Microsoft Dynamics CRM (Archived)

View only used as subgrid

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Posted on by che

1,there are two entity OP and BC .

2,BC has a view named "BCA"

3,OP use "BCA" as a subgrid.

the question is i don't want to show "BCA" in BC's view list,what should i do?

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ram r on at

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Edit: Please refer Hari Narayanan answer below. I read it other way around, my bad

In subgrid properties, select the views you would like to show.

Open form editor => open subgrid properites => In display tab, under "additional options" section => select "show selected views" in "view selector" => select the view you want to show => click ok, save and publish form

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Hari Narayanan 589 on at

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Hi,

I have understood your requirement and have done something similar to this before in CRM online 2015 version and should work in all other versions, the steps are as below.

Go to entity OP -> Change the view of the subgrid to the view you have already created-> save and publish the entity.

Now go the BCA ->Views->select the view and click on deactivate -> publish the form.

This will make the view appear only on the subgrid and not in the main view list of BCA.

Hope that achieves your requirement.

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Hari Narayanan 589 on at

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haha Ram :D i had exactly same requirement with other clients, so i can feel the pain to have 30-40 views in the browser.

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che 67 on at

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thank you for your answer , but i want to unshow it in BC's main view list.

: )

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Hari Narayanan 589 on at

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Follow my instructions and it will unshow the views as required

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che 67 on at

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Hi!

thank your for answer me.

i had try the same way to fix the problem.

but when i change the field in "OP" form after deactivated "BCA". and then publish.

the subgrid has change to "first FY" which is below "BCA" view .

is there any ideas?

: )

Cheers,

che,

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Hari Narayanan 589 on at

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Publish one by one.. dont publish all.. change the form.. publish the Op then deactivate the view publish bca alone..

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che 67 on at

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haha :D, seems like we have a same client.

is there any article from mirosoft Mentioned this issue?

that's help alot.

thank you :D

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Hari Narayanan 589 on at

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No this is not a documented procedure, we found the method while randomly trying few things. :) If the post helped you please mark as answered to my proposed answer.

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Community Member on at

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Thanks for sharing the instructions, Hari.

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