How to change the Default Associated View of an entity on its subgrid

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Posted on by CRM Beginner

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Hi,

I have used a marketing list subgrid in Contact form using a custom view of marketing list. But, on clicking "See the records associated with this View" button on right top of Subgrid, always the default associated view gets opened. Can i change that default associated View to my custom View ?

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sandeepstw 4,601 on at

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RE: How to change the Default Associated View of an entity on its subgrid

Hi,

Please use this thread -

missdynamicscrm.blogspot.com/.../crm-2013-subgrid-vs-expanded-associated-view-records.html
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RE: How to change the Default Associated View of an entity on its subgrid

Hello

you can edit the default associated view on Data Source section, Based on that it will show the fields that you want.

Thanks,

Deepak
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Aric Levin - MVP 30,188 Moderator on at

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RE: How to change the Default Associated View of an entity on its subgrid

Hi,

As Goutam specified, you can't change the view that is specified, but you can edit the default associated view so that it shows the fields that you want.

Hope this helps.
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Mahendar Pal 45,095 on at

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RE: How to change the Default Associated View of an entity on its subgrid

Associated views are special system views you can't change them, as a workaround if possible you can try to do changes in your associated view similar to the view that you are using in the subgrid, for example keep filter like that, add columns etc.
CRM Beginner 795 on at

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RE: How to change the Default Associated View of an entity on its subgrid

Can' t we do anything to achieve this scenario ?
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gdas 50,091 Moderator on at

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RE: How to change the Default Associated View of an entity on its subgrid

Unfortunately you can not set your custom view replace of associated view .