How to create dynamic option lists in CRM 2011

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  You need to write your very own JScript to populate entities and then on change of first Option List execute second JScript to populate attributes from metadata. Your script need to prepare a fetchxml query based on  below SQL queries:

   

   

  SELECT	 DISTINCT a.Name, l.Label
  FROM	 MetadataSchema.Attribute a
  INNER JOIN	 MetadataSchema.Entity e
  ON a.EntityId = e.EntityId
  AND YEAR(e.OverwriteTime) = 1900
  INNER JOIN	 MetadataSchema.LocalizedLabel l
  ON a.AttributeId = l.ObjectId
  AND l.ObjectColumnName='DisplayName'
  AND l.LanguageId = 1033
  WHERE	 e.Name = 'opportunity'

  SELECT	 DISTINCT e.Name as Entity, a.Name as Attribute, pl.Value, l.Label
  FROM	 MetadataSchema.Attribute a
  INNER JOIN	MetadataSchema.Entity e
  ON a.EntityId = e.EntityId
  AND YEAR(e.OverwriteTime) = 1900
  INNER JOIN	MetadataSchema.AttributeTypes t
  ON a.AttributeTypeId = t.AttributeTypeId
  AND t.Description = 'picklist'
  INNER JOIN	MetadataSchema.AttributePicklistValue pl
  ON a.OptionSetId = pl.OptionSetId
  INNER JOIN	MetadataSchema.LocalizedLabel l
  ON pl.AttributePicklistValueId = l.ObjectId
  ORDER BY	e.Name, a.Name

  
  
  

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  Ayaz Ahmad CRM Architect | http://ayazahmad.wordpress.com
  

  • Proposed as answer by Ayaz.AhmadModerator Friday, August 19, 2011 12:03 PM

  Friday, August 19, 2011 12:01 PM

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  Hi Ajay,

   

  I think JScript would be the only solution. however, I believe that the option lists needs to have to be selected dynamically. let see an ex:

  one option list with CRM and SharePoint values

  another option list with 1. Development, 2. customization , 3. administration, 4.designing values. 1 and 2 relates to CRM and 3,4 relates to SharePoint.

  now I can dynamically populate the values in the second optionlist based on the value selected in the first option list. this is possible because the values are already available in second option list.

  in my case, its little different in the first option list I need to populate all the existing entities and based on the entity selected I want to populate all its attributes in optionlist 2.

  I completely agree that I need to use Jscript for this. I also wanted to know whether optionlist facilitates my requirement.

   

  Please share your thoughts.

  Saturday, August 20, 2011 10:31 AM
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  Hi I think you can look at this..

  http://blog.sonomapartners.com/2011/06/simple-javascript-to-create-dynamic-cascading-picklists-in-microsoft-crm-2011.html

  Saturday, August 20, 2011 7:46 PM
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  There is one more solution.

  The two custom field on entity, make them text field instead of optionsets.

  Create a webresource with two drop down boxes. put that webresource in a iframe on your custom entity.

  On change event of the second drop down box  update the fields on the custom entity form.

   

  I hope this helps.

   

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  Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/

  • Marked as answer by CSK.CRM Monday, August 22, 2011 4:52 AM

  Sunday, August 21, 2011 12:56 PM
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  Hi Amreek,

   

  I feel also the same and completely agree with you. I would try this out and let u guys know if I came up with any issues... thanks.

  • Marked as answer by CSK.CRM Monday, August 22, 2011 4:52 AM
  • Unmarked as answer by CSK.CRM Monday, August 22, 2011 4:52 AM

  Monday, August 22, 2011 4:51 AM