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Changing an Associated View? RRS feed

  • Question

  • Hello all,

    I'm wondering if there is a way to change an Associated View (in my case, I'd like to change the Opportunity Associated View)?  Right now, we use custom views on a different field for our Opportunities.. this was not a smart decision, but something that was given to me.  This is fine for the Opportunity views, but when users are looking at one account only and look at the associated Opportunities, this uses the default view and shows all the Opportunities incorrectly (as opposed to our custom closed, open, etc.).

    I'm not sure if it's possible, but would love to be able to hack and change the default associated view.

    Thanks!
    Wednesday, April 29, 2009 8:12 PM

Answers

  • Hi r0ssta,

    yes, this is possible. Besides the standard way to add and drop attributes with the standard crm customization user interface you can also export the opportunity entity and modify in the xml-file the Associated View directly. This is not really supported, but it is possible. There is a filter which should be customizable in a way that your own status values are supported. May be your status values have to be modified to reflect the correct original values.

    Additionally you can also buy the Filtered Views of stunnware (http://www.stunnware.com).

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 8:45 PM
    Moderator

All replies

  • Hi r0ssta,

    yes, this is possible. Besides the standard way to add and drop attributes with the standard crm customization user interface you can also export the opportunity entity and modify in the xml-file the Associated View directly. This is not really supported, but it is possible. There is a filter which should be customizable in a way that your own status values are supported. May be your status values have to be modified to reflect the correct original values.

    Additionally you can also buy the Filtered Views of stunnware (http://www.stunnware.com).

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 8:45 PM
    Moderator
  • Jürgen

    Thank you for your response.  I have exported the Opportunity entity and looked at the XML file.  I located the area where it spells out the Opportunity Associated Extended View, where it shows the opportunities associated to any account.  However, unlike other views where they have a <fetch> based on a custom filter and fields, the associated opportunity entity doesn't appear to have any way to customize the filter for the results.  I have tried to make the <iscustomizable> field = to 1, but that still didn't allow me to change it.  It appears it's running saved queries.. is there a way to edit these saved queries?  or can I just remove those and add in my own Fetch similar to other views?

    Thanks for any help!
    Thursday, May 14, 2009 2:18 PM