Can't set "Marketing List Lookup View" as default view in a subgrid

(1) Share

Report

Posted on by NoellaB

165 User Group Leader

Hello,

I am currently working in Dynamics 365 v8.2 while setting a Marketing List subgrid on the contact form,I countered the following problem, when I try to add a record in the grid no record is shown.

After clicking on the loop, I recognized that the view used to search for the records isn't 'Marketing List Lookup View'

How can I alter the 'Look in' (Dans) field to show 'Marketing List Lookup view' instead?

PS: I am aware of changing the view manually but I'd like to set 'Marketing List Lookup view' as the default view to do my researches directly

I have the same question (0)

All responses (7)

Answers (1)

Sort by

Suggested answer

Miguel Lourenco Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

Have you tried to go to the form settings and see the properties of the sub grid?

Was this reply helpful? Yes No
NoellaB 165 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Yes I did, but it doesn't allow me to modify the intended view of the lookup, it only makes me choose the view that I want to set in the subgrid.

All I could understand is that the system must show 'Marketing List Lookup View' when I'm searching for a record instead it shows 'Active Marketing List', someone must've messed with some configuration, I need to figure out where I can set the default lookup view of an entity.

Was this reply helpful? Yes No
Suggested answer

Miguel Lourenco Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Nouhaila,

I think it is by design, I have the same behavior in my org.

I believe only public views can be set as default views, this is why it won't show up

Was this reply helpful? Yes No
Suggested answer

Miguel Lourenco Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

when trying to set it as default view:

You will need to create a public view

Was this reply helpful? Yes No
NoellaB 165 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

I think you misunderstood me or I haven't explained myself well.

When I search for records in other entities I get this:

When I search for records in Marketing List entity, I get this:

How can I set the view that shows in that field to be 'Marketing Lists Lookup View' instead of 'Active Marketing List View' (aka Liste actives in french)?

Was this reply helpful? Yes No
Miguel Lourenco Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Nouhaila,

I couldnt find any supported way to change that lookup view from the default one to another one.

Anyway, can you try to inspect if the button was customized ? You can check with with ribbon workbench.

regards,

Was this reply helpful? Yes No
Verified answer

meelamri 13,218 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hi,

Please check this view: "Marketing list associated with the Owner". It used by default in my environment. Waiting for your feedback !

Was this reply helpful? Yes No