One of our friend requested me to help on the below requirement, Change Option Sets based on parent option set value selection,
Follow the below steps,
Step 1: For this example I am using Contact entity. Open Contact Form.
Step 2: Create First Option Set field,
Display Name: Category
Name: new_category
Options:
Label: Ice Cream & Value: 100000000
Label: Soft Drinks & Value: 100000001
Step 3: Create Second Option Set field,
Display Name: Sub Category
Name: new_subcategory
Options:
Label: Amul & Value: 100000000
Label: Baskin Robins & Value: 100000001
Label: Kwality Wall’s & Value: 100000002
Label: Coca Cola & Value: 100000003
Label: Sprite & Value: 100000004
Label: Pepsi & Value: 100000005
Step 4: Click Here to Download XML and create Data (XML) Web Resource (new_CategoryOptionSetConfig.xml)
Save and Publish the Web Resource.
Step 5: Click Here to download Java Script Code and create new JScript Web Resource (new_ SampleOptionsSet.Js),
Save and Publish the Web Resource.
Step 6: Open Contact form. Drag and Drop the Category and Sub Category Optionset fields on the Contact Form.
Step 7: Click on Contact Form Properties.
- Add new_SampleOptionSet.js to the Form Libraries.
- Add Function SDK.DependentOptionSet.init on Form OnLoad.
- Copy and paste the parameter “new_CategoryOptionSetConfig.xml”, in Comma separated list of parameters…and click on OK. (Remove commas and enter manually)
- Double click on Category Option Set field. Add Function SDK.DependentOptionSet.filterDependentField on Onchange Event.
- Add Parameters (“new_category”,”new_subcategory”) in Comma separated list of parameters…and click on OK. (Remove commas and enter manually)
Save and Publish the Contact Form.
Step 8: Open any New/ Existing Contact record to check below OptionSet behavior on selection,
Please provide your valuable comments on this article.
Source: MSDN
Hello Arun,
The technicality here is good but a simpler scenario explained would have been more lucid
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I am not getting open the XML and script code in the links. can you please provide another source or code… in detail…
Thanks in advance.
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Hi Suneel,
Send your Email Id, will forward required files.
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Instead of using xml, which is hard to understand and maintain especially for business users, we’ve adopted to use action which returns a comma delimited valid optionset values. Action also helps if your rules involve attribute values from multiple entities.
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Thank you soooo much for this step-by-step guide. Helped me a lot!
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Thanks so much!! Worked perfectly for me.
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