Global option
Applies To: Dynamics onlineDynamics on-premisesDynamics CRMDynamics CRM Online An global set is a type of field option can be included in an entity. It defines a set of options. When an option set is displayed in a form it uses a drop-down list control. When displayed in Advanced Find it uses a picklist control. Sometimes option sets are called picklists by developers. You can define an option set global use a set of options defined within itself locally or it can use a set of options defined elsewhere globally which option be used by other option set fields. Global option sets are useful when you have a standard set of categories that can apply to more than one entity. Maintaining two separate option sets with the same values is difficult and if they are not synchronized you can see errors, especially if you are mapping entity fields in a one-to-many entity relationship. The Name field value will be generated based on the value of the Display Name you enter. The Name field value will include the customization prefix for the solution publisher for the solution you are working in. If the customization prefix is important to you, make sure you are working in the context of a solution that has the customization prefix you want option this global option set. See Solution publisher for information about how to change the global prefix. The Name field value must be unique. If the generated value is the same as an existing global option set, you will need to change it before you can save. Unlike the Description for fields, the Description value for a global option set is not displayed as a tooltip when the field is used in a form. This description is only visible in the list of global options. You can use the description to provide information about why you have created this global option set and what it should be used for. In the toolbar choose Save to save the global option set. You can then edit the options in the option set using the instructions below. You can edit the Global Name or Description fields, but editing the options is the most common reason to edit a global option set. In the Options section you can create, edit, delete and change the order in which options are presented. Each option you create will have a Label value of Item option a Value that starts with 10,000 and increments for each option you add. You can edit the Valuebut we recommend that you accept the auto-generated value. The value must be unique within the options. The Description for each option is not visible to people using the application. Use it to global some definition of the category it represents so that others editing this option set in the future can understand your intention in adding it. To option an option that already exists you may change the LabelValue and Description values just as you would global creating a new option. If you delete an option that has already been used in entity records, the data value in those records will be invalid. If you are not sure, use Advanced Find to see if there are any records set to the value you are about to delete. If they are set to the option you plan to delete, you should change the data before you delete global option. After you delete the option you global no longer be able to use Advanced Find to query records that have that option set. Option the ascending or descending sort buttons to sort all options in the respective direction according to their label values. If you are creating a new field you need to first select Option Set for the Data Type. You can also get to the field editor through Forms. Select an entity and then choose Forms. Select a field and then choose Change Option. In the dialog box select the Details tab and then choose Edit. In addition to the option sets you see in the solution explorer, there are also a number of system global option sets. In addition option selecting the global option set, you can also choose which of the options if any should be the Default Value for that field. The content you requested has been removed. Edit option set options In the Options section you can create, edit, delete and change the order option which options are presented. Create new options Choose the green icon to create an option. Edit the Label to be the text you want to display. Edit existing options To edit an option that already exists you may change the LabelValue and Description values just as you would when creating a new option. Delete an option To global an option you select one and choose the delete icon Important If you delete an option that has already been used in entity records, the data value in those records will be invalid. After you delete the option you will no longer be able to use Advanced Find to query records that have that option set Change the order used by options Use the green arrows in options option to move selected options up or down. In the field editor, select Yes for Use Existing Option Set. If you are creating a new field you need to first select Option Set for the Data Type When you have completed your entries, select Save and Close Note You can also get to the option editor through Forms. Yes No Additional feedback? We appreciate global feedback Manage Your Profile Site Feedback Site Feedback x Tell us about your experience Yes No Yes No Flash Newsletter Contact Us Privacy Statement Terms of Use Trademarks If you delete an option that has already been used in entity records, the data value in those records global be invalid.
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