Downloading Option Set Metadata

An option set is a list of defined options from which you can select an option to capture specific information.

There are two types of option sets - local and global. A local option set is created for a particular entity and is available to only one entity. A global option set allows you to reuse the metadata in any entity or option set field type. You can download both local and global option set metadata.

Procedure

  1. Right-click a BusinessWorks Application Module/Shared Module, select Dynamics CRM REST Tools, and do one of the following:
    • For local option set, click Get per entity OptionSet metadata.
    • For global option set, click Get Global OptionSet metadata.
  2. In the Download Optionset Metadata dialog, click Browse to select the Dynamics CRM REST Connection resource for which we need to download the option set metadata.
    All the Dynamics CRM REST Connections under selected app module and shared modules are displayed.

  3. In the Select DCRM REST Connection dialog, select a Dynamics CRM REST Connection resource, and click OK.
    Based on your selection in step 1, the relevant screen is displayed.

  4. If you selected Get per entity OptionSet metadata, click Fetch Entity, select an Entity, click OK, and then click Download Option Set per entity. OR if you selected Get Global OptionSet metadata, click Download Global OptionSet.
    The relevant option set is downloaded successfully to a .JSON file in the DynamicscrmRest folder under the Project.