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jazz2
Regular Visitor

add new options in a dropdown menu in ''options'' in tables

how to make users able to add new options in a field with type option in tables?

9 REPLIES 9
a33ik
Most Valuable Professional
Most Valuable Professional

Hello,

That's not something users can do easily. In order to give users those possibilities, you will have to give users privileges to customize entities.

The alternate option I can suggest is to create a custom entity and replace optionset with lookup that points to that entity.

Hello @jazz2 

 

If you want type as dropdown there is an OOB behavior available called CHOICE and CHOICES.

 

CHOICE ---> We can Select One Value at a time in DropDown

CHOICES ---> We can Select Multiple Values in Drop Down.

 

You can add new Choice Field too with different value OPTIONS.

 

Steps to Follow :

 

1. Navigate to https://make.powerapps.com

2. Click Dataverse

3. Select Table

4. Open the Table where you want to create Dropdown fields

5. Click Add New Column

6. Select DataType as Choice/Choices

7. Select Choice --> Click Add Choice.

 

Please mark as Answer if it is helpful and provide Kudos


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Blog : https://microsoftcrmtechie.blogspot.com

 

a33ik
Most Valuable Professional
Most Valuable Professional

Another alternate approach I recalled is to use OOB import - https://dynamicscrmcenter.com/2014/10/26/populate-an-option-set-with-new-values-from-an-external-fil...

But it looks clunky to me. 

Thanks! I mean if the option is not on the list how to make the user add a new option himself

Thanks! I mean if the option is not on the list how to make the user add a new option himself

Hello @jazz2 

 

We need to have System Administrator Permission to add values to the List. If you are an Admin, please follow below steps

 

1. Navigate to https://make.powerapps.com

2. Click Dataverse at the left side (make sure you selected correct Environment)

3. Click Tables

4. Open the Table where List(optionset) available

5. Click on List(Optionset/Choice) Field --> Click Edit Choice

6. Click New ITEM and add Item there

7. Once Done --> Click Ok and Save it 

8. Now Click On Solutions at the left side then Click PUBLISH ALL CUSTOMIZATIONS

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

a33ik
Most Valuable Professional
Most Valuable Professional

@jazz2 thanks for the clarification. I understood your requirement the first time. You obviously can train users to extend optionsets using customizations interface but:

1. Your users will have a need in "System Customizer"/"System Administrator" role and that leads to the fact that users will be able to change anything including system forms/views/entities/e.t.c. I won't recommend doing that.

2. You will have to train users to do those changes.

 

That is why I recommend either replace optionset with lookup or have a dedicated admin who is tasked to extend that dropdown list.

Thanks for the reply! Can you tell more about the customized interface? Because the users in my case are intern and eligible to make changes

a33ik
Most Valuable Professional
Most Valuable Professional

Ok, @jazz2 you chose the way that could lead to unpredictable results. All you need to know is described in @rampprakash's reply.

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