|Click New button to Add a new Global Option Set|
2) The new Global option set window opens. "Display name" is the label of this Global option set. "Name" is the unique Schema name and Logical name for this Global option set. Add the countries as options (also called as items in CRM lingo). Each country I add will have a Label and a Value. I suggest to accept the default "Value" assigned by CRM.
|New Global Option Set Window|
3) I entered few countries to this Global option set. The Global option set window will look like below. Save and close.
|Create a new Global Option Set for Countries|
4) I will create a local option set for the entity "Movie". Click on New to create a new field for entity "Movie".
This new option set field for Movie is derived from the Country Global option set. This Movie option set will display all the countries defined in the step above.
|New Country field for "Movie" Entity|
5) Add the required fields. Pay special attention to the "Type". The Type of this field is "Option Set".
I will select "Yes" to the option of use existing option set.
Select the Country value against the option set. This is where our local field will reference to any Global option set we select.
Leave default value as unassigned. Save and close.
Add this new field on the entity form. I then click on "Publish all Customizations" for my solution. This will publish all the above changes and make the new field available on the form.
|Configure the new field as Country Global Option Set|
6) Go to any existing record for the entity. I have opened the Movie record "GoldenEye" and find the Country option list. I can select any country from the list. Any changes to the Global option set will be automatically reflected here and at all the places which refers to it.
|Use the new field on the "Movie" Entity Form|
I hope this blog about CRM 2011 feature of Global Option Sets (Picklists) was informative. Please feel free to leave comments, if any.