{"id":6113,"date":"2017-07-26T18:36:37","date_gmt":"2017-07-26T13:06:37","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=6113"},"modified":"2017-07-26T18:36:37","modified_gmt":"2017-07-26T13:06:37","slug":"tip-setting-value-for-option-set-in-oob-workflow","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/07\/tip-setting-value-for-option-set-in-oob-workflow\/","title":{"rendered":"TIP: Setting Value for Option Set in OOB Workflow"},"content":{"rendered":"

Introduction:<\/strong><\/h4>\n

Recently we had a business requirement to maintain Opportunity Status<\/em> change history. So, to achieve this, we created a custom entity and developed the OOB workflow to create a custom entity record and Send an email to the owner.<\/p>\n

First, we created a custom entity \u2018Opportunity Status History\u2019<\/em><\/strong> with the below-mentioned fields;<\/p>\n

1. Opportunity Lookup<\/strong> (to maintain 1:N relationship between Opportunity<\/em> and Opportunity Status History<\/em>)<\/p>\n

2. Approver<\/strong> (User Lookup)<\/p>\n

3. Approved On<\/strong> (Date Time Field)<\/p>\n

4. Status <\/strong>(Option Set)<\/p>\n

The Status<\/em> field is an Option Set<\/em>. We created two fields for the Opportunity<\/em><\/strong> and Opportunity Status History<\/em><\/strong> entity with the same Options respectively as shown in the below screenshot;<\/p>\n

Status Field on Opportunity Entity:<\/strong><\/h4>\n

\"TIP:<\/a>Status Field on Opportunity Status History:<\/strong><\/p>\n

\"Setting<\/a>We developed an OOB workflow that will create an \u2018Opportunity Status History<\/strong>\u2019<\/em> record. However, we were facing an issue while setting the value to the Status Option set<\/em><\/strong> field using OOB workflow attributes. The attribute drop-down is null even if both the fields have the same option set values as seen in the screenshot below;<\/p>\n

\"Setting<\/a>To resolve this issue we created a Global Option Set field for the Status field in Dynamics CRM as seen in the screenshot below;<\/p>\n

\"Setting<\/a>Then we deleted the existing status fields from the Opportunity<\/em><\/strong> and Opportunity Status History<\/em><\/strong> entity and created new fields using the Global Option set for the both entity as shown in the screenshot below;<\/p>\n

\"Setting<\/a>Now we were able to map the Status field on Opportunity Status History<\/em> <\/strong>entity using OOB workflow attribute<\/p>\n

\"Setting<\/a>Conclusion:<\/strong><\/p>\n

We can only map the Option Set value in OOB workflow if it is Global Option Set and not for the Option Set fields having same values.<\/p>\n

\"Dynamics<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction: Recently we had a business requirement to maintain Opportunity Status change history. So, to achieve this, we created a custom entity and developed the OOB workflow to create a custom entity record and Send an email to the owner. First, we created a custom entity \u2018Opportunity Status History\u2019 with the below-mentioned fields; 1. Opportunity\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":6124,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,67],"tags":[1274,1275,1282,1283],"class_list":["post-6113","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-crm","category-workflows","tag-oob-workflow-dynamics-365","tag-oob-workflow-dynamics-crm","tag-option-set-mapping-inside-workflow","tag-option-set-value-in-oob-workflow"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/6113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=6113"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/6113\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/6124"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=6113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=6113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=6113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}