Dynamics Community Forum Thread Details

Hi everyone,

I created a workspace using the "Add workspace" functionality, through the Default Dashboard page.

One of the tiles I need in this new workspace is for project quotations in status "Created" that don't have a sales responsible associated with.

To achieve this I went to the project quotations list page, made 2 filters on the grid and saved the view as a new view called "Created No Responsible":

Quotation Status = Created
Sales responsible = ""

Added this view to my new workspace as a tile.

When I enter my workspace, it shows the correct value, which in my case is 1.
But then, if I use the "Begin update now", the count is updated to 0. This only happens when I update it the first time.

To try to understand if the issue was related with the "Begin update now" button, I have changed the refresh frequency of this tile by changing the field "Refresh frequency (seconds)" in the "Tile data cache configuration" form to 5 seconds.

Now, it ends up updating the count to 0 without using the "Begin update now".

This only happens the first time I open the workspace. If I need to reproduce the same behavior I have to refresh the browser tab, which leads me to believe that it's cache related.
Nonetheless, if it's cache related, the reason why this happens just 1 time per session is still very strange, because if I use the "Begin update now", it should fetch the data again from the data source (not using the cache value), and after the first update, it shows the correct value.

To be more precise, this is the count shown in the tile:

Tile shows 1 - when I entered the workspace;
Tile shows 0 - by using "Begin update now" button;
Tile shows 1 - by using "Begin update now" button;
Tile shows 1 - by using "Begin update now" button;
keeps showing the correct value.

I suspect that it can be related to the fact that the "Sales responsible" field is actually a reference field - the control of the form shows the name of a worker, but the field in the SalesQuotationTable is actually the RecId of the HCMWorker table - but then again, if that was the case why would it show the correct value all the time except the first time it is updated?

Just for your reference: I created a view just to filter project quotations with Status = Created (no filters applied on the sales responsible field), added it to the workspace and this behavior is not observed. It works fine, all the time.

Does anyone have an idea of what could be causing this strange behavior?

Thanks is advance.

Categories:

Dynamics 365 Finance