Changing Filter on Associated Opportunities - CRM 4.0

[rossgilmore]

Hi all,

I am attempting to change the default filter for Associated Opportunities.

Here is my problem:

My organization is now filtering/using Opportunities based on a new status field -- as opposed to the 'statecode' field which is default. Now, when you go to an Account and try to view associated opportunities, the view is filtered on the 'statecode' as opposed to our new status we are using for Opportunities.

Is there anyway to change this filter?

Thanks for any help!

Ross

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[Patrick]

Filters on associated views cannot be modified using the view editor. What
you can do is export the entity and in the exported customization.xml located
the associated view. There you can change the filter clause to fit your
needs. Finally import the modified customizations.xml file and publish the
changes.

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CRM/.NET Consultant
Aviva IT

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"Ross Gilmore" wrote:

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[AdamV]

I posted an answer to a similar request recently:
news://msnews.microsoft.com:119/uOh0lNde...@TK2MSFTNGP02.phx.gbl

That was trying to change the default to show "all" rather than "open"
but the principle should be the same and you ought to be able to amend
the code to suit you, but you would probably have to associate a new
statecode with your new status code as well.

[nirajpatel]

Hi Adam,

I cannot seem to access the link posted.

I need to change the Associated opportunity view to use the filter as "All".

Could you post your resolution to this on this forum please?

Thanks,
Niraj

[AdamV]

Try this alternate location:
http://www.eggheadcafe.com/software/aspnet/35465772/opportunity-associated-vi.aspx