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  • Question

  • Hi, 

    I am new in CRM. as i know that there are verious type view like associate view, public view, advance view....

    is it possible to create  associate/lookup view or Lookup view?

    thanks

    Regard

    Sangram


    microsoft blog

    Thursday, March 13, 2014 7:41 AM

All replies

  • Hi,

    You can create custum look view using java script at runtime.

    http://arvindcsit.wordpress.com/2013/05/12/set-custom-view-as-default-view-for-lookup-control/

    • Proposed as answer by Sam - Inogic Thursday, March 13, 2014 12:50 PM
    Thursday, March 13, 2014 8:43 AM
  • Hi Sangram,

    You can only create new "Public Views". The following types of views cannot be created, however they can be modified to add/remove columns you wish to see:

    • Associated
    • Lookup
    • Advanced Find
    • Quick Find

    However, if you want the lookup field in a form to display a different view other than the defined "Lookup View", you can modify it by double clicking on the lookup field on the form, scroll down to "Additional Properties" in the "Formatting" tab (the first one) and select the view you want to be displayed when someone clicks the lookup field.


    Admin QuikView Solution for CRM 2013



    • Edited by Anupam Bishui Thursday, March 13, 2014 9:58 AM
    • Proposed as answer by Adam Vero Thursday, March 13, 2014 5:41 PM
    Thursday, March 13, 2014 9:56 AM