Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
When designing workflows in Microsoft Dynamics CRM, if you ever run into a problem where a Two Options (a.k.a. bit) field has been is filled in, but you do not want it filled in, this blog will describe how to remove that value. This may occur if you accidentally select one of the options in a Two Options field. You might also find out this has happened if you try to delete a bit field that is unused, but you cannot delete it because it says it is being used by a workflow.
Below is a screenshot of what a Two Options field looks like when it is being filled in by crm workflow. You’ll notice that once Yes or No is selected, there seems to be no way to deselect one of them. Read on and see how you can.
This will place a “clear” token in the problem field. Now this features is typically used to actually clear a field using workflow. We don’t want to do that. We just want to NOT update it at all. So, see step 3.
Voila! Now nothing is selected in the Two Options field. You have officially “released” the field from duty in this workflow.
Note: If the Operator pick list is grayed out. Map another two-option field into the problem field instead and then delete the mapping. That will also clear the field.