Skip to main content

Option Set Helper Code

When it comes to working with Option Sets while creating a plugin, custom workflow activity or other extension to CRM, it can sometimes be a pain to get the label of the Option Set.  There are many solutions out there on how to accomplish this, but for the most part they were not reliable.  So after doing a bunch of research online and going through the SDK I came up with 4 methods that help me when I am working with Option Sets.  There are 2 for global option sets and 2 for local option sets.  The reason there are 2 for each is because one method will return the value and the other will return the label.

1) Get Local Option Set Label - This method will return the label of the option set value you provide it.
     /// <summary>  
     /// Method to get local option set label  
     /// </summary>  
     /// <param name="entityLogicalName">Schema name of entity</param>  
     /// <param name="optionSetName">schema name of the optionset</param>  
     /// <param name="value">value of the option set option</param>  
     /// <param name="service">CRM Organizational Service</param>  
     /// <returns>String Label of the optionset value provided</returns>  
     public string GetLocalOptionSetLabel(string entityLogicalName, string optionSetName, int value, IOrganizationService service)  
     {  
       XrmServiceContext crmContext = new XrmServiceContext(service);  
       RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest  
       {  
         EntityFilters = EntityFilters.All,  
         LogicalName = entityLogicalName  
       };  
       RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);  
       EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;  
       PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => string.Equals(attribute.LogicalName, optionSetName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;  
       OptionSetMetadata options = picklistMetadata.OptionSet;  
       IList<OptionMetadata> OptionsList = (from o in options.Options  
                          where o.Value.Value == value  
                          select o).ToList();  
       string optionsetLabel = (OptionsList.First()).Label.UserLocalizedLabel.Label;  
       return optionsetLabel;  
     } 

2) Get Local Option Set Value - This method till return the value of the option set label you pass it.
     /// <summary>  
     /// Method to get local option set value  
     /// </summary>  
     /// <param name="entityLogicalName">Schema Name of entity</param>  
     /// <param name="optionSetName">Schema Name of option set.</param>  
     /// <param name="label">text label</param>  
     /// <param name="service">CRM Org Service</param>  
     /// <returns>Int option set value</returns>  
     public int GetLocalOptionSetValue(string entityLogicalName, string optionSetName, string label, IOrganizationService service)  
     {  
       XrmServiceContext crmContext = new XrmServiceContext(service);  
       RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest  
       {  
         EntityFilters = EntityFilters.All,  
         LogicalName = entityLogicalName  
       };  
       RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);  
       EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;  
       PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => string.Equals(attribute.LogicalName, optionSetName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;  
       OptionSetMetadata options = picklistMetadata.OptionSet;  
       IList<OptionMetadata> OptionsList = (from o in options.Options  
                          where o.Label.UserLocalizedLabel.Label == label  
                          select o).ToList();  
       int optionsetValue = (OptionsList.First()).Value.Value;  
       return optionsetValue;  
     }  

3) Get Global Option Set Label - This method will return the label of a global option set value you pass it.
         /// <summary>  
     /// Method to get global option set label  
     /// </summary>  
     /// <param name="optionSetName">Schema name of option set</param>  
     /// <param name="value">Int value of option set value</param>  
     /// <param name="service">CRM Org service</param>  
     /// <returns>String option set label</returns>  
     public string GetGlobalOptionSetLabel(string optionSetName, int value, IOrganizationService service)  
     {  
       XrmServiceContext crmContext = new XrmServiceContext(service);  
       string optionSetLabel = "";  
       RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest { Name = optionSetName };  
       RetrieveOptionSetResponse retrieveOptionSetResponse = (RetrieveOptionSetResponse)crmContext.Execute(retrieveOptionSetRequest);  
       OptionSetMetadata retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;  
       OptionMetadata[] optionArray = retrievedOptionSetMetadata.Options.ToArray();  
       foreach (var option in optionArray)  
       {  
         if(option.Value.Value == value)  
         {  
           optionSetLabel = option.Label.LocalizedLabels[0].Label;  
         }  
       }  
       return optionSetLabel;  
     }  

4) Get Global Option Set Value - This method will return the value of the global option set label you pass it.
     /// <summary>  
     /// Method to get the option set value for a global optionset  
     /// </summary>  
     /// <param name="optionSetName">Schema name of the optionset</param>  
     /// <param name="label">text label</param>  
     /// <param name="service">CRM Org Service</param>  
     /// <returns>Int option set value</returns>  
     public int GetGlobalOptionSetValue(string optionSetName, string label, IOrganizationService service)  
     {  
       XrmServiceContext crmContext = new XrmServiceContext(service);  
       int optionSetValue = 0;  
       RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest { Name = optionSetName };  
       RetrieveOptionSetResponse retrieveOptionSetResponse = (RetrieveOptionSetResponse)crmContext.Execute(retrieveOptionSetRequest);  
       OptionSetMetadata retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;  
       OptionMetadata[] optionArray = retrievedOptionSetMetadata.Options.ToArray();  
       foreach (var option in optionArray)  
       {  
         if (option.Label.LocalizedLabels[0].Label == label)  
         {  
           optionSetValue = option.Value.Value;  
         }  
       }  
       return optionSetValue;  
     }  

Comments

Popular posts from this blog

Validating User Input In CRM Portals With JavaScript

When we are setting up CRM Portals to allow customers to update their information, open cases, fill out an applications, etc. We want to make sure that we are validating their input before it is committed to CRM.  This way we ensure that our data is clean and meaningful to us and the customer. CRM Portals already has a lot validation checks built into it. But, on occasion we need to add our own.  To do this we will use JavaScript to run the validation and also to output a message to the user to tell them there is an issue they need to fix. Before we can do any JavaScript, we need to check and see if we are using JavaScript on an Entity Form or Web Page.  This is because the JavaScript, while similar, will be different.  First, we will go over the JavaScript for Entity Forms.  Then, we will go over the JavaScript for Web Pages.  Finally, we will look at the notification JavaScript. Entity Form: if (window.jQuery) { (function ($) { if (typeof (entityFormClientVali

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.attri

Navigating Microsoft Dynamics 365 Customization: Plugins vs. Azure Functions

Embarking on the Microsoft Dynamics 365 customization journey offers numerous opportunities to enhance your business processes. However, deciding between the available options, such as Plugins and Azure Functions, can be challenging. This engaging post will serve as your trusty guide, helping you choose the best option for your Dynamics 365 customization needs! The Two Customization Pathfinders: Plugin and Azure Function The Agile Plugin 🏃‍♂️ Reference: Microsoft Docs - Write a plug-in Plugins are like the swift trail runners of the Dynamics 365 customization world. They're the go-to choice for quick, real-time (synchronous), or background (asynchronous) operations that occur within the platform. They can intercept events and modify data before it's saved or displayed to the user. Choose Plugins when: You need real-time processing (synchronous) or background processing (asynchronous). You want to ensure data integrity. You need tight integration with Dynamics 365. Plugins mig