Skip to main content

Lookup Tables

While creating data mappings you may run into the need to store some variables in a table in a Key \ Value Pair.  This way you can call the variable by its Key to get the Value and pass it to the other system.  This is helpful when the 2 systems store data in different ways.  An example of this would be a table that stores United States abbreviations as the key and the full state name as the value.  This is helpful when the source stores the full state name and the target stores the abbreviation or visa versa.  So how do we set this up?

1) In the navigation bar click on "MORE".
2) Click on "Lookup Tables".
3) Click on the "+" sign on the right hand side.
4) In the pop-up input a Name.
5) On the ellipses button on the right under Description you will get a dropdown with "Create", "Append" and "Export".
     5.1) Create - Click this to create a new Key / Value Pair in the table.
     5.2) Append - If you have a CSV file already created this is how you import it.  I do want to point              out that is needs to be a CSV that is separated by "," and nothing else or import will fail.
     5.3) Export - Exports the table

Now that we have out table built, we need to consume it.  To do this we will use the functions found in the Lookup Functions.  Here are the specific ones:
  • LOOKUPTABLEVALUE1() - Looks in column 2 for the value we pass it and returns the value in column 1 in the same row.
  • LOOKUPTABLEVALUE1_DEFAULT() -Looks in column 2 for the value we pass it and returns the value in column 1 in the same row. If nothing is found in the table it returns the default value we pass it.
  • LOOKUPTABLEVALUE2() - Looks in column 1 for the value we pass it and returns the value in column 2 in the same row.
  • LOOKUPTABLEVALUE2_DEFAULT() - If nothing is found in the table it returns the default value we pass it. If nothing is found in the table it returns the default value we pass it.
SCRIBE provides some detailed documentation around lookup tables that I encourage you to check out.  Here is a link to the help documentation.  Make sure to check out the "See Also section at the bottom of the link to get more details on each of the functions we can use for the Lookup Tables."

Comments

Popular posts from this blog

Dynamics Set IFrame URL - D365 v8 vs. D365 v9

While doing client work, I came across a problem with setting an IFrame URL dynamically.  The underlying issue was that the sandbox instance is on v8 of Dynamics 365 and production is on v9 of Dynamics 365.  The reason for this was because this client was setup around the time that Microsoft rolled out v9.  Anyways, JavaScript that I wrote to dynamically set the URL of the IFrame wasn't working in the v9 instance.  This was because of changes that Microsoft made to how IFrames are loaded on the form and also changes to JavaScript.

Here is my v8 setup:
JavaScript runs OnLoad of contact form.  This works because of how IFrames are loaded in v8.  You can also run it on either a tab change (hide / show) or OnReadyStateComplete event of the IFrame.  Depending on your setup you will need to choose which is best for you.  For me in this case it was the OnLoad event.Here is the JavaScript: function OnLoad() { //Get memberid var value = Xrm.Page.data.entity.attributes.get…

Multi-Select Option Sets Missing setVisible() for JavaScript (Workaround)

It is common practice in Microsoft Dynamics 365 to use Business Rules to show and hide fields on a form.  But, with that addition of multi-select option sets, you can't do this.  So the next logical step is to use JavaScript.  There is just one small problem, there is no setVisible() function for multi-selection option sets.  Here are the controls we do have access too, as of this post:

So, how can we dynamically show / hide multi select option sets?  The easiest way is to use a section.  Place a new section on you form.  Then you will need to use JavaScript to get the tab and section by name.  Once you have that, you can dynamically show / hide the section to make the multi-selection option set show and hide.  Here is an example of the JavaScript:

function ShowHide(executionContext) { //Create the form context var formContext = executionContext.getFormContext(); var contactStatus = formContext.getAttribute("Field Name").getValue(); var tabObj = fo…

XrmToolBox Bulk Attachment Manager - Version 2018.2.2.7 Released!

Today I have published version 2018.2.2.7 of my XrmToolBox plugin.  The purpose of this plugin is to make it easy to download and backup attachments in CRM.  This release is a major release as it is the first built version with all pieces working.  The first version only had note downloads working.

Overview of Plugin:
Current Version: 2018.2.2.7Purpose: Download Attachments and E-Mail attachmentsGitHub Link.GitHub Wiki Link.Nuget Package Link.How To Use The Tool: Launch XRMToolBox.Connect to organization.Step 1, choose what you want to download. (Once a choice is made, Step 2 becomes usable)Notes - Download attachments from note entity.E-Mail - Download attachments from emails.Both - Downloads attachments from notes and emails entities.Step 2, choose if you want to download all attachments in the system or specific attachments.  All Attachments - This will search the chosen entity to find all records that have an attachment and download them.Click on "Browse" and choose where t…