Option Sets
- Option Sets allow you to create a number of choices to select in a field
- Option Sets are used when the choices are limited and known
- For example: Payment Terms (Advance, 7Days, 30 Days, 60 Days)
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Two types of Option Sets:
- Global Option Set: Can be used for multiple fields on multiple entities
- Local Option Set: Can be used only for a single field on a single entity
Two Options
- Two Options is used when there are only two values
- For example: Yes or No, Active or Inactive, etc
How to Create Global Option Set?
- Go to your Solution or general Customization in Dynamics 365.
- Under Components click Option Sets
- Click New
- Specify Display Name, Name and add Options
- Save and Publish
Now, you can use this Option Set in any Entity.
How to Use Global Option Set?
- Go to your Solution or general Customization in Dynamics 365.
- Under Components, Entities
- Select an entity and add under Fields click New
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Add a new field and select the following properties:
- Data Type as Option Set
- Use Existing Option Set as Yes
- Select the Option Set form the list
NOTE: In case of Local Option Set, you can select the property Use Existing Option Set as No and create a list of options needed.
When you add the field to the form, you will be able to select the options from the dropdown list:
NOTE: Similarly, you can create a new field and select Two Options as Data Type and check the results.