Crm 2011 – Global Set (used to be picklists in CRM 4)

Today I was adding a picklist to a form and then I needed to added the same picklist again onto the form.

Do I really have to add it again I thought, surely Microsoft with it’s eye on reusable code might have done me a good deed and made it easy for me.

Then I noticed when you create a new field that firstly picklist was gone!!!

In it’s place was something called Option Set, with the words picklist in brackets.  If you have picklist in brackets why change it.  When I selected this I saw it you have the option

Use existing Option Set

Excellent this is exactly what I want.  When I click on use existing option set the previously created Object Set does not appear. VERY FRUSTRATING.

So I need to find a Global Option set setting.  After scratching my head for a while, I finally see it.

I found it with in Solutions, Components and the first choice after the entities you can see Option Sets.

If you want a good tutorial on this subject then you have to go and see the Knudson’s blog where he has an excellent blog entry which will run you through the process and even has a video on it.

how do you add a global picklist

It did get me thinking.  I wish there was some functionality which allowed you to copy an existing field and then just rename it.  Maybe if you could create a template field that would save me a lot of time.  Especially when you are mapping some fields from one entity to another, if you could copy them and them rename them.

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