Multiselect Picklist control in action–For Editable grids and Data uploads.

Thanks for your overwhelming response to our Multiselect control for Dynamics CRM. Thanks to everyone for your queries for the tool and liking it as well.

In case you have missed our earlier post regarding the multi select control for Dynamics CRM, you can jump to this link.

https://debajmecrm.com/2017/01/05/new-utility-multi-select-picklist-control-for-dynamics-crm/

Of the queries that have come across for the tool, the most asked were

  • How would the multi-select show up in views?
  • How would it work for editable grid’s and data uploads.

Well, I understand that I haven’t explained these in my earlier post and apologies for that. But my intention was to get everyone a taste of the tool and then do a deep dive on the advanced feature the tool offers.

No more talking here. Let’s straightway see how the multi-select control handles the above two scenarios.

How it would show up in Views?

For people who have already read my last article and for those who already are using the utility, they are pretty much aware of this. But just to brush up our memory, whenever we configure an Optionset field for multi-select using the tool, two additional fields gets created for the tool.

For example, I have a field called Display Name – Initial Communication (schema – initialcommunication) on the Opportunity entity which I have configured for multi-select behavior. Two additional fields get created

  • Multiselect Label for initialcommunication (xrm4you_multiselect_label_initialcommunication)
  • Multiselect for initialcommunication (xrm4you_multiselect_initialcommunication)

 

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For all the view related purposes, the label field is the one we would be using. The first thing you can do here is come over to customizations and then change the Display name to something you want to the end-users to see. I change it to Communication only.

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Save & Publish.

The next thing that I do is include it in the “Open Opportunities” view.

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I have configured the Multi-select control on the form. In case you are not aware on how to do this, you can find it here – https://debajmecrm.com/2017/01/05/new-utility-multi-select-picklist-control-for-dynamics-crm/

Save & publish everything and we are all set.

I open an existing opportunity – “Video Hardware Upgrade’. The multi-select control renders and I select all the existing values.

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Save it and you are done!

Now let’s see how it looks when I see it in the view.

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The end-users ends up seeing the display values of the options selected which is kind of the ideal behavior that you would expect.

Please note that here the values are separated by ‘/’ character. However that can be changed with whatever character you would like it for your environment.

 

How does it work in editable grids & Data Upload

Here in comes the big question. Showing part is OK. But what about updating the value back from end-users perspective. Off-course you cannot expect your end users to save the optionset values.

Well don’t trouble yourself thinking too much on that. The tool from XrmForYou.com does that for you.

I have taken a new opportunity – “interested in new offerings” and have just entered a values for the communication field.

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I just click on Save on the Grid.

Now I go ahead and open the record.

And as you can see, our selection is being reflected in the form as well.

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Like in editable grids, for data-upload as well, all the end-users need to do is put the display labels of the Optionset Items separated by a separator of their choice. The tool will take care of mapping those text to the appropriate optionset values behind the scenes.

P.S – Support for editable grids and data upload is not available with the free version of the tool.

 

For more information about our products – please visit the products page – http://www.xrmforyou.com/products.html or write to us at info@xrmforyou.com

{New Utility} Multi-Select Picklist control for Dynamics CRM

Very happy new year to all of my blog readers. This is my first post of the year and it could not have started in a better way. I am delighted to announce the new “Multi-Select Picklist control” from XrmForYou.com tools library.

Showing a picklist attribute as multi-select is a requirement we get every now and then for our CRM implementations and either we tend to implement workarounds or we spend up too much time coding for it and it adds up to your project budget. What if this be can be done just through few clicks? Well you wish for and  this is granted.

Before I go into the detailed documentation of the tool, some details as to where you can get hands on the tool.

A free version of the tool is available for only OOB entities and you can configure up to a max of two entities. It would allow you to configure multi-select behavior for your optionsets and show them on the form

The licensed version comes with support for all OOB entities as well as custom entities. Apart from that you can enable support for data imports and editable grid behaviors with configurations in the licensed version.

For both the free version and the licensed version, please write to info@xrmforyou.com

Okay, so let’s see how the tool works. The tool comes as a managed solution. Import the solution and open it in a browser of your choice and navigate to the ‘Configuration’ page of the solution. You would be presented with a screen like the one below.

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Through this screen, you basically need to select the optionsets that you want to enable for multi-select.

Select the desired entity and all the available optionsets for the entity would be shown up. I have selected ‘Account’ for this example.

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Select the Optionset that you want to enable for multi-select and move it to the ‘Enabled for Multi-Select’ pane.

I have selected the Category optionset to be enabled for multi-select

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Click on Save to save the configurations.

The next step is to configure the optionset as multi-select on the form. To do this, follow the below steps.

  • Open the form in which you want to insert the multi-select control in the form editor.
  • Click on Form Properties and add the library xrm4you_/scripts/ms_formevents.js as shown in the below screenshot

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  • Add a form load event with the below details
    • Function Name – XrmForYou.MultiSelect.FormEvents.FormLoad
    • Library – xrm4you_/scripts/ms_formevents.js

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  • And you are done! Please note that you would need to do this for each form where you want to show the Multi-select control.

The next step is to configure the control on the form. Again open the form in the form editor and follow the below steps

  • Select the area where you want to render the multi-select control and click on Insert – > Web Resource.
  • In the webresource lookup, select the web resource – xrm4you_/pages/ms_control.html

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  • Now comes the name of the web resource. Naming the webresource is very important here and improper naming would lead to control not rendering properly. By default CRM mandates each web resource should start with the word ‘WebResource_’ as shown in the screenshot below

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  • the remaining name should follow the pattern – xrm4you_multiselect_. For example – I have selected category for my example. Schema name is ‘accountcategorycode’. So my webresource name would be xrm4you_multiselect_accountcategorycode as shown in the screenshot below.

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  • You can choose a label to display to make it similar to like other CRM field. I have chosen label as ‘Category’ as in the above screenshot.
  • In the formatting you can choose to display border or not as you wish. I have chosen not to display the border.

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  • Close the webresource.
  • In the Field Explorer, Select Custom Fields

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  • For every field we configure for multiselect, two new fields are created with the name format
    • Multiselect for .
    • Multiselect label for
  • As you can see in the below screenshot, there is a field created for accountcategorycode as well

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  • Drag and drop both the fields on the form and set their visibility on the form to false.

That’s all. Save and publish the form

I opened a new Account form and this is how it renders.

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Great isn’t it. You can select you choices and save the record.

Hope you liked this tool. To explore more of our tools, please visit the products page http://www.xrmforyou.com/products.html