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Customer experience | Sales, Customer Insights,...
Suggested Answer

Missing associated view (Opportunities record type) and but Export shows data

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Posted on by
Hi,
 
Is this a known issue 
 
The associated view is not appearing . The behavior seems to be same new trial version of app, as well as in my UAT and Production environement
 
 
 
No change in behavior
Export to Excel online shows the data...
 

 
Additional Infor.
The client side on debugging shows a managed solution layer - App for outlook.
 
I have the same question (0)
  • Suggested answer
    CU27040920-9 Profile Picture
    2 on at
    The Problem is related to the new Opportunity Pipeline view. This overrides the read only grid view that is able to show the records. The pipeline view control being defaul to the form is causing this issue. User can change the view under the flyout show as & by selecting read only grid view.

    Please upvote if you find this correct. (I am the OP)
     

     

     
  • Suggested answer
    AdV Profile Picture
    2 on at
    Hi,
     
    Same problem with our users.
    I thought it was a bug in the update where pipeline is introduced, but it seems this update has changed a default setting which causes this.

    A user can fix it (every time) with the answer (27th october).
     
    For all users it is a 5 minute solution, see the section "Set the pipeline view as the default opportunities view" in the link below.

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