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Service | Customer Service, Contact Center, Fie...
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Filtered Views

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Posted on by 2

Is there any way to cache a filter I place on a view?

Before the latest updates, I used to have a view of all phone calls. I was able to filter this view to show certain criteria of phone calls. When I clicked into one of these phone call records and completed the record, I would be returned to the view with the filters I placed on it still applied.

Now, however, when I am returned to the view, my filters have been removed. Is there any way to cache these filters without creating new saved views? It is costing a lot of time to reapply these filters.  

I have the same question (0)
  • Nya Profile Picture
    29,060 on at

    Hi,

    Would you please attach some screenshots to describe your issue more clearly?

  • JulieKelleher Profile Picture
    2 on at

    When I first access the view I see a list of phone calls:

    pastedimage1634717455820v1.png

    But I apply filters to meet certain criteria (e.g. most urgent ones due on a certain date):

    pastedimage1634716697718v1.png

    When I click into one of these phone calls and complete it, I am returned back to the view which shows the same as the first image. The filters are not saved. 

  • Strandby Profile Picture
    17 on at

    Same problem - all filters I add to the view will be removed, when I look into a case or contact and returns to the view. The same happens when I add columns.

  • Suggested answer
    Kiri Profile Picture
    10 on at

    Not exactly what you're after, but the 'Row Set' Navigation might be the way to work with your filtered Views now. It's kind of tucked away on the left once you open a record, and very easy to forget about.

    Basic navigation in a model-driven app - Power Apps | Microsoft Docs

  • Suggested answer
    JG-31032006-0 Profile Picture
    4 on at
    I know this is old, but I think I found a solution.  In a model driven app, if you select the column heading to filter that column, that filter does not transfer to the Focused View.  Also when you go back to the Read Only Grid from the Focused View, the column filters you put in place are no longer enacted.  The solution is
     
     - Filter the Read Only Grid (or Editable Grid) by selecting the column heading (as you already do)
     - Click the button in the top right corner that looks like 3 stacked line "Edit the view with advanced filter queries"
     - You will see the filters you placed on each column along with any other filters in place, like Status = "Active"
     - THEN click APPLY button!
     - After that when you go to focused view, it will only show the records you have filtered for, and when you go back to Read Only Grid it still only shows the records you filtered for, nothing else.

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