Pros and Cons of Multi-Select Picklists

Hi All,
I'm considering implementing some multi-select picklists (MSPL) but am concerned about the possible limitations in reports. I'd like to hear about your opinions and experiences on the pros, cons and other limitations of MSPL's.
Thanks,
Cameron

Hi,
From a report perspective you can use these, keep the number of values in your picklist below 20 though or you lose the ability to report on each picklist value individually. You can also report on the whole contents of the field, it appears as a comma delimited list:
Company A, Company B, Company C....
Hope this is of use
Innoveer

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Thanks Suddu your process worked. This can be done it is just a little more manual than being able to select the field from the drop down list.
To do this go to Admin, Application Customization, choose your record type, then Field Setup. Click on Rename Fields, then Advanced and copy the multi-select picklist field. Paste it into expression builder and at the end of the name add _ITAG. You will also need to add the brackets as well. Doing this will allow you to use a mspl in expression builder.

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Assessment Scripts and Multi Select Picklists

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Prompts and Multi-Select Picklists

Hi all,
I'm trying to find a neat way of prompting and doing a "contains any" filter a report i have on a multi select picklist within accounts.
e.g. Field can have values A, B, C
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Account 2: A, B
Account 3: B, C
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I can see what you are trying to get at, but I wonder if it will work.
Even if you somehow get A,B,C as individual values in the prompt then how is it going to filter the report.
Lets say on the dashboard prompt you select B then as per your example your report should show Account 2,3,5.
But it wont because the field that you have used in your report doesn't contain B as a standalone. The values that it contain say A,B or B,C is one string or one entity.
So the multi-select prompt based on that field is going to show the values contained in that field which is what you are initially getting.
You will have to do something in the report itself to break it down so that you get A,B,C as single entity.
I have a vague idea but I wonder if it works. You can still try though :)
Assuming your report is a single criteria report, pull any field and edit its Fx as follows:
CASE WHEN - Custom MSP_1 (Account)".MSPICK_01 LIKE '%A%' THEN 'A' WHEN - Custom MSP_1 (Account)".MSPICK_01 LIKE '%B%' THEN 'B' WHEN ... ELSE NULL END
Assuming here that you only have values like A,B,C.
So what I am hoping is that the custom field that we created will have values like A,B,C as separate entities and in the table view for your example we will have 9 rows.
Account MSPICK Custom Field
Acc 1 A A
Acc 2 A,B A
Acc 2 A,B B
Acc 3 B,C B
Acc 3 B,C C
and so on
Finally in your prompt design, take any field and modify its Fx like the CASE WHEN condition described above and that should give you A,B,C as you want it.
Also you may hide the custom field in your final report.

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Problem to convert a optionset into multi selection picklist on crm 2013

Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help

Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help

How to convert a optionset into multi selection picklist in crm 2011 using javasacript??

hi,
where user want to select not only one but multiple value
from a pick list. I tried examples but it shows some errors.
How to do it??

Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help

How to make Multi Select Picklist Field Required Based on another field

Hi,
I want to make one filed which is Multi select Required(mandatory) based on certain value in another filed.
I tried putting IIf([<FieldNAme>]> 1000 AND [<FiledNAme1>] IS NULL,"Invalid",[<FieldNAme>]) in the Field validatation as but it is not working.
Please suggest any workaround available.
Warm Regards
Pramod
Edited by: user11361975 on Jun 3, 2011 5:03 AM

I guess FieldName1 is the multiselect picklist you are referring to?
Where did you get the ITAG from? I don't see any multiselect picklists available in Expression Builder. I doubt whether you can set validations on multi select picklists at all.
If anyone has achieved this please let me know as well.
Regards,
Udaya

Workflow on Multi-Select Picklist

Afternoon,
I am trying to create and display values on a Multi-Select Picklist through workflow on an email notification upon a SR being created and saved.
Basically i am trying to create an email notification to be generated when a service request is created and saved that will display what values were selected in a multi-select picklist.
I was wondering if anyone else has had this issue or know how this can be resolved. Of course this was a newly created field and i left it over the weekend to create and allow for reporting.
Any assistance would be greatly appreciated.

