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Microsoft Dynamics CRM (Archived)

View only used as subgrid

Posted on by 65

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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  • Hari Narayanan Profile Picture
    Hari Narayanan 589 on at
    RE: View only used as subgrid

    Please mark as answered if my suggested answer solves your problem

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: View only used as subgrid

    Thanks for sharing the instructions, Hari.

  • Hari Narayanan Profile Picture
    Hari Narayanan 589 on at
    RE: View only used as subgrid

    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.

  • che Profile Picture
    che 65 on at
    RE: View only used as subgrid

    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

  • Hari Narayanan Profile Picture
    Hari Narayanan 589 on at
    RE: View only used as subgrid

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

  • che Profile Picture
    che 65 on at
    RE: View only used as subgrid

    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,

  • Hari Narayanan Profile Picture
    Hari Narayanan 589 on at
    RE: View only used as subgrid

    Follow my instructions and it will unshow the views as required

  • che Profile Picture
    che 65 on at
    RE: View only used as subgrid

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

    : )

  • Hari Narayanan Profile Picture
    Hari Narayanan 589 on at
    RE: View only used as subgrid

    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.

  • Verified answer
    Hari Narayanan Profile Picture
    Hari Narayanan 589 on at
    RE: View only used as subgrid

    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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