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Microsoft Dynamics CRM (Archived)

Can I set a view so filters are always toggled on for all users?

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Posted on by

Seems like this should be easy but I can't find it - in a system view, I just want the column filters to remain active so my users don't have to click on the funnel-shaped filter icon.  Lazy, I know, but can it be done? 

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  • Abby Kong Profile Picture
    6 on at

    There is no configuration to do this now. We need to click the funnel icon first to turn the view into an Ad-hoc filtering view to be able to apply column filters.

    You may submit the idea https://experience.dynamics.com/ideas/  

    Regards,

    Abby

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    unfortunately, there is no such option for us to configure. :)

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi,

    Sorry you can not customize or register any JS in the home entity grid to make this kind of changes. Workaround would be create multiple view with different filter criteria to reduce extra click.

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