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Change the default filter of an Associated View RRS feed

  • Question

  • Hi ,

    in account entity navigation pane quote entity available so this quote entity filter associated view filter criteria Draft is available .

    i want all in filter criteria. any possibility is available send me.

    Thanks

    Narendra 

    Wednesday, January 29, 2014 11:58 AM

All replies

  • instead of navigation pane from account form,

    do the following steps:

    1. Insert a sub grid of lead and edit the properties as shown in the below image
    2. remove the lead from left navigation pane, save and publish

    if the answer is helpful to ur question, vote me as marked


    Thanks in Advance Siva

    Wednesday, January 29, 2014 12:31 PM
  • Hi siva,

    check the bellow url

    http://www.magnetismsolutions.com/blog/paul-nieuwelaars-blog/2012/12/18/default-activities-filter-on-to-all-dynamics-crm-2011

    the same scenario in account entity  click in navigation pane quotes, in quotes filter only drafts i want all quotes in filter section. see bellow image .

    Wednesday, January 29, 2014 12:57 PM
  • Hi siva,

    What youe saying i can understood that is n:n relationship put on sub grid give the entity name give n:n relationship show all views.

    all the records are coming good idea.

    Thanks siva. 

    Wednesday, January 29, 2014 12:59 PM