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How to Copy Optin Set from One entity to another RRS feed

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    Dear All,

    I have a Option set in LEad Entity with almost 70 options to select.

    Now am designing a new Entity and i need the Same option to be in the New Entity.

    It will be really a tedious job to create a new Option set in this new entity with all those 70 options .

    Is there a way to just copy this option set field in to my new Entity.

    Thanks

    Friday, June 14, 2013 7:03 AM

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    Hi ,

    you can try Global Options set method which is available in CRM 2011.

    Note : once you have created Global option set , you can use in any entity . 

    Refer bellow link.

    http://pradeepranganath.wordpress.com/2011/06/08/ms-crm-2011-global-option-sets/

    http://www.dynamicscrmtrickbag.com/2010/12/02/global-option-sets-in-dynamics-crm-2011/

    • Proposed as answer by VidhiyaM Friday, June 14, 2013 7:25 AM
    Friday, June 14, 2013 7:10 AM
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    Hello,

    As Parthiban said, you should use a global option set.

    You can try to copy the option set via code. You have to read the existing ones metadata and create a new global one.

    Here you'll find the code for creating an optionset:

    http://msdn.microsoft.com/en-us/library/gg509056.aspx

    Best regards

    Steve

    Steve Sämmang, Vienna, Austria
    Blog: xrm.io Website: simplic.at

    • Proposed as answer by VidhiyaM Friday, June 14, 2013 7:25 AM
    Friday, June 14, 2013 7:21 AM
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    Hi,

    Global option set will help you in that.Try this,

    http://www.powerobjects.com/blog/2011/09/12/global-option-sets-in-dynamics-crm-2011/

    http://ashishmahajancrm.wordpress.com/2012/02/04/crm-2011-global-option-sets-picklists/

    VidhiyaM

    • Proposed as answer by VidhiyaM Friday, June 14, 2013 7:25 AM
    Friday, June 14, 2013 7:25 AM
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    The following code should do the copy for you:

    internal static void copyOptionSetToGlobal(string Entity,string Attribute,string NewOptionSetLabel,string NewOptionSetDisplayName,string NewOptionSetDescription,IOrganizationService Service,int LanguageCode = 1033) {
  RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest {
    EntityLogicalName = Entity,
    LogicalName = Attribute,
    RetrieveAsIfPublished = true
  };
  RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)Service.Execute(retrieveAttributeRequest);
  PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;

  OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();

  OptionSetMetadata SetupOptionSetMetadata = new OptionSetMetadata() {
    Name = NewOptionSetLabel,
    DisplayName = new Label(NewOptionSetDisplayName,LanguageCode),
    Description = new Label(NewOptionSetDescription,LanguageCode),
    IsGlobal = true,
    OptionSetType = OptionSetType.Picklist,
  };

  foreach(OptionMetadata oMD in optionList) {
    SetupOptionSetMetadata.Options.Add(oMD);
  }

  CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest {
    OptionSet = SetupOptionSetMetadata
  };

  Service.Execute(createOptionSetRequest);
}

    To call this method:

    IOrganizationService _service = GetOrganizationService();
copyOptionSetToGlobal("lead","new_attributename","new_globaloptionset","NEWOPTIONSETDISPLAY","DESCRIPTION",_service,1033);

    Best regards

    Steve

    Steve Sämmang, Vienna, Austria
    Blog: xrm.io Website: simplic.at



    • Edited by saemmang Friday, June 14, 2013 7:41 AM
    Friday, June 14, 2013 7:40 AM
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    Hi Partiban and Saemmang,

    Thanks for the Reply.

    I already have a option set in the form.Now how can i convert to Global Option set.

    thanks

    Friday, June 14, 2013 8:27 AM
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    Hi,

    Follow these steps:

    - Copy the existing (70 entries) option set to a global option set. This have do be done manually or by code (see my last answer)

    - Add a new field to the new entity and choose the global option set as source for that picklist

    You can run the code in a simple console application.

    Best regards

    Steve

    Steve Sämmang, Vienna, Austria
    Blog: xrm.io Website: simplic.at

    Friday, June 14, 2013 8:32 AM
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    Here you'll find my code as a tool : http://code.msdn.microsoft.com/Create-global-option-set-8a20eb95

    Just fill in the required fields and hit the copy button.

    Best regards

    Steve

    Steve Sämmang, Vienna, Austria
    Blog: xrm.io Website: simplic.at


    • Proposed as answer by Parthiban.T Friday, June 14, 2013 9:18 AM
    • Marked as answer by mc.gem Friday, June 14, 2013 11:46 AM
    • Edited by saemmang Saturday, June 15, 2013 9:13 AM
    Friday, June 14, 2013 9:01 AM