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CRM system view filter based on condition. RRS feed

  • Question

  • there are lot of system view in CRM 2011 like Account being followed, active account,  Inactive account.

    and this views are visible on Look up records dialog (lookupinfo.aspx). I want to more filter the existing view with some condition.

    1. how to get view ID

    2. how to filter more this records.


    • Edited by SonikaJ Friday, June 28, 2013 9:44 AM
    Friday, June 28, 2013 9:44 AM

All replies

  • Hi,

    If i understand well your question, you want alter the criteria from system views, right? You can go to entity, select views and edit\add the views you want. After edit you just need to publish your changes.

    Hope this helps.
    If i answered your question, please mark the response as an answer and also vote as helpful.

    Pedro Azevedo Crm Specialist 4.0\2011

    Friday, June 28, 2013 10:08 AM
  • Hi,

    I want to do using code JavaScript.  In Look up records dialog  when I select any system generated view then the records gets display but how to more filter these records.

    Friday, June 28, 2013 10:20 AM
  • Hi,

    But you want filter with something dynamically? If you want apply the filter to all users you can add this filter directly to the system view, like that you don't need Javascript code.

    Hope this helps.
    If i answered your question, please mark the response as an answer and also vote as helpful.


    Pedro Azevedo Crm Specialist 4.0\2011

    Friday, June 28, 2013 11:16 AM
  • Yes I want to apply this filter to all users and want filter with something dynamically. but I don't want to modify actual view every where. On my custom solution on button click I am showing this lookup records dialog box. Now it is showing all view in views dropdown. Now want to display records of each view after applying more condition like for active account where address1 city is not blank.

    Monday, July 1, 2013 12:25 PM