listbox -vs- checkboxes implementation? RRS feed

  • Question

  • Hello - I have a custom entity. For each instance of the entity, the user should have the option of selecting a specific set of workflows he wants to associate with the entity. I can get a UI working for this, but I'm trying to think of the best backend design and UI implementation.

    Since there will be a 1-to-1 relationship between the custom entity and w/f type, I could simply add the workflow options as fields on the entity.  Then, I could add checkboxes to the form for w/f selection for the entity. I think CRM would support this implementation ootb pretty easily.

    However, from a general UI design perspective, it would be more appropriate to group these w/f options together in a multi-select listbox, since the data options are related. So what are my options for displaying these options in a listbox?  From a CRM perspective, is it going to be impractical to implement this solution as a listbox instead of checkboxes?

    Friday, August 30, 2013 9:07 PM

All replies

  • Hi,

    As I think you have already guessed, CRM does not support a multi-select list box as a form control. If you really need a form control as the input, then checkboxes are going to be the best option.

    Other options:

    1. Create a HTML webresource that provides a multi-select list box (standard HTML) and then uses the window.parent.Xrm.Page object model to get set the checkboxes that are hidden on the form.

    2. Use a N:N relationship to a workflow type entity that allows the user to add relationships to to define which workflow to run - the dialog to add the N:N relationships does allow multiple selection from the lookup view. 



    Scott Durow
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    Saturday, August 31, 2013 8:48 PM