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Remove a Value from a Two Options Field in a Dynamics CRM Workflow

Post Author: Joe D365 |

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. 

workflows in Microsoft Dynamics CRM

  1. First, make sure the field is selected by selecting one of the options (in this case Yes or No)
  2. Then up to the top right, change the operator from “Set to” to “Clear”.  If this option is not available to you, see the note at the bottom of this blog

Microsoft Dynamics CRM workflow

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.

crm workflow

  1. In the top right, change the Operator back to “Set to”

workflow task for crm

Voila!  Now nothing is selected in the Two Options field. You have officially “released” the field from duty in this workflow.

dynamics crm 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.

Happy CRM’ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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