When it comes to working with Option Sets while creating a plugin, custom workflow activity or other extension to CRM, it can sometimes be a pain to get the label of the Option Set. There are many solutions out there on how to accomplish this, but for the most part they were not reliable. So after doing a bunch of research online and going through the SDK I came up with 4 methods that help me when I am working with Option Sets. There are 2 for global option sets and 2 for local option sets. The reason there are 2 for each is because one method will return the value and the other will return the label.
1) Get Local Option Set Label - This method will return the label of the option set value you provide it.
2) Get Local Option Set Value - This method till return the value of the option set label you pass it.
3) Get Global Option Set Label - This method will return the label of a global option set value you pass it.
4) Get Global Option Set Value - This method will return the value of the global option set label you pass it.
1) Get Local Option Set Label - This method will return the label of the option set value you provide it.
/// <summary>
/// Method to get local option set label
/// </summary>
/// <param name="entityLogicalName">Schema name of entity</param>
/// <param name="optionSetName">schema name of the optionset</param>
/// <param name="value">value of the option set option</param>
/// <param name="service">CRM Organizational Service</param>
/// <returns>String Label of the optionset value provided</returns>
public string GetLocalOptionSetLabel(string entityLogicalName, string optionSetName, int value, IOrganizationService service)
{
XrmServiceContext crmContext = new XrmServiceContext(service);
RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = entityLogicalName
};
RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);
EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;
PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => string.Equals(attribute.LogicalName, optionSetName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;
OptionSetMetadata options = picklistMetadata.OptionSet;
IList<OptionMetadata> OptionsList = (from o in options.Options
where o.Value.Value == value
select o).ToList();
string optionsetLabel = (OptionsList.First()).Label.UserLocalizedLabel.Label;
return optionsetLabel;
}
2) Get Local Option Set Value - This method till return the value of the option set label you pass it.
/// <summary>
/// Method to get local option set value
/// </summary>
/// <param name="entityLogicalName">Schema Name of entity</param>
/// <param name="optionSetName">Schema Name of option set.</param>
/// <param name="label">text label</param>
/// <param name="service">CRM Org Service</param>
/// <returns>Int option set value</returns>
public int GetLocalOptionSetValue(string entityLogicalName, string optionSetName, string label, IOrganizationService service)
{
XrmServiceContext crmContext = new XrmServiceContext(service);
RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = entityLogicalName
};
RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);
EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;
PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => string.Equals(attribute.LogicalName, optionSetName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;
OptionSetMetadata options = picklistMetadata.OptionSet;
IList<OptionMetadata> OptionsList = (from o in options.Options
where o.Label.UserLocalizedLabel.Label == label
select o).ToList();
int optionsetValue = (OptionsList.First()).Value.Value;
return optionsetValue;
}
3) Get Global Option Set Label - This method will return the label of a global option set value you pass it.
/// <summary>
/// Method to get global option set label
/// </summary>
/// <param name="optionSetName">Schema name of option set</param>
/// <param name="value">Int value of option set value</param>
/// <param name="service">CRM Org service</param>
/// <returns>String option set label</returns>
public string GetGlobalOptionSetLabel(string optionSetName, int value, IOrganizationService service)
{
XrmServiceContext crmContext = new XrmServiceContext(service);
string optionSetLabel = "";
RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest { Name = optionSetName };
RetrieveOptionSetResponse retrieveOptionSetResponse = (RetrieveOptionSetResponse)crmContext.Execute(retrieveOptionSetRequest);
OptionSetMetadata retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
OptionMetadata[] optionArray = retrievedOptionSetMetadata.Options.ToArray();
foreach (var option in optionArray)
{
if(option.Value.Value == value)
{
optionSetLabel = option.Label.LocalizedLabels[0].Label;
}
}
return optionSetLabel;
}
4) Get Global Option Set Value - This method will return the value of the global option set label you pass it.
/// <summary>
/// Method to get the option set value for a global optionset
/// </summary>
/// <param name="optionSetName">Schema name of the optionset</param>
/// <param name="label">text label</param>
/// <param name="service">CRM Org Service</param>
/// <returns>Int option set value</returns>
public int GetGlobalOptionSetValue(string optionSetName, string label, IOrganizationService service)
{
XrmServiceContext crmContext = new XrmServiceContext(service);
int optionSetValue = 0;
RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest { Name = optionSetName };
RetrieveOptionSetResponse retrieveOptionSetResponse = (RetrieveOptionSetResponse)crmContext.Execute(retrieveOptionSetRequest);
OptionSetMetadata retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
OptionMetadata[] optionArray = retrievedOptionSetMetadata.Options.ToArray();
foreach (var option in optionArray)
{
if (option.Label.LocalizedLabels[0].Label == label)
{
optionSetValue = option.Value.Value;
}
}
return optionSetValue;
}
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