Filtering Option Sets - Customizing the Selection of Option Sets in Forms

Administrators can customize the list of values available for selection in option sets. This means that only specific values from a larger list can be made available depending on an institution’s business case. This behavior can be achieved using PCF (PowerApps component framework). Administrators can create components and fields to provide customized experience to users when selecting data in forms.

  1. In the form designer, double-click the field in which you want to customize the list of values that can be displayed. The Field Properties dialog will be displayed.
  2. In the Controls tab, click:
    1. Radio buttons of the interfaces (Web, Phone or Tablet) in which you want the control to appear.
    2. Add Control – The Add Control dialog will be displayed.

  3. Select Filter Option Set and then click Add. The option Filter Option Set will be displayed in the Control area of the Field Properties dialog.
  4. In the Filter Option Set area, perform the following steps in the indicated fields:
    1. Option Set Field – Type the schema name of the field in which the option set values are available.
    2. Filter by – Click and select one of the following values:
      1. Schema Value - To filter option set values based on their schema equivalent value.
      2. Display Name - To filter option set values based on their display name.
    3. Filter type – Click and select one of the following values:

      1. Hide Selected Options – To hide the selected option values in the option set.
      2. Show Selected Options – To display the selected option values in the option set.
    4. OptionSet Values to filter – Type values in the option Bind to a static value.
      Based on your selection in step 4b, type the schema or display names of values that you want to filter.
      These options need to be separated using the piping character (|) and will be hidden or displayed to the user based on the selection in step 4c.
  5. Click the Hide Default Control option if your institution’s Dynamics 365 application supports custom controls. The configured controls and data will be displayed.
  6. Click OK to close the Field Properties dialog, and then click Publish, Save and Close.
    The created custom controls will be available to users in your Anthology Reach implementation.