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.

Similar Messages

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 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

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

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

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
Cheers

The assessment functionality only allows one answer per question to be stored in the Lead, Contact, Opportunity or Service Request object.

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,
Alex

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.

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.

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.

Import Multi-Value Picklists

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
Minesh

Hi
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

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 AM

Post defaults will not work based on Multi-Select Picklist field.

Items are not visible in multi-select listbox in a static form

Hi,
I'm using adobe livecycle designer 8.0. I have a multi-select listbox, the items are hardcoded into the form. In runtime, some of the items are selected from the server side when the PDF is generated. If only one item is selected then there is no issue. When multiple items are selected, the list box is behaving as below.
If the PDF is static,
If the listbox is readonly, then all the selected items are visible (highlighted in red)
If the listbix is editable, then it appears blank. If you select it using right click, then you can see all the items and the selected items. But if you click again somewhere outside the listbox, then the listbox goes blank. If you select it using left click, then the previous selections are gone and the items are visible with the item you just selected.
If the PDF is dynamic, then the multi-select is working fine.
Aren't the multi-select listboxes supported in static PDFs?
For your reference, I created 2 templates (static and dynamic) and populating the values using javascript in the docReady event. I'm using \n character as delimter to select the multiple items. Please find them at the below links.Notice the "List Box 1" in both forms. In static form, the values appear only after you right click the listbox.
http://share1t.com/sd4huu
http://share1t.com/hjbfr6
Thanks
Ram

Hi All,
In such cases, please try to check as below :
1) Create Leave request work item from Employee and check the same under the UWL Tracking tab of employee.
2) Log-in to swi5 transaction of the respective back end system and give "US" -> manager's UserID -> Choose Tasks to be completed from the drop down -> Remove any date if mentioned -> Execute.
3) Here if you can see the Leave request created, but not on the portal, it reflects some portal issue like sync.
4) If no leave request work item is seen here, then there is a problem in the employee manager mapping or the workflow setup.
5) In such cases, you can try to check the Swi1 and check the log of that workflow to understand the current status of the Leave request.
Revert if further help is needed with more info.
Reward points if found useful.
Regards,
Shri vidya S

Workaround for not being able to reference a multi-select field in a calculated field?

Does anyone have a workaround for the fact that SP doesn't allow the use of a multi-select choice field to be used in a calculation in a calculated column? I have a list that WAS a single choice in a Status field with three other calculated columns
that were dependent upon that field. Then I had to change the Status field to be to multi-select (checkboxes). Now of course my calculated columns don't work. In addition, the end user can't fill them in either.
I've got a Status field (multi-select), a Status Date field and Expiration Date field (calc). The expiration date's calculation is shown below. This worked great until I was asked
to change the Status field to multi-select.<o:p></o:p>
=IF(Status="NoI
Review",DATE(YEAR([Status Date]),MONTH([Status Date]),DAY([Status
Date])+21),"")<o:p></o:p>
There are no mistakes; every result tells you something of value about what you are trying to accomplish.

Hi run4it,
Since SharePoint calculated column cannot reference the choice field with multiple-select value enabled, a workaround is to use workflow to copy the "Status" column value to another single line text column, then reference this single line text column in
calculated column.
Thanks,
Daniel Yang
Forum Support
If you have feedback for TechNet Subscriber Support, contact [email protected]
Daniel Yang
TechNet Community Support

Workflow on Multi-Select Picklist

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