM organization.

    1.Get All the Accounts/Contacts records where  Checkbox value is checked.

    2. Get this Checkbox Value.

    3. Update your OptionSet field (dropdown) based on the above value.

    Hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Wednesday, February 10, 2016 1:38 PM
  • Hello Mohammad,

    Thank you for your swift reply! I am going to try this right now and will come back to the thread to say if I succeeded (or failed).

    Kind regards

    Thursday, February 11, 2016 2:01 PM