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lookup fields and fields with multiple values RRS feed

  • Question

  • what is the best way to create a field that needs to have the ability for multiple values?  if the lookup field is the best way, can anyone provide any details on how to set this up through the interface?  thanks!
    Wednesday, April 7, 2010 3:10 PM

Answers

  • Hi Tracy, assuming that you just need a simple multi-selection field, you have a couple of options:

    1. A checkbox for each option -- best when there are only a few options. Can make views and Advanced Find look a little clunky, but works fine.
    2. A multi-select custom field, such as the example developed by Jim Wang.
    3. A relationship to a custom entity -- useful if there is additional information about the value that you need to store.

    Hope this helps.

    Neil


    Neil Benson, CRM Addict at Customery Ltd.<o:p></o:p>

    You can reach me via LinkedIn or Twitter, and you're welcome to sign up to Customery, an online community for Dynamics CRM people based in the UK.<o:p></o:p>

    Wednesday, April 7, 2010 3:16 PM
    Moderator