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Customer experience | Sales, Customer Insights,...
Answered

Documents Subgrid's Default View

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Posted on by 2

Hello,

I need to add a documents subgrid as shown below, but I am unable to deselect or change the Default view for this subgrid component. We want the users to open the Opportunity form, then select the Files tab, then see the [Documents Associated Grid] view without changing the view in the subgrid.  The previous developers were able to achieve this goal for one of the apps we have for an internal business unit, however, we are unable to replicate this solution for a new model-driven app. Does anyone have any advice?

<Current Issue>

pastedimage1628133959643v1.png

<What we need>

pastedimage1628134033237v2.png

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    I have reproduced your issue.

    After setting the integration of SharePoint, the default view of files sub-grid is empty and does not need to be modified manually.

     pastedimage1628143786284v1.png

    And if you switched it to All SharePoint Document view in the new UI of Power Apps, the Document Associated Grid view will no longer be shown in the drop-down list. This part is actually not modifiable on the classic UI.

     pastedimage1628143793174v2.png

    You can follow the next steps to set the Document Associated Grid as the default view.

    1. Create a new solution which contains the modified main form. Here, for example, I modified the main form of Account.

     pastedimage1628143848449v3.png

    1. Export it as an unmanaged solution.

     pastedimage1628143857200v4.png

    1. Update the customizations.xml from the downloaded Unmanaged solution zip file.

     pastedimage1628143866642v5.png

    1. Search for control id="DocumentsSubGrid" in the customizations.xml.

    Replace the <ViewId> value A5B008AC-07D9-4554-8509-2C05767BFF51 with 0016F9F3-41CC-4276-9D11-04308D15858D.

     pastedimage1628143880019v6.png

    1. Import and publish the solution.

     pastedimage1628143895889v7.png

    After setting these above, you’ll find what you need.

    pastedimage1628143905598v8.png

  • Kate Young Profile Picture
    2 on at

    Thank you, Nya! That fixed the issue! I edited the XML and that worked like a charm. Thank you again!

  • DenisCesel Profile Picture
    45 on at

    thanks for sharing the solution, for me the most boring and painful thing in business is documents. I really hate working with them, and unfortunately or fortunately, I haven't decided yet, I work in a shipping company. We export all kinds of goods between European countries. This thread really helped me and I want to share one more lifehack with you. here is an online documents generator  https://supercmr.com/ that generates CMR documents for you, you just need to type in some information about the goods you are shipping and it does the rest for you) Thank me later.

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