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bcolpaert / Colso.Xrm.AttributeEditor

XrmToolbox plugin to create, modify and delete entity attributes via an Excel template.
MIT License
8 stars 12 forks source link

Global Option Sets #16

Open grantjohanson opened 5 years ago

grantjohanson commented 5 years ago

Michael,

Working in a D365 V9 environment. It appears that global option sets are not recognized in the template export. I have several attributes on my opportunity record that are tied to global option sets, however, in the export template, they show up under the simple option set with the same picklist values but no reference or tie-in to the global set.

I am using this to create fields in another instance and my concern is that the global set will be lost and/or not tied to the attribute that gets created. Is it as simple as just manually creating the global set in the new environment and adding the Display Name (as indicated in the export template) of the global set to the spreadsheet template and clearing out the simple option set field that populates upon export?

Thanks!

Grant J

anuarn commented 5 years ago

I have the same issue too. It would be great if someone could point us in the right direction. Thanks!

StevenDeBacker commented 5 years ago

Same issue here. tried to add individual options combined with global optionset name and tried as name as well the schemaname as shemaname : diplayname

jellevervloessem commented 4 years ago

Steven, I think you are almost there: the following format did the trick (maybe it got fixed in the meantime): [schemaname]:[displayname] without spaces, and my displayname of the global optionset did not contain any spaces...