{"id":2503,"date":"2012-08-22T07:23:17","date_gmt":"2012-08-22T07:23:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=2503"},"modified":"2012-08-22T07:23:17","modified_gmt":"2012-08-22T07:23:17","slug":"allowing-multi-selection-search-on-a-single-select-field","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/","title":{"rendered":"Allowing multi selection search on a single select field"},"content":{"rendered":"

In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field \u201cSource<\/strong>\u201d on New Case Screen which is a simple single selection field. Now at the time of searching cases we want this field to allow selecting the multiple options as well bring up search results accordingly.
\n\"\"<\/a>
\nBelow are some easy steps to get your job done.
\n1. Create the multiselect field \u201ccase_sourcetype\u201d and set the lookup family similar to the \u201ccase_source\u201d as shown below.
\n\"\"<\/a>
\n2. Then put both the fields in the view that is being used for the search and list screen of cases.
\n3. Display case_sourcetype in the Search screen and case_source in the List screen of cases.
\n4. After that we need to ensure that both the fields (case_sourcetype and case_source) will have the same value all the time. This can be achieved by using the property of Table Level script as follows.
\nfunction InsertRecord()
\n{
\n\/\/Handle insert record actions here
\n}
\nfunction PostInsertRecord()
\n{
\n\/\/’set the value in the source
\nValues(‘case_sourcetype’)=Values(‘case_source’) + “,”;
\n}
\nfunction UpdateRecord()
\n{
\n\/\/ Handle update record actions here
\n\/\/’set the value in the source
\nValues(‘case_sourcetype’)=Values(‘case_source’) + “,”;
\n}
\nfunction DeleteRecord()
\n{
\n\/\/Handle delete record actions here
\n}
\nAfter the customization, a search screen will look like shown below. We can select multiple options in Source and click on Find button to find the related cases.
\n\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field \u201cSource\u201d on New Case Screen which is\u2026 Read More »<\/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":[254,332,353,357],"tags":[],"class_list":["post-2503","post","type-post","status-publish","format-standard","hentry","category-multiselect-sage-crm","category-sage-crm","category-search-screen","category-selection"],"yoast_head":"\nAllowing multi selection search on a single select field - 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\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Allowing multi selection search on a single select field - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field \u201cSource\u201d on New Case Screen which is\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2012-08-22T07:23:17+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg\" \/>\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=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/\",\"name\":\"Allowing multi selection search on a single select field - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg\",\"datePublished\":\"2012-08-22T07:23:17+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Allowing multi selection search on a single select field\"}]},{\"@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 & 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":"Allowing multi selection search on a single select field - 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\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/","og_locale":"en_US","og_type":"article","og_title":"Allowing multi selection search on a single select field - Sage CRM \u2013 Tips, Tricks and Components","og_description":"In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field \u201cSource\u201d on New Case Screen which is\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2012-08-22T07:23:17+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/","name":"Allowing multi selection search on a single select field - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg","datePublished":"2012-08-22T07:23:17+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/img11.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/22\/allowing-multi-selection-search-on-a-single-select-field\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Allowing multi selection search on a single select field"}]},{"@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 & 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\/2503","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=2503"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/2503\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=2503"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=2503"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=2503"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}