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CRM 2011- Global Option Set RRS feed

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    We have two entities A and B and both have their own Option set of similar values. We want to create a Global Option Set and use that instead of separate pick lists. The problem is we already have thousand of records and we want to maintain those values. I am planning to take follwoing approach.

    1. Create one Global Option Set.

    2. Place new fields pointing to Global Option Set on both entity forms.

    3. Write a plug-in and execute custom code to update value new Global Option Set Picklist on the form of each record to match with existing pick list value.

    OR

    Write a workflow to do the same. Select the records and then run workflow for multiple records.

    4. Remove the old pick-list values.

    Please let me know if there is any other approach.


    • Edited by myCRMGuy Sunday, September 11, 2011 7:54 PM
    Sunday, September 11, 2011 7:54 PM

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    Hi,

    Write a workflow to update value new Global Option Set Picklist on the form of each record to match with existing pick list value. Select the records and then run workflow for multiple records is the most easiet way and after verifying the Global OptionSet fields value you can remove the Entity OptionSet fields form the form.

    If the record status will be Deactivated then upating entity via WebService or Workflow will fail and require you to first change the status and then Deactivate (either have to use webservice SetStaeRequest or can add workflow Change Record Status step)

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Sunday, September 11, 2011 10:13 PM
    • Marked as answer by myCRMGuy Sunday, September 11, 2011 10:37 PM
    Sunday, September 11, 2011 10:13 PM

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    Or for no. 3, write a console/forms app to iterate through the entities.

    Don't know ho many records or option set values you have, but you don't necessarily have to write code. You can make workflow using CRM, but then you'll have to do some changes every time you have a new option set value. Workflow logic is simple; if old_field = X then new_field = X then find run the workflow for all the records with old_field = X (find the with advanced find). If grid views is set to show 250 records, you might finish earlier than if you write code. Also easier to test.

    Sunday, September 11, 2011 8:05 PM
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    Hi,

    Write a workflow to update value new Global Option Set Picklist on the form of each record to match with existing pick list value. Select the records and then run workflow for multiple records is the most easiet way and after verifying the Global OptionSet fields value you can remove the Entity OptionSet fields form the form.

    If the record status will be Deactivated then upating entity via WebService or Workflow will fail and require you to first change the status and then Deactivate (either have to use webservice SetStaeRequest or can add workflow Change Record Status step)

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Sunday, September 11, 2011 10:13 PM
    • Marked as answer by myCRMGuy Sunday, September 11, 2011 10:37 PM
    Sunday, September 11, 2011 10:13 PM