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Custom Grid Associated View

Microsoft Dynamics CRM Forum

Kapil Singla asked a question on 12 Sep 2018 4:41 AM
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Hi,

I have a custom grid on account entity for lead rollups but when i click on associated view button then filter sets on the grid doesnot retain.

So is there a way that filter retains on associated view also 

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Ravi Kashyap responded on 16 Sep 2018 6:48 AM
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HI Kapil,

The subgrid display the view selected on the configuration where as when you click the button it will take you to the associated  view which is a different view. So you can't have the same filters as the view on subgrid. However, you can change the associated view.

Hope this helps.

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Dynamics365 Rocker responded on 16 Sep 2018 11:41 AM
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GoTo-->Customizations-->Default solution-->Expand account entity-->click on views and open associated view then add/remove filters. Publish all customizations. Hope this helps.

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Kapil Singla responded on 16 Sep 2018 12:26 PM
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Actually we have created the subgrid to show child records data as mentioned in below link

blog.navantis.com/dynamically-change-sub-grid-fetchxml-with-a-small-twist-fix

The associated view on the  subgrid formed by the above link doesnot retain filters

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Ravi Kashyap responded on 16 Sep 2018 6:53 PM
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Hi Kapil,

I don't think this is possible in a supported manner. In fact the code you are using currently for subgrid is also not supported and will break in future for the subgrid.

Hope this helps.

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Kapil Singla responded on 16 Sep 2018 11:23 PM
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Agree but right now this is our requirement so we need this..

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Ravi Kashyap responded on 16 Sep 2018 6:48 AM
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HI Kapil,

The subgrid display the view selected on the configuration where as when you click the button it will take you to the associated  view which is a different view. So you can't have the same filters as the view on subgrid. However, you can change the associated view.

Hope this helps.

Reply
Dynamics365 Rocker responded on 16 Sep 2018 11:41 AM
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Suggested Answer

GoTo-->Customizations-->Default solution-->Expand account entity-->click on views and open associated view then add/remove filters. Publish all customizations. Hope this helps.

Reply
Ravi Kashyap responded on 16 Sep 2018 6:53 PM
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Hi Kapil,

I don't think this is possible in a supported manner. In fact the code you are using currently for subgrid is also not supported and will break in future for the subgrid.

Hope this helps.

Reply

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