Hi, so i have created a custom view and have applied a "group by this column" selection (see below) and saved the view. The issue is when i go out and back into this view it looses the grouping. Is there a way to make this hold ? TIA
If this is not a full screen form then I think Saved Views are not supported.
You will see the option to save view and can save it but it's not applicable. Even if you set it as default view, when you open the form/dialog, the view will show as your custom view but with all standard content. That's what I have observed in 2 dialog forms.
check this thread
community.dynamics.com/.../1329755
Thanks for the response, yes i have tried it on the customer view and it works as expected.
The screen im trying to apply it on is the product search
Hi, I have tried Group by on Customer Group field in All customers form, saved the view and made it default view. And its working whenever I open the Customers form.
Please check if this is working for you then provide your form and field name. Would be interested if this feature does not work on some forms.
If its not working on customer form then probably some feature is disabled in your environment.
Hi phaeton656,
Moved to Finance forum.
If you want to save those changes, follow these steps.
Select the view name to open the view selector.
To modify the existing view, select Save. Note that this action isn't available for locked views.
To create a new view:
.
Hi phaeton656 ,
As per the threads, It seems right now the feature is not available.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Andrés Arias as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Sohaib Cheema 789 User Group Leader
André Arnaud de Cal... 607 Super User 2025 Season 2
Martin Dráb 497 Most Valuable Professional