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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customized form views
Finance | Project Operations, Human Resources, ...
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Customized form views

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Posted on by Frank Bruemmer 354
Hello, does anyone know how you can load specific saved user views in a form ? It appears that everything needed is private or internal.  I found this (Build forms that fully utilize saved views - Finance & Operations | Dynamics 365 | Microsoft Learn)  but that doesn't seem to work either.
 
Best regards
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,301 Super User 2026 Season 2 on at
    Hi Frank,
     
    There are some saved views stored as resources and deployed to all users with help of some x++ coding. The class EcoResSavedViewSysSetup is having an example how to deploy saved views. 

    If you already have a saved view, an administrator can use the form Personalization to copy saved views or publish them as an organization template.
  • Frank Bruemmer Profile Picture
    Frank Bruemmer 354 on at
    Thanks, I know where 'they live'. I'm trying to load a specific view during the forms init() call. It appears that Microsoft butchered the standard functionality on the ProjProjectsListPage form, where I can load the default view for the user, but the actual filters are cleared and show only when one switches between views.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,301 Super User 2026 Season 2 on at
    Hi Frank,
     
    Potentially, the current behavior can be explained by having a query passed to the form from the menu item. I just tried this in an environment having a preview of 10.0.39 applied. I then get a warning about a query conflict and you can choose to load the preferred query. In case this is not sufficient for you, you can try to find where Microsoft is generating the link to load the correct query and call the logic yourself.
     

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