Reporting on Multi Select Picklists
According to Doc ID 553362.1 Multi Value Picklists are available for Custom Reports. However, it does not appear in the list of fields in my Custom Object #2 reporting and/or analytics area. Can someone confirm they are available for reporting. Thanks
MSP is only available in Analytics subject areas and CO's are only available in Reporting Subject Areas. Contact Customer Care and create an enhancement request.
Similar Messages
-
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 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,
CameronHi,
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 -
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
Account 1: A
Account 2: A, B
Account 3: B, C
Account 4: A, C
Account 5: A, B
I wanted a report to give me anything with A or C in it... should bring back 1,3,4,5
I used a dashboard prompt as i like the look of the Multi-Select box used. The problem used was that when i first ran it the options I was given were:
A
A,B
B,C
A,C
Basically listing the different combinations possible... but i just want the list to say A, B,C. So i tried to put this SQL query on the values:
+'SELECT "- Custom MSP_1 (Account)".MSPICK_01 FROM "Account Analysis" WHERE "- Custom MSP_1 (Account)".MSPICK_01 NOT LIKE '%,%' '+
The problem is that it (correctly) only bring back the values that occur on their own... so only "A"!
Any way for me have it pull back just the values defined in the picklist under app customisation?
Feel like i rambled on but hopefully it makes sense!
Thanks,
AlexI 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. -
Can multi-select picklist be used in Expression Builder?
Does CRMOD allow the use of multi-slect picklist in Expression Builder within workflow?
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. -
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 helpHey 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 AMI 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 -
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 -
Assessment Scripts and Multi Select Picklists
Hi
Is it possible for a question within an assessment script to have more than one answer and therefore update a Multi-Select picklist?
We have a script that would be ideal for an assessment script but there are a number of questions within the script that would require multiple answers - any help or suggestions appreciated
CheersThe assessment functionality only allows one answer per question to be stored in the Lead, Contact, Opportunity or Service Request object.
-
SSRS 2012 multi select parameter not working in Report Manager.
Hello,
I have one report with Multi select parameter. its working fine in bids, report server but I am facing some issue on report manager 2012.
Issue is, In Multi select parameter I have Suppose 6 value a,b,c,d,e,f after the deployment on report manager for the first time report is working fine with selecting all the value. but for the second time if my selection include either
a or f report gives no result and check box get unselect.
I also try on different report manager but same result.
what can be a issue here causing problem only for two value but working fine for other value?
Thanks,Hi Javed,
The Issue is with when you click on View Report button of Report Manager for Parameters which contain CHAR(10) and CHAR(13).
Where ever that Column is used in Report Data Set ,
Use replace(replace(Param,char(10),''),char(13),'') function.
----------------Please Mark This as Answer if it helps to solve your problem---------------------------- -
Filter on Mutli-Select Picklist based on another column
Hi,
I have 2 columns in a report, the first one is Account Post Code (OOTB) and other is the custom multi-select picklist Service Area which contains multiple post codes.
The report looks like.
Post Code Service Area
1 - 1,2,3,4
1 - 2,3,4
So ideally I want to show only the first row, since Service Area contains value 1 which is the value of the Post Code. I don't want the 2nd row since we don't have the value 1 on the Service Area.
Can we do this in Answers on Demand? Any Case statement or any other approach. Kindly advice.
Thanks
Roshan
Edited by: 965307 on Nov 29, 2012 1:13 AM
Edited by: 965307 on Nov 29, 2012 1:14 AMPost defaults will not work based on Multi-Select Picklist field.
-
Import Data in Multi Value Picklist
Hello,
Is there a way to import Data in Multi Values Picklist WITHOUT create the values MANUALLY before ?
Thank for your help.You need to manually create the values in a Multi Select picklist before doing your import.
-
Hello,
I believe it is not possible to import values to a multi-value picklist.
Does anyone know if this is true??
My requirement is to change an exisiting single picklist field to a new multi value field. So i've created the new field, but need to find a way to populate the data, short of doing 2000 records manually??
