Tuesday, August 22, 2017

Multiselect Option Set

The July update of Dynamics 365 introduces Multi select option sets. This feature can be used multiple options from a set. Most common examples of this requirement is customer interests, categories of a case, product categories. We have experience this kind of requirements in earlier projects and due to restrictions suggested sub-grids for such requirements or used two options or check boxes with complex logic to select multiple values. This new feature would be definitely value add to the customers. This feature is available in Salesforce as a standard functionality but it has many restrictions like displaying in a view or search function etc.

We will need to explore how this new feature works in Advanced find and searches, which of course is an extension to this feature. We will need to find how this field values are displayed in a view, report, how this behaves with BPF and business rules. 

First to begin with lets see how this field can be created.

Navigation>>Settings>>Customizations>>Customize the System>>Entities>>Fields>> New button and select Data Type = Multiselect Option Set and add options like a normal option set. Then add it on the form and publish...
















Output: Semicolon separated values of selected options

Advanced Find : 
- When all the options above are selected the result is displayed when "Equals" operator is selected
- You can use "Contains Value" to check for one value

Views/Reports: 
- Can add multiselect column in the view
- values displayed as semicolon separated values in the above example the value "Motor cycle; Van; Mini Van; SUV"


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