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Change filter criteria for Associated View RRS feed

  • Question

  • Is it possible to change the filter criteria for the Associated view?
    Friday, July 3, 2009 2:29 PM

Answers

  • It is not possible by simple configuration.

    You can do it by following the steps below but be advised that this is unsupported customization. 
    • Export the entity Customization.
    • Open the customization file and search for Associated View in the XML File.
    • Navigation to the fetchxml tags associated with the view and change the filter criteria.
    • Zip the customization back and Import it into MS CRM.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Friday, July 3, 2009 2:59 PM
    • Marked as answer by Jay C. _ Friday, July 3, 2009 8:11 PM
    Friday, July 3, 2009 2:59 PM

All replies

  • hi
    just check the jscript section on my blog iam under the impression it didi post some code that may help you
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Friday, July 3, 2009 2:43 PM
  • It is not possible by simple configuration.

    You can do it by following the steps below but be advised that this is unsupported customization. 
    • Export the entity Customization.
    • Open the customization file and search for Associated View in the XML File.
    • Navigation to the fetchxml tags associated with the view and change the filter criteria.
    • Zip the customization back and Import it into MS CRM.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Friday, July 3, 2009 2:59 PM
    • Marked as answer by Jay C. _ Friday, July 3, 2009 8:11 PM
    Friday, July 3, 2009 2:59 PM
  • It is not possible by simple configuration.

    You can do it by following the steps below but be advised that this is unsupported customization. 
    • Export the entity Customization.
    • Open the customization file and search for Associated View in the XML File.
    • Navigation to the fetchxml tags associated with the view and change the filter criteria.
    • Zip the customization back and Import it into MS CRM.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/

    this is definately a great idea
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Friday, July 3, 2009 3:02 PM
  • When I delete:

                      <filter type="and">
                        <condition attribute="statecode" operator="eq" value="0" />
                      </filter>

    It is automaticly recreated when the entity is imported.
    Friday, July 3, 2009 7:08 PM
  • I had to deleted and re-import the entity.

    It is working.  Thank you.
    Friday, July 3, 2009 8:11 PM
  • You can do this in a safe way using a plugin that alters the FetshXML of this associated view

    I have done something similar but for a custom view

    http://amir-shenodua.blogspot.com/2010/06/ms-crm4-creating-view-and-setting.html

    Regards,

    Amir

    Wednesday, April 4, 2012 8:05 PM