Any ideas?
Regards
MineshHi
It is possible to import multi-select picklist values in CRM OnDemand by following these steps:
1. when creating the .csv file, make sure to separate the multiple values of the picklist by a semicolon.
For example, if we have a multi-value picklist set up with various first names and we want to import 4 names into this field, we would enter each name separated by a semicolon. Of course these values would have to exist in the field setup.
Account Name Location FirstName
Test Account New York Will;Dan;Kory;Tim
2. during the import, choose the Add New Value To Picklist option.
Hope this will help you.
Regards
Nisman -
Hope someone can help. I have tried to find the best way to do this and can't seem to make sense of anything. I'm using an Access 2013 Database and I have a report that is based on a query. I've created a Report Criteria Form. I
need the user to be able to select multiple items in a list box and also to enter a Begin Date and End Date. I then need my report to return only the records that meet all selected criteria. It works fine with a ComboBox and 1 selection but can't
get it to work with a List Box so they can select multiple items. Any help is greatly appreciated while I still have hair left.The query should return all records.
Let's say you have the following controls on your report criteria form:
txtStart: text box, formatted as a date.
txtEnd: text box, formatted as a date.
lbxMulti: multi-select list box.
cmdOpenReport: command button used to open the report.
The text boxes are used to filter the date/time field DateField, and the list box to filter the number field SomeField.
The report to be opened is rptReport.
The On Click event procedure for the command button could look like this:
Private Sub cmdOpenReport_Click()
Dim strWhere As String
Dim strIn As String
Dim varItm As Variant
On Error GoTo ErrHandler
If Not IsNull(Me.txtStart) Then
strWhere = strWhere & " AND [DateField]>=#" & Format(Me.txtStart, "yyyy-mm-dd") & "#"
End If
If Not IsNull(Me.txtEnd) Then
strWhere = strWhere & " AND [DateField]<=#" & Format(Me.txtEnd, "yyyy-mm-dd") & "#"
End If
For Each varItm In Me.lbxMulti.ItemsSelected
strIn = strIn & "," & Me.lbxMulti.ItemData(varItm)
Next varItm
If strIn <> "" Then
' Remove initial comma
strIn = Mid(strIn, 2)
strWhere = strWhere & " AND [SomeField] In (" & strWhere & ")"
End If
If strWhere <> "" Then
' Remove initial " AND "
strWhere = Mid(strWhere, 6)
End If
DoCmd.OpenReport ReportName:="rptMyReport", View:=acViewPreview, WhereCondition:=strWhere
Exit Sub
ErrHandler:
If Err = 2501 Then
' Report cancelled - ignore
Else
MsgBox Err.Description, vbExclamation
End If
End Sub
If SomeField is a text field instead of a number field, change the line
strIn = strIn & "," & Me.lbxMulti.ItemData(varItm)
to
strIn = strIn & "," & Chr(34) & Me.lbxMulti.ItemData(varItm) & Chr(34)
Regards, Hans Vogelaar (http://www.eileenslounge.com)
Maybe you are looking for
-
IPhone no longer shows up as a hard disk for photo transfer
When I used to plug in my iPhone it would show up in the My Computer page as an external disk. If I clicked through the folders I could easily move pics from my phone to the computer. I had already shut off the auto open feature of the program select
-
Video card dead? Need to get a PC one - flash it if possible, need some hel
Computer is a 13 month old, out of warranty - go figure, Mac Pro. Okay, last night finished work and fired up WoW and had several crashes, this morning I could not open WoW without getting a video crash right away, just massive screen artifacts and u
-
Stock Removal using Pick Point
Hi all, I have configure Storage Type 100 with SU managed and a pick point ST 001. Once the TO is generated from delivery, the TO information will be from source ST100 to destination ST916. So I would like to know, how to identify the SU is arrived p
-
Am I able to run OS 8.6 - 9.X software on my current OS X ?
-
How to fix this !