Leon's CRM Musings: Using Dialogs for Multi-Select Option Sets
Personally, I am not a fan of multi-select options sets (picklists). The reason is, generally, the response is stored as a comma-delimited text field, making reporting do-able but not elegant. The option I steer towards is multiple two value option sets (which, arguably, is also inelegant) or a child entity.
However, the requirement is something that comes up every now and again and here is a codeless solution which gets you there via dialogs.
Here it is:
In this case I am running the dialog off of the Contact record and four questions are asked, all within the same page. When answered, these are used to update the Contact record.
The Prompt and Responses
Here is the first one:
The only thing out of the ordinary here is me changing the Value for the Response Labels. If the answer is ‘Yes’, the value relates to the question; if it is ‘No’, I make the Value also ‘No’.
Updating the Contact
Once all of the responses have been captured, we update the contact record.
The Response Values defined before now populate the Description box (although any text field will be fine).
Seeing it in Action
From a contact record (we cannot run the dialog against multiple records at once, unfortunately) we select the Start Dialog button at the top
and select the dialog of choice.
This is a little awkward but can be improved with a little code and a button, if required.
The dialog opens:
You pick your values, close the dialog and the contact is updated.
If you need a codeless multi-select option set (and many two option fields or a child entity is not an option), this will get you there. It is also completely configurable without having to mess with jscript which, for me, is certainly a bonus.
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