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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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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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  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Can I set a view so filters are always toggled on for all users?

    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.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: Can I set a view so filters are always toggled on for all users?

    Hi,

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

  • Abby Kong Profile Picture
    6 on at
    RE: Can I set a view so filters are always toggled on for all users?

    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

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