Thread for modern advanced find and enhanced view management with 2022 release wave 1

[sriharibs]

We recently released a modern advanced find that replaces the legacy experiences and adds powerful enhancements to how you can personalize and manage views.

We'd love to hear your feedback on this capability on this post so everyone can benefit from the discussion.

Thank you,

Srihari

[kjackson]

Hi @sriharibs,

Thanks for the reply. I also noticed there is currently no warning if you attempt to click off of a new view without saving. It would be extremely beneficial for a prompt to appear to ensure users don't accidentally leave the screen without saving any changes made to personalized views

[sriharibs]

Thank you for the feedback! We will consider addressing this in a future update.

[CliffReeves]

1) If I create a personal view using the new  feature, I can save it as new …. but if I then edit it (by adding/removing columns or filters) I cannot save that now-current view (there is no "Save changes to current view" choice ). I have to save it again as a new view . That’s a nuisance, and if I’ve shared it, I will need to re-share it, delete the old one, etc. 
2) When adding columns to a view, they do not always appear. For example,

• I created a view of Completed Activities on Opportunities where the Related (opportunity) exists, and included a column name from the opportunity .... All fine,
• I then added a column to show the Related (Opportunity) Created On date … it didn’t appear, even though that column was filtered on that field “Contains data”
• Same with Related (Opportunity) Status … … it didn’t appear, even though that column was filtered on that field “Contains data”

[sriharibs]

Hi @CliffReeves 

I'm unable to reproduce both issues.

1) I am able to see the option to save changes to current view. Note that you would have to be the owner of a view to save changes to it.

2) I am able to add a related table column to an activities view, and also filter on it.

I'll direct message you with my email. Please let me know if you have exact repro steps, as well as environment details and we can investigate further. Thank you.

[CliffReeves]

I am looking for the Lead Score in the new advanced view. