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bjarvis
Helper II
Helper II

Get Dynamics CRM field text instead of value

I'm currently building a flow to pull data from a CRM entity (leads entity) and email it out to somebody (essentially an email notification that a lead has been assigned to somebody).

But, certain fields that I'm pulling are only giving me the value rather than the text.

i.e. the Lead Rating field, instead of showing 'Warm' it's giving me '2'.

I also have a lookup field to an Account, and instead of getting the Account name in the email, I'm getting the Account ID value.

 

Is there a way I can get the text rather than the values?

 

For reference, I'm pulling the data using CDS.

14 REPLIES 14
abm
Most Valuable Professional
Most Valuable Professional

Hi @bjarvis 

 

For lookup fields by default you only get the GUID. To get the account name you need to use another flow step called Get Record and pass the Id from our current step. For option set I will get back to you soon.

 

Thanks

 

 



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abm
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Most Valuable Professional

Hi @bjarvis 

 

So to get the option set value text you need to add a compose statement and add the below. Here I am using a for each loop for getting all the records. My option set field is called ajb_rankingstatus. You won't get this from the dynamic properties. You need to add this under the expression function. That will do the trick 🙂 

 

items('Apply_to_each')?['_ajb_rankingstatus_label']
 
If you need any help in this let me know.
 


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@abm thanks for the replies - the first one worked perfectly, however with the second answer for option sets i'm getting an error.

The field is 'leadsourcecode' 

 

my expression is: 

items('Apply_to_each')?['_leadsourcecode_label']

 

the error i'm getting is:

 

The template validation failed: 'The repetition action(s) 'Apply_to_each' referenced by 'inputs' in action 'Compose' are not defined in the template.'.
abm
Most Valuable Professional
Most Valuable Professional

Hi

 

Did you added the compose step inside the loop? You can directly add the expression under the filed without using compose as well.



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Sorry, I think I've misunderstood your instructions here.

 

Should the compose with expression be inside an 'Apply to each' action?

 

If so, what is the input to the Apply to each? I only have the option for 'Value' as per the image below.

 

Capture.PNG

abm
Most Valuable Professional
Most Valuable Professional

Hi @bjarvis 

 

I was suggesting based on your error. If you using Get Record and returning only one record you don't need a loop so that compose can be outside the loop. Like I mentioned earlier you can do without compose as well. Directly map the field using the expression which I mentioned earlier.



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Hello sir!

 

Thanks for your help above. I am still getting errors on mine as well and have looked throughout the entire internet and can't get mine to work too. I'm just trying to get the option set value text.

abm
Most Valuable Professional
Most Valuable Professional

Hi @Shap1 

 

Could you post a screen shot of your flow?

 

Thanks



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ManishJain
Solution Sage
Solution Sage

Hi @bjarvis ,

 

Please look at the following blog to help you better with optionsets:

 

https://linnzawwin.blogspot.com/2020/07/get-lookup-display-name-and-option-set.html

 

Thanks

 

abm
Most Valuable Professional
Most Valuable Professional

Hi @bjarvis 

 

Do you still need help in this? 



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Are you able to meet via Teams or anything? Would love to chat for a moment if you ever have the time 🙂

abm
Most Valuable Professional
Most Valuable Professional

Hi @Shap1 

 

Thanks for the screen share. Couple of things.

 

1. You need to use the current environment CDS (Dataverse) connector to get the Multiple OptionSet values.

2. To get the current user email you need to filter by current owner GUID value (List Rows) (systemuserid eq 'Guid')

3. To get the option set text values (For single/Multiple option sets) you need to check the run history and use the relevant (Triggerbody() / body()) schema names from the run history. Generally the schemas are _filedname_value.

 

Hope it was helpful.

 

Thanks



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You have been absolutely great @abm! Thank you so very much with your help! A+

abm
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Most Valuable Professional

Hi @Shap1 

 

Did you originally created this thread? If so please mark it as solution accepted.

 

Thanks



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