Mani, that is correct. Workflow currently does not support multi-select picklist fields.

Pros and cons in setting AD domain trust into my AD domain for more than 10+ AD domain and some with same FQDN or label ?

Hi,
Can someone please share what is the pros and Cons of trusting AD domain for more than 10 different AD sites into my existing single domain forest let say ParentCompany.com ?
At the moment I only have one single forest AD domain with the Domain and Forest functionality Windows Server 2003. The main domain controller FSMO role holder is in the Data Center spread across three different VMs running on Windows Server 2008 R2.
The main/parent company has acquired smaller business chain of 15+ offices in which they have their own Domain Controller and also their own domain, sometimes they also got the same AD domain between them (no trust or whatsoever in those 15+ AD domain).
Sounds crazy but yes, there is no standardization in them or whoever manage their IT infrastructure previously.
I'm now considering what are the benefits of creating the AD domain and trust versus importing those AD objects into my domain and then decommission them.
No need to worry about Exchange Server since all of the user in those sites connecting to the RDS to my ParentCompany.com terminal servers.
My requirements or goal are as follows:
1. Simplify the AD domain structure & maintenance
2. Try to avoid the disruptions of the user in terms of downtime and selecting multiple different domain everytime they login to their PC or SharePoint sites.
any kind of help and suggestion would be greatly appreciated.
Thanks.
/* Server Support Specialist */

Can someone please share what is the pros and Cons of trusting AD domain for more than 10 different
AD sites into my existing single domain forest let say ParentCompany.com ?
I think you mean 10 AD domains.
Managing multiple domains can be difficult for administration. I usually recommend using a single domain in a single forest with OUs to separate resources whenever it is possible.
However, if you can't do that then you can simply create trust relationships between your domains. The advantage is that you can enable access to resources to different domains. I do not see cons here.
The main/parent company has acquired smaller business chain of 15+ offices in which they have
their own Domain Controller and also their own domain, sometimes they also got the same AD domain between them (no trust or whatsoever in those 15+ AD domain). Sounds crazy but yes, there is no standardization in them or whoever manage their IT infrastructure
previously.
I'm now considering what are the benefits of creating the AD domain and trust versus importing those
AD objects into my domain and then decommission them.
I would recommend consolidating your domains into a single one. ADMT is a migration tool that you can use. The advantage would be the ease of administration. Also, by having multiple DCs for the same domain across sites, you will take benefit of High Availability
of your and DRP.
This posting is provided AS IS with no warranties or guarantees , and confers no rights.
Ahmed MALEK
My Website Link
My Linkedin Profile
My MVP Profile

Pros And Cons of Subforms and Groups?

Does anyone know of any pros and cons related to how things are grouped, either via an object group or a subform? Are there any specific reasons to use groups and not subforms - subforms and not groups?
For those who care to know a little more, not just questions...
In designing my forms I have taken this approach:
Groups (created by selecting Layout > Group) - I use groups for grouping simple objects (Text, Lines, Rectangles, etc.) which build the "static" portion of the form.
Subforms (created by drawing, or "wrapping" objects together) - I use Subforms for field objects (Text Fields, Numeric Fields, Decimal Fields, Check Boxes, Radio Buttons, Date/Time Fields, etc.) which act as the "live" or "dynamic" portion of the form.
I like this way of organizing the objects. It seems to make "sense" at least to me, and it also helps in terms of aligning objects, and so on. However, of course, it is not necessary to segregate the objects this much. So what is the preferred or recommended method? All opinions or suggestions are welcome!

