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Change default view for Quote Product RRS feed

  • Question

  • I know how to change the default view an Account. But when I try to change the default view for Quote Product, when I click on the View in the customizations area, it doesn't give me the option change it. Does anyone has an idea why is this so?

     

    Thanks

    Monday, August 15, 2011 7:34 PM

Answers

  • Hi,

    Do you mean if you will see Products from Quote form? the system always uses Assosiated View to display child relationships in entity form i.e. System uses Quote Product Associated View to display products in Quote Form, you can add/edit columns of this view.

    or you can add a subgrid on the Quote form and choose the product view as per required.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Monday, August 15, 2011 8:51 PM

All replies

  • Hi,

    You can not create new views but you can edit exsisting views by double clicking on the View Record, you can add/delete columns and Filter Criteria as per required. After editing Save View and make sure to publish entity customizations.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, August 15, 2011 8:31 PM
  • Thanks for the reply.

    I want to change which view is displayed by default when I open the Products for a Quote in 2011, not edit a view.

    Monday, August 15, 2011 8:42 PM
  • Hi,

    Do you mean if you will see Products from Quote form? the system always uses Assosiated View to display child relationships in entity form i.e. System uses Quote Product Associated View to display products in Quote Form, you can add/edit columns of this view.

    or you can add a subgrid on the Quote form and choose the product view as per required.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Monday, August 15, 2011 8:51 PM