Monday, August 24, 2020

Update Multi Select Option From Portal using MS Flows

Before Multiselect field option was introduced, we used to implement this using Javascript and HTML either in CRM or Portal.

Now to migrate this functionality to OOB MultiSelect Field you can use either Plugins or MS Flows.

MS Flows are very easy tool to help to migrate the values stored in text fields for a MultiSelect Option Field. This can be used to migrate already present values or from Portals.

So here I have used 2 steps to implement it.

Step 1 : Create a trigger using Common Data Service (current environment) in Flow as shown below.


Step 2 : Next Select Update a Record Action and give the Text field output as input to Multi select 
field.


Here Fav Colour is a MultiSelect Option Set. Sometimes these options will not be shown so select Enter Custom Value.


Give the Multi select text field as input to the Multi Select Option.

Things to Remember :

1. The values in the text field should be in format like 1,2,3  
2. Use only commas in text fields as separators and no ending commas too (as I faced error initially coz of that)
3. Values of multi select field are retrieved like in below image.



4. Create Flows in the Solution of your environment to get the CDS(current environment) connector.

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