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Finance | Project Operations, Human Resources, ...
Suggested Answer

Personalized Views on custom form not saving

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Posted on by 127

Hi,

I have created a custom form with the following properties on D365 F&O.

pastedimage1650331559059v3.png

When making a change to default view, it doesn't recognize the changes I made, thus it's not being saved.

pastedimage1650331434908v2.png

May I know which part I missed? No codes are behind this form. Just AOT views.

I have the same question (0)
  • AnithaEswaran Profile Picture
    2,032 on at

    Hi Jazz,

    Can you explain the issue ? Are you unable to see all the fields which you have referred in the form ?

  • JazZ0003 Profile Picture
    127 on at

    When I create a filter, add a column or change the order of grid columns. It cannot be saved in the View when I exit the form.

  • Suggested answer
    Mav Profile Picture
    on at

    Hi JazZ0003,

    I had similar issue where personalized views on any custom/oob form in grid control was not saving and was able to resolve it after lot of debugging only by uprgrading to 10.25.

    If you are in 10.23 ,then  upgrade to 10.25 and retry ,let us know if issue gets resolved /still exists.

    Thanks

    Mav

    Please mark verify and help others who are facing same issue.

  • Gnanendra Reddy Profile Picture
    44 on at

    Hello Jazz,

    May i know which version are you using. I am not sure the filters saves into the personalization but other form level changes will be saved into personalization. Please refer link where it was been detailed.

  • JazZ0003 Profile Picture
    127 on at

    Already upgraded to 10.25 still the same.

    Other standard forms are working ok. Just this costume form I made doesn't seem to work.

  • ThangNguyen Profile Picture
    184 on at

    Hi JazZ,

    Saved view just support some form types. For your reference:

    docs.microsoft.com/.../understanding-saved-views

  • Suggested answer
    JazZ0003 Profile Picture
    127 on at

    Thank you Nguyen,

    The reference you sent solved my issue. Had to set Simple lists (Design.Style = SimpleList) on my form and Saved View are working now.

    Thank you.

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