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Copying data from single text field to optionset field

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Posted on by Sol007

Hi all,

I am trying to copy Address1: Country/Region data on a Contact summary tab to populate a (Custom) option set field which already has various countries as values. The custom field is hidden on the custom contact form. For instance: if Address1: Country/Region field is : Spain the flow checks the value in custom field to populate to Spain in the background. Can anyone share tips/guidance of a better way of achieving this with using flow as I seem stuck? See steps:

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Building flows

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Sol007 93 on at

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Is this possible or anyone able to point me any solution?

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abm abm 32,985 Most Valuable Professional on at

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Hi @007Sol

So what you are looking is read the current (Address1: Country/Region) value and append to another field which is an optionset field. What happens if the value is already there in optionset?

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Sol007 93 on at

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Hi abm,
Good point. The value won't be already there as it is based on the value on (Address1: Country/Region) -also the field resides on a custom form.

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abm abm 32,985 Most Valuable Professional on at

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Thanks for your quick reply. Is this a Global Option Set you trying to insert to?

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abm abm 32,985 Most Valuable Professional on at

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Hi @007Sol

If its a Global Option Set follow the below step:

Here my custom Global option set is called Gender and the schema name is ajb_gender.

If you want to find your schema name then use the below url in your browser and search for the option set name.

https://xxxxx.crm11.dynamics.com/api/data/v9.1/GlobalOptionSetDefinitions

{
"LocalizedLabels": [
{
"Label": "Female",
"LanguageCode": 1033
}
]
}

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Sol007 93 on at

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Hi @abm
Where in the flow do I create 'Perform an unbound action'? I have over 250 options its not a Global optionset worryingly. Could maybe use of String Maps table with some fetch xml query work? Any ideas?

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abm abm 32,985 Most Valuable Professional on at

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Hi @007Sol

I assume if it was a global option set you could add the unbound action step after getting the 'Address1: Country/Region data' which you mentioned. Since its not a global option set you won't be able to use it. You may need to look the D365 API update for this. I haven't come across this scenario before. Also generally when I make an option set I try to make it Globally. Never know you may need it tomorrow where you could reuse it in another entity.

Thanks

Thanks

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