Deleting Picklist Values Based on CRM Form Types

Dena Harrell — Thu, 19 Feb 2009 11:17:58 -0500

Sometimes there is a need to remove certain pick list values when a user is creating a new account record in CRM especially when the accounts are integrated with an ERP system such as Great Plains. The scenario is this: All customer records are integrated with CRM, and when the account is flagged as a customer, the entity becomes read only. Prospects are entered into CRM and users were accidentally selecting "customer" as the account relationship type, and the account is now locked down and no changes can be made.

To accommodate this request, we created the following onload Javascript on the Account form:

if(crmForm.FormType ==1)

{

var oField = crmForm.all.customertypecode;

oField.DeleteOption(3);

}

if(crmForm.FormType ==2 &&

crmForm.all.customertypecode.DataValue !="3")

{

var oField = crmForm.all.customertypecode;

oField.DeleteOption(3);

}

Other options for pick list values include:

var oField = crmForm.all.SOME_PICKLIST_FIELD_ID;

// Determine how many items there are in the picklist

alert(oField.Options.length);

// Set the value to 1

oField.DataValue = 1;

// Show the the text for option #1

alert(oField.SelectedText);

// Delete the first option by value

oField.DeleteOption(0);

// Add an option to the pick list, note that the CRM Platform must be aware of this information

oField.AddOption("Test", 0);

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Deleting Picklist Values Based on CRM Form Types