Actually, there's a big difference between using groups and subforms to relate objects to each other although if you don't use any scripting and/or data binding, you probably wouldn't notice much difference.
Once you get into scripting and/or data binding, the use of groups and subforms makes a significant difference because groups (which are actually <area> XFA objects) are "invisible" when it comes to scripting and data binding.
This means that if, on a page, you had 4 text fields, each named TextField1/2/3/4, and TextField1/2 were grouped while TextField3/4 were wrapped in a subform (named "Subform") and you needed to access these text fields from the context of the page, you would do:
TextField1 OR TextField2
because they're grouped with an <area> tag which is transparent in the Object Model. If, on the other hand, you needed to access the 3rd and 4th text field, you would do:
Subform.TextField3 OR Subform.TextField4
because subforms are defined in the XFA Scripting Object Model.
The use of groups and subforms also affects data binding. That is, it affects the way XML data imported into your form is used to populate values of fields. For instance, if your data looked like this:
<data>
<TextField1>1</TextField1>
<TextField2>2</TextField2>
<TextField3>3</TextField3>
<TextField4>4</TextField4>
</data>
and your form had TextField1/2 grouped into a group named "Group", TextField3/4 wrapped into a subform named "Subform" and then another TextField3/4 which were siblings to the Subform and Group objects but placed
prior to the Subform object in the object hierarchy, importing the above data into the form would populate TextField1/2 in the Group object and TextField3/4 which are siblings to the Group and Subform objects -- not TextField3/4 which are wrapped in the Subform object.
Now let's say your data was as follows:
<data>
<TextField1>1</TextField1>
<TextField2>2</TextField2>
<Subform>
<TextField3>3</TextField3>
<TextField4>4</TextField4>
</Subform>
</data>
This would result in populating TextField1/2 in the Group and, as opposed to the first scenario, TextField3/4 which are wrapped in the Subform object.
This is a very simple example to prove a point. If you think about it a little, the implications -- especially concerning data binding -- are quite large. To help illustrate this further, I've attached a sample form with the hierarchy I described earlier as well as two data files: data1.xml is the first one I described in this post, while data2.xml is the second one. Try importing both into the form to see the differences in the results and then compare the object hierarchy in the Hierarchy palette with the nesting of the data nodes in the data files.
Finally, there's also the fact that subform instances can be created and deleted dynamically at runtime while groups cannot have instances. For dynamic forms, this is a big consideration.
Stefan
Adobe Systems

How to query on a Multi-Select Picklist?

With the Oracle Web Service, I'm having trouble trying to figure out why I am unable to query for a Lead using only a Custom MultiSelect Picklist that I have.
The Multi-Select Picklist has 3 values:
- Picklist 1 (ID: <No Values>)
- Picklist 2 (ID: Picklist 2)
- Picklist 3 (ID: Picklist 3)
I have leads with selected values
- Picklist 3
- Picklist 2 and Picklist 3
Whether I query for any leads with a single value or multiple values, I'm getting nothing in return.
~= 'Picklist 3' (Returned Nothing but results do exist in the CRM UI)
~= 'Picklist 2;Picklist 3' (Returned Nothing but results do exist in the CRM UI)
~= 'Picklist 2,Picklist 3' (Returned Nothing but results do exist in the CRM UI)
When I query using LIKE though, I get results....one of the results being a lead with just "Picklist 3" as the value for the Multi Select Picklist
~LIKE '*Picklist 3*' (25 Leads are returned with values of both Picklist 3 and Picklist 2, Picklist 3)
And as a side note, I'm able to successfully insert/update values into this Multi select picklist as
Picklist 2;Picklist 3
Any help would be greatly appreciated!

Kishore
Thank you for the reply. Unfortunately, I have already specified the fields I do want returned...I just didn't post them as they are irrelevant to my question. What my question is attempting to say is that if I were to run my actual query on a database the query would look like this:
select LeadEmail from Lead where CustomMultiPicklist1 = 'Picklist 3' (Using the API: ~= 'Picklist 3')
This returns 0 results even though I have a Lead with CustomMultiPicklist1 = 'Picklist 3'
On the other hand if I were to do the following query....results are returned.
select LeadEmail from Lead where CustomMultiPicklist1 like '%Picklist 3%' (Using the API: ~LIKE '*Picklist 3*')
So pretty much I'm trying to figure out what the correct syntax is for querying CustomMultiSelectPicklists only.
Thanks
Edited by: tyler m on May 5, 2010 7:17 AM

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