{"id":247,"date":"2010-08-13T10:44:00","date_gmt":"2010-08-13T10:44:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=247"},"modified":"2010-08-13T10:44:00","modified_gmt":"2010-08-13T10:44:00","slug":"convert-selection-field-to-multiselect","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/","title":{"rendered":"Convert Selection field to Multiselect"},"content":{"rendered":"<p>It seems to be pretty straight forward task that can be done directly at database level, but do I really need to go at CRM database level to fire the queries and take risk with the metadata? Absolutely not!!<\/p>\n<p>I had custom entity named Project wherein I added a selection field named proj_assignedgroup to understand the group associated with each project. This was supposed to be a simple selection field wherein I can select only one value at a time. The business logic changed and then they decided that there may be more than one groups associated with project, though the selection options would remain the same. Well, I would have done it quite easily by adding new multiselect field, but didn\u2019t want to disturb screens, lists and views already using the previous field so I decided to change the existing selection field to Multiselect field.<\/p>\n<p>I went to opportunity entity o n my practice CRM edition, started component recording and created new Multiselect field named oppo_assignedgroup.<\/p>\n<p>The component recording done was as below.<\/p>\n<p>\/\/\/\/\/\/\/script \u2013 component recording<\/p>\n<p><span style=\"font-size: xx-small;\">FamilyType=&#8217;Tags&#8217;;<\/span><br \/><span style=\"font-size: xx-small;\">Family=&#8217;ColNames&#8217;;<\/span><br \/><span style=\"font-size: xx-small;\">Code=&#8217; oppo_assignedgroup&#8217;;<\/span><br \/><span style=\"font-size: xx-small;\">Captions[&#8216;US&#8217;]=&#8217;Assigned Group&#8217;;<\/span><br \/><span style=\"font-size: xx-small;\">AddCaption();<\/span><\/p>\n<p><span style=\"font-size: xx-small;\">AddColumn(&#8216;Opportunity&#8217;,&#8217; oppo_assignedgroup&#8217;,&#8217;10&#8217;,'(255)&#8217;,&#8217;true&#8217;,&#8217;false&#8217;);<\/span><br \/><span style=\"font-size: xx-small;\">var EditsId12203 = AddCustom_Edits(&#8216;Opportunity&#8217;, oppo_assignedgroup&#8217;,&#8217;28&#8217;,&#8217;0&#8242;,&#8221;,&#8217;4&#8242;,&#8217;oppo_assignedgroup&#8217;,&#8221;,&#8221;,&#8221;,&#8221;);<\/span><br \/><span style=\"font-size: xx-small;\">AddCustom_Data(&#8216;Custom_Edits&#8217;, &#8216;ColP&#8217;, &#8216;ColP_ColPropsId&#8217;,&#8217;ColP_ColPropsId, ColP_DataType, ColP_DataSize&#8217;, EditsId12203+&#8217;,&#8221;4&#8243;,&#8221;255&#8243;&#8216;,&#8217;1&#8217;);<\/span><br \/><span style=\"font-size: xx-small;\">AddCustom_Data(&#8216;Custom_Edits&#8217;,&#8217;ColP&#8217;,&#8217;ColP_ColPropsId&#8217;,&#8217;ColP_ColPropsId,ColP_TiedFields&#8217;,EditsId12203+&#8217;,&#8221;,&#8221;&#8216;,&#8217;1&#8217;);<\/span><br \/><span style=\"font-size: xx-small;\">AddCustom_Data(&#8216;Custom_Edits&#8217;,&#8217;ColP&#8217;,&#8217;ColP_ColPropsId&#8217;,&#8217;ColP_ColPropsId,ColP_SSViewField&#8217;,EditsId12203+&#8217;,&#8221;,&#8221;&#8216;,&#8217;1&#8217;);<\/span><\/p>\n<p>\/\/\/\/\/\/\/End of script \u2013 component recording<\/p>\n<p>Just replaced the Opportunity entity in script by Project and all the occurrences of oppo_assignedgroup by proj_assignedgroup.<\/p>\n<p>Added this new to script and ran it on CRM with project entity. Wholla!!!! I can now see my field converted to multiselect field wherever I have used it. How simple!! <\/p>\n<p><marquee width=\"80%\"><b>For queries regarding the functionality and cost of this component, please feel free to drop us an email at <a href=\"mailto:crm@greytrix.com\" title=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It seems to be pretty straight forward task that can be done directly at database level, but do I really need to go at CRM database level to fire the queries and take risk with the metadata? Absolutely not!! I had custom entity named Project wherein I added a selection field named proj_assignedgroup to understand\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1655,2260],"class_list":["post-247","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-multiselect","tag-selection-list"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Convert Selection field to Multiselect - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Convert Selection field to Multiselect - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"It seems to be pretty straight forward task that can be done directly at database level, but do I really need to go at CRM database level to fire the queries and take risk with the metadata? Absolutely not!! I had custom entity named Project wherein I added a selection field named proj_assignedgroup to understand\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2010-08-13T10:44:00+00:00\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/\",\"name\":\"Convert Selection field to Multiselect - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2010-08-13T10:44:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Convert Selection field to Multiselect\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Convert Selection field to Multiselect - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/","og_locale":"en_US","og_type":"article","og_title":"Convert Selection field to Multiselect - Sage CRM \u2013 Tips, Tricks and Components","og_description":"It seems to be pretty straight forward task that can be done directly at database level, but do I really need to go at CRM database level to fire the queries and take risk with the metadata? Absolutely not!! I had custom entity named Project wherein I added a selection field named proj_assignedgroup to understand\u2026 Read More &raquo;","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2010-08-13T10:44:00+00:00","author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/","name":"Convert Selection field to Multiselect - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"datePublished":"2010-08-13T10:44:00+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/08\/13\/convert-selection-field-to-multiselect\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Convert Selection field to Multiselect"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=247"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/247\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}