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I am trying to create a CRM dashboard with a list component and I want it to show a personal view for Appointments (Meetings). For some reason personal views "My Views" does not show up when trying to setup the list in the dashboard. When I select Activities, Opportunities, other entities, I get both system and personal views but not with appointments. Is there a setting I have not set for this entity? I have shared the personal view with several people, it is saved, I have created a chart for this view but only system views are available in the list when I add it to my dashboard.
Any ideas?Thanks, Jennifer
CRM 2011-on prem
Have confirmed the behaviour you are seeing. Not that that solves your issue.
Interestingly enough for Systems Dashboards and Personal Dashboards only 3 systems Appointments views are available (even if you have any number of other systems and/or personal Appointment views).
Could you maybe use an iFrame approach?
Normally if you are creating a personal dashboard you can insert personal views. But it appears not to be the case OOTB for Appointments. (Personal views are never available if you are creating a systems dashboard. But you can share personal dashboards just like you've shared your personal views.)
Thanks for replying. Yes it is a personal dashboard. All other entities show the available personal views except appointment which is odd. I have not enabled personal views for dashboards anywhere so I don't understand why this one activity type is causing issues.
You should be able to get it (not sure if it will help but just try to do IISRESET), I just created on Personal view and able to see it over my personal dashboard.
Thanks Mahendar but the IISRESET did not clear the problem. I still cannot get to personal views in Appointments. Any other ideas?
The solution I had did not have CRM for Outlook installed (where I replicated the problem you were seeing).
What is your set-up?
I have tried editing the dashboard in both Outlook client and the web client and I get the same thing.
I have tried all of the suggestions below and I still have this problem and it is only with Appointments (meetings). I have tested this in our test environment and I have the same issue. Personal views show up just fine with other activity types. ISSRESET did not help.
Any other suggestions?
Is that the personal view problem only coming up when you are in the Dashboard?
I mean what if you go to Advanced Find -> Saved View and is that available or not>
It is also can be related to the security
I found similar problem that you might take a look:
Try to deactivate and activate the default public view of your Appointment.
It is kind of weird but some people tried and worked.
Hope this helps.
It works for me - hopefully it will for Jenni too...
Can now create Systems and Personal Dashboards with lists of 'My Appointments'...
Weird - but great.
Thank you Aileen/Zack/Laurent! This worked for me as well! I really appreciate everyone's help with this!
So anyone having issue like the 'missing personal view'
This is the 'weird' resolution of it:
Try to deactivate and activate the default public view of your destined Entity.
Or in my case, it was already deactivated as I had created a new system view and set it as the default. I had to reactive the original default view that was inactive and the personal views are now available in dashboards.
This seem to be an issue if the number of default public views is not 1 (so zero or 2 or more).
You could also change this by exporting and re-importing a solution containing the entity, and editing the isdefault property for the view(s) there.
If you are affected by this, please also vote for this connect item so that we might get a proper long-term fix for this (either to add personal views to a dashboard regardless of the default public views, or to prevent getting more than one in the first place):
Double Default Public View means no more personal views in Dashboards
Thank you Aileen for this solution. We had a similar issue this morning and I came across with this thread. In our case, the default system view was deactivated. So steps I took was:
- Activated the deactivated default system view " My Active Accounts"
- Changed default system view to another system view that is activated
- Deactivated the "My Active Accounts" -view
And the problem was fixed.
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