Question

Creating dynamic picklists in ms crm 4.0

Asked by: sharlinig

i am implementing MS CRM 4.0 and i would like to know how to create dynamic picklists. for example, if i select one value on the first picklist, the second picklist must be filtered to relevant values and the third picklist must be filtered depending on the 2nd picklist value chosen. It is for the manufacturing industry, the company sells clothes - so type shirt must only bring back sizes S, M and L and colurs grey, green and blue.

Thanks in advance!

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Asked On
2008-08-22 at 05:00:15ID23669910
Tags

Microsoft

,

CRM

,

4.0

,

Dynamic picklists

Topic

Microsoft Dynamics

Participating Experts
5
Points
500
Comments
8

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Answers

 

by: WilyGuyPosted on 2008-08-22 at 05:14:09ID: 22288925

You'd need Javascript in the OnChange event is my best guess.  Haven't done that before so no example code.

 

by: sharlinigPosted on 2008-08-22 at 06:51:36ID: 22289905

Hi, yes i think the crm 3.0 sdk came with an example but it is long and tedious, especially with many many values. I was hoping with 4.o there would be a javascript/workflow type of resolution for dynamic picklists.

 

by: gregowensPosted on 2008-08-22 at 06:55:01ID: 22289946

Hi

Both me and my colleague Jim have blogged about this, as well as it being present in the CRM SDK too.

You can find lots of information on Jim's blog post: http://jianwang.blogspot.com/2008/01/dynamic-picklist-values-load-from-xml.html

His example is a little more complex than the SDK but sound nonetheless. It's the same to do this in version 3 as it is in version 4.  If you are using the SDK, look in the following folder (relative to where you installed the SDK):  \sdk\client\fullsample\dynamicpicklist

Oh and the SDK can be downloaded here: http://www.microsoft.com/downloads/details.aspx?familyid=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

Best wishes

Greg

 

by: bmosoftwarePosted on 2008-08-23 at 00:42:30ID: 22296147

For the simplest solution you can download the CRM Demo Tools from Microsoft, there are a whole lot of tools here, one of them is a mechanism to create Dependant Picklist, you choose which two picklist you want to make dependant and it generates the Javascript code for you. You can get it here http://www.microsoft.com/downloads/details.aspx?FamilyID=634508dc-1762-40d6-b745-b3bde05d7012&DisplayLang=en

 

by: sharlinigPosted on 2008-08-25 at 07:39:29ID: 22305841

Hi
hope this works! will try it out - my only concern is that i have hundreds of values for my picklists!
Thanks,
Sharlinig

 

by: sharlinigPosted on 2008-08-27 at 01:24:00ID: 22322714

This solution works but when i try to do it for a parent picklist with 2 dependent children, it bombs out :( any ideas?

 

by: rakeshAgarwalPosted on 2008-09-15 at 23:03:37ID: 22485255

Hi   My client had the same requirement.

1.  I created two custom entities
2, Major industry
3. Minor industry
4. Related major industry with minor industry
5. Related both major indyustry and minor industry with acount
6. Created a filter lookup. I stole code from one of the blog
5.Setting filter look up

please write following code on load


FilterLookup = function(source, target)  
{  
    if (IsNull(source) ||  IsNull(target)) { return; }  
    var name = IsNull(source.DataValue) ? '' : source.DataValue[0].name;  

    target.additionalparams = 'search=' +encodeURIComponent(name);  
}  

FilterLookup(crmForm.all.<major>,crmForm.all.<minor>);

7. write thie cod on change FilterLookup(crmForm.all.<major>,crmForm.all.<minor>);

8. also  add the relationship between major

 

by: _bladerunner_Posted on 2010-07-12 at 10:02:16ID: 33187795

I found the solution for my dynamic picklist problem here:

http://austincrm.blogspot.com/2007/12/non-sequential-dynamic-picklist.html

Hope this helps

20120131-EE-VQP-002

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