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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Newly created system v...
Microsoft Dynamics CRM (Archived)

Newly created system view won't show to other CRM users

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Posted on by Community Member Microsoft Employee

Hi,

I have created a new system view in CRM.  I have published the customization's and can see the related records in the list.

Then when I test the view using another security role I can't see the data.  In the view it says "No data available".  I also created an associated chart & get "there is no data to create the chart"

The thing is - the view & chart worked fine in our test environment for both security roles, so I moved the solution to our Live environment and suddenly its not working for non-admin users.

I've looked into the security settings for the roles in both environments & they match.  Does anyone have any ideas about what else could be causing the issue?

Thanks

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Newly created system view won't show to other CRM users

    So I managed to track the issue down to one field which had field security enabled. When I turned this off the users could see the views and charts.  The field security wasn't required for the field (is locked on the form), so is okay to turn off.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Newly created system view won't show to other CRM users

    No, none of the filters are for lookup fields.

  • prt33k Profile Picture
    prt33k 6,907 on at
    RE: Newly created system view won't show to other CRM users

    Does your view definition has any filters with lookup record references? It can happen the lookup reference are not getting resolved in new enironmentv and you are not able to see the records.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Newly created system view won't show to other CRM users

    Unfortunately this did not help - cleared the cache, then assigned the admin role (they could see the view), put them back on their assigned security role, view disappeared.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Newly created system view won't show to other CRM users

    Unfortunately this did not help.

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at
    RE: Newly created system view won't show to other CRM users

    Try clearing cache on the browser.  Close and reopen the browser and try again.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Newly created system view won't show to other CRM users

    Hi,

    Look at this forum post to see if it helps you:

    community.dynamics.com/.../224901

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