No personal view for new field on form?

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  Someone? Its urgent
  

  Friday, August 19, 2011 11:27 AM
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  Hi,

  You can not use Personal Views for lookup views, Sub Grid View etc and only can use System Views but you can hide System Views from the users via a Plugin as mentioned in the following post: http://social.microsoft.com/Forums/en-US/crm/thread/6e8beb3b-054b-45cb-9f78-238dd1a1538a/#a765e9d9-6b03-4699-84e2-a64447653116

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  Jehanzeb Javeed
  
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  • Proposed as answer by Jehanzeb.Javeed Friday, August 19, 2011 11:54 AM
  • Edited by Jehanzeb.Javeed Friday, August 19, 2011 11:58 AM Added Plugin Reference Url

  Friday, August 19, 2011 11:54 AM
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  You can select both system as well as custom views for lookups. Simply go to lookup field and then go to additional properties. I just tested and it worked for me. I created a view My Test View and set as default for my primary contact lookup at account entity. Seem Ok to me.

   

  

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  Ayaz Ahmad CRM Architect | http://ayazahmad.wordpress.com

  • Proposed as answer by Ayaz.AhmadModerator Friday, August 19, 2011 11:55 AM
  • Unproposed as answer by Ayaz.AhmadModerator Friday, August 19, 2011 12:04 PM
  • Proposed as answer by Ayaz.AhmadModerator Friday, August 19, 2011 12:04 PM
  • Marked as answer by Ayaz.AhmadModerator Saturday, August 20, 2011 4:47 AM

  Friday, August 19, 2011 11:55 AM

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  That's strange because I did it the same way. Did I forget to publish something?
  

  Friday, August 19, 2011 12:51 PM
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  Hi,

  As mentioned above that you can not use Personal Views for lookup views, Sub Grid View etc and only can use System Views but you can hide System Views from the users via a Plugin as mentioned in the following post:http://social.microsoft.com/Forums/en-US/crm/thread/6e8beb3b-054b-45cb-9f78-238dd1a1538a/#a765e9d9-6b03-4699-84e2-a64447653116

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  Jehanzeb Javeed
  
  http://worldofdynamics.blogspot.com
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  If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

  • Marked as answer by Ayaz.AhmadModerator Saturday, August 20, 2011 4:47 AM

  Friday, August 19, 2011 12:53 PM
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  If you have the requirement to use a specific view for the lookup view then why do you want to stay with a personal view? You should simply define a system view and use it as Ayaz suggests.

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  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Friday, August 19, 2011 12:59 PM

  Friday, August 19, 2011 12:59 PM

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  The screenshot from Ayaz.Ahmad shows that is possible or not? 

  
  

  Friday, August 19, 2011 12:59 PM
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  Only with a system view I believe. I suggest you re-create your personal view as a system view.

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  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Friday, August 19, 2011 1:01 PM

  Friday, August 19, 2011 1:00 PM

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  Hi,

  Ayaz screenshot has System Views not personal view.

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  Jehanzeb Javeed
  
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  Friday, August 19, 2011 1:04 PM
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  Only with a system view I believe. I suggest you re-create your personal view as a system view.

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  Gonzalo | gonzaloruizcrm.blogspot.com

  Thanks.

  But, how or where can I save it as a system view?

  Friday, August 19, 2011 1:04 PM
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  Hi,

  You have to recreate view as System Views only System Views can save as Personal Views but on Personal Views can save as System Views.

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  Jehanzeb Javeed
  
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  Friday, August 19, 2011 1:05 PM
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  You would have to do it manually. Create a new view from the entity customization and re-create the columns and filter criteria. It shouldn't be too long.

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  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Friday, August 19, 2011 1:08 PM

  Friday, August 19, 2011 1:08 PM

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  Thanks, but where in the interface can I create a system view? I just find to create a custom view...
  

  Friday, August 19, 2011 1:08 PM
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  Go to settings --> Customization --> Customize the system --> Entities--> <your entity> --> Views. Then click on "New".

  Alternatively when you are in a grid for the entity in question you can click on the "Customize" tab and clcik on "New system view".

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  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Friday, August 19, 2011 1:10 PM
  • Marked as answer by m83 Friday, August 19, 2011 1:16 PM

  Friday, August 19, 2011 1:10 PM

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  Ok thanks!
  

  Friday, August 19, 2011 1:16 PM
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  Hi,

  I think i answered the same..well seems like you find the other posts mroe usefull..

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  Jehanzeb Javeed
  
  http://worldofdynamics.blogspot.com
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  If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

  • Marked as answer by Ayaz.AhmadModerator Saturday, August 20, 2011 4:46 AM

  Friday, August 19, 2011 1:18 PM