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Saved Views in Web Client

  • 1.  Saved Views in Web Client

    TOP CONTRIBUTOR
    Posted 21 days ago
    Hi All

    If I saved and view in RTC, I was able to find it using Search. This doesn't seem to work in the web client (BC2020 w1).

    Anyone know if there's a way to do or just if it's a limitation?

    Thanks

    Mark

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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Saved Views in Web Client

    TOP CONTRIBUTOR
    Posted 21 days ago
    Mark,

    This probably isn't the answer you are looking for, but I save lists filtered by my saved views by bookmarking the URL in my browser.

    More information on saving URL links:
    https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-business-central/sharing-links-records

    ------------------------------
    Cynthia Priebe
    New View Strategies
    "The NAV & BC training and process experts"
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Saved Views in Web Client

    TOP CONTRIBUTOR
    Posted 20 days ago
    Thanks Cynthia

    We did originally try that and it worked for the user who created the view, but didn't work for other users.

    It's actually a real pain in web client, as I have to go into customize pages (which most users will not have access to) and create that view for every Profile who needs it

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Saved Views in Web Client

    Posted 20 days ago
    Hi Mark,

    It looks like you can save views when filtering (Save and Personalize List Views), but it looks like being able to make the view searchable would be a customization according to Microsoft.



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    David Stephenson
    IT Manager
    Mity Inc.
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Saved Views in Web Client

    TOP CONTRIBUTOR
    Posted 20 days ago
    Thanks David.

    Reached same conclusion. Big loss in Web UI

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Saved Views in Web Client

    GOLD CONTRIBUTOR
    Posted 19 days ago
    Make sure they know.  Post your enhancement request to the Ideas site
    https://experience.dynamics.com/ideas/categories/?forum=e288ef32-82ed-e611-8101-5065f38b21f1&forumName=Dynamics%20365%20Business%20Central

    ------------------------------
    Ryan Ketterling
    Business Automation Specialists of MN, Inc.
    Minneapolis MN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Saved Views in Web Client

    TOP CONTRIBUTOR
    Posted 19 days ago

    Did it immediately I found the issue

     

     

     

    Mark Anderson | Director of ERP Systems

     

    Mobile 312.576.4332 | Direct 847.448.4202

     

     




    Academy - Online Interactive Learning from Experts


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