Tech Support > Microsoft Windows > Windows CRM > Checkbox customization question
Checkbox customization question
Posted by Arch on May 21st, 2004


How can I implement checkbox in MSCRM ? I have a contacts with
multiple professions. From a list of available professions as
checkboxes, the user should be able to check all the applicable
professions. Any ideas.

Posted by Peter L on May 21st, 2004


Try Powertrak Core from www.axonom.com

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Posted by Arch on May 21st, 2004


Well, I am looking for a resolution which I can do myself.

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Posted by Martin Gallagher on May 24th, 2004


CRM automatically selects controls based on the data type used in the schema, therefore checkboxes are only used for boolean type fields

You could create a load of custom fields, one for each profession and make them boolean types. They would then show on the form as checkboxes, however, this could be a lot of checkboxes

Alternatively, you could create some custom code using the SDK to present and additional form with the checkboxes and concatenate the associate text into a memo field. However, there is a 2K character limit on memo fields

Either way it is going to involve customising the forms and possible writing some custom code.

Posted by Dave Carr on May 24th, 2004


I've done this a few times by, yes, adding a boatload of
checkboxes. In your case, one for each profession.
While the contacts table is close to reaching its
expansion limit out of the box, booleans of course take
up only one byte, and thus you can add a lot of them.

Then, I just created a seperate tab (in your
case, 'professions'), and throw all of the booleans
(check boxes) in there...

It actually works pretty well, and is cleaner than multi-
select boxes in many ways. You can easily do queries
(show me everybody with this profession, or this AND
this). It's also simple for users to understand.

HTH,

Dave

Posted by Arch on May 25th, 2004


Thanks Martin and Dave. I liked the idea of creating check boxes as
boolean data types. So, for each profession there will be two radio
buttons. Right ?

The customer wants to see them as check boxes on the form. Is there a
way to show as check box on the form ?

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