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Supply chain | Supply Chain Management, Commerce
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Can't add a list to a personal workspace

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I created a personal custom workspace for customer rebates in D365 in early 2020 in our testing environment.  It included tiles and lists for standard rebates and rebate agreements as well as lists for sales orders and invoices.  I am revisiting it now for the first time in a long time (we just upgraded to 10.0.18) and the Lists are no longer working - they show just "See more" link and then the list page does open up if you click it. 

I tried creating a brand new workspace and tried to add the same lists to it, or even the "Standard view" for these objects.  With each one I tried (Rebates, Rebate agreements, Sales orders, AR invoice journals) when I use Options/Add to workspace and choose 'List', it immediately switches back to 'Tile' when I click Configure. 

Could this be a bug in the new release or maybe it was a problem much before this? (I haven't looked at personalizing workspaces in a long time)   Or perhaps some new configuration that has to be turned on?

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  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi Lynn,

    I tried in 10.0.17, it works fine.

    Do you enable the save view feature?

    Try to clear the personalization and data cache.

  • Community Member Profile Picture
    on at

    Thank you for your suggestions Matt.   Yes, we do have the save views feature turned on.  I use it frequently.

    A colleague of mine is having the same issue in our system, so I know it's not just me so probably not usage data.  I did clear my browser cache but still had same issues.  One thing we found is that if we type in the word "List" in the "add to workspace" choice field rather than selecting it from the dropdown, then it works as expected.  Or if I select "List" from the drop down and add a space after it before clicking Configure, then it also works as expected.  

    So we have a workaround at least.  But that doesn't help us with the pre-existing workspaces which now just say "See more" rather than showing a list.

  • Fernando Abollado Trueba Profile Picture
    10 on at

    Hi Lynn,

    Did you find a full solution for that? I have the same issue but worse, any workaround that you suggested arent working for me. Always it change to Tile value when I change the focus outside the Presentation field.

    Regards!

  • Community Member Profile Picture
    on at

    Hi Fernando,

    I worked with MS on a support ticket in regard to this issue.   The analyst found that both issues we described are known issues with fixes on the way.  We wer on 10.0.18 April release at the time, and have since moved to 10.0.20.  The original workspace I created still says "Show More" instead of populating lists, but the newer one I created works fine.   

     

    “See more” on some custom workspace list created a while ago:

    Details for issue 539007 (dynamics.com) and Details for issue 555065 (dynamics.com).

    Fix is available starting in 10.0.19 / Platform update 43.

     

    Drop down list for’ add to a workspace’ defaults to the last choice you made rather than the one you pick (Tile, List or Link):

    This issue has been fixed : Details for issue 572538 (dynamics.com).

    This fix is available starting in 10.0.20 / Platform update 44.

  • Fernando Abollado Trueba Profile Picture
    10 on at

    Thanks a lot for the information.

    Regards!

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