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Session Id :
Finance | Project Operations, Human Resources, ...
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Saved Views - Form Grid Group by feature issue

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Posted on by 87

Hello,

I have a form where I am displaying employees according to their department where some departments have sub departments. My issue is with the group by feature on the department. I grouped the Department column then saved it as a view. This maintains the grouping each time the form is opened where the department is initially set to ''Client Services'. However, if I select a department after the form is initialized, then the grouping is undone as Im executing the query again to display Employees according to the selected department. How can I maintain the grouping each time the query data source is executed? Thank you

E.g. form is initialized below and loads the saved view grouped by department

pastedimage1665999716449v1.png

After I select another department, the grouping is gone.

pastedimage1666000053398v2.png

I have the same question (0)
  • GirishS Profile Picture
    27,827 Moderator on at

    Hi Anthonymgy,

    You are grouping the department and save it as a view so next time you open the form it will maintain the grouping.

    Initially Department text box is filled with "Client Services" but in the grid it shows all department employees, So its showing group by departments.

    My question is if you will give the Department as "Retails operation" - It will show only the Retail department not the other department - So in that case group by is not needed as it displays only one department.

    Thanks,

    Girish S.

  • Anthony90288 Profile Picture
    87 on at

    Hi Girish,

    Some departments have sub departments so that is why Client Services also has employees from Finance but that is besides the point. The issue remains whether I have 1 or multiple departments so grouping is needed regardless. Assuming I change to another department that has multiple sub departments, the grouping is not maintained.

    You may have thought of it as a view for all departments initially but that is not the case. It is simply just showing the sub departments (if any) initially for Client Services. Changing it will show the selected department as well as (if any) sub departments. It is when I change the selection that the grouping is not maintained as I execute the datasource executequery() method.

  • Suggested answer
    GirishS Profile Picture
    27,827 Moderator on at

    Check the below thread. It seems that its a know issue and you need to apply quality update.

    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/469359/saved-views-refreshing-and-losing-filters

    Thanks,

    Girish S.

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