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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to enable 'Cha...
Customer experience | Sales, Customer Insights,...
Answered

How to enable 'Change View' on the Properties section in a Customer Journey for Segment or Marketing Email lookup fields

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Posted on by Vandana JS 10

pastedimage1589367706872v1.png

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  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Vandana,

    "Change View" couldn't be enabled for lookup fields in Customer Journey Designer, it is by design.

    In general, we could enable the "Change View" feature for lookup field by selecting multiple views in view selector.

    e.g: By default, view selector is not enabled for Content Settings field of Customer Journey.

    pastedimage1589423705677v3.png

    pastedimage1589423629382v1.png

    We could add multiple views to selector:

    pastedimage1589423782762v4.png

    pastedimage1589423846771v5.png

    However, lookup fields in Customer Journey Designer are restricted to only one view, and the designer is not customizable.

    Thus currently we couldn't change view for Marketing Email, Marketing Form etc. when building a customer journey.

    Regards,

    Clofly

  • Verified answer
    Aga M Profile Picture
    Aga M on at

    Hi Vandana JS,

    Thank you for the question.

    In Customer Journey we always show live entities in the lookup fields and thus, it is not possible to change the view (that is why this option is always disabled).


    Best Regards,
    Aga

  • Vandana JS Profile Picture
    Vandana JS 10 on at

    Thanks for the explanation.

  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Vandana,

    If you had found any answer helped, please kindly mark it as verified to close the thread, it would be really appreciated.

    Regards,

    Clofly

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