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Service | Customer Service, Contact Center, Fie...
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How to change associated view on an entity's related area

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I have two associated views Open Activities associated view and All Activities associated view and would like to use All Activities associated view on Account entity. However, it currently displays Open Activities associated view when I click on Related-->Activities from Account.

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  • cloflyMao Profile Picture
    25,210 on at

    Hi Meluhan,

    Unfortunately this part is not customizable, but you could change filters of Open Activities associated view to show associated activities in all status.

    pastedimage1614760061010v2.png

    m1.JPG

    Obviously, it is global change instead of on specific entity.

  • mikush Profile Picture
    on at

    In Unified Interface, this is the default behavior for related entity view.

    It will default to Open Activities associated view. Once opened, you can toggle and switch to the view you require.

    Another option would be to remove the Open Activities associated view from the app designer. In that case the default would be your all activities associated view.

    Hope this helps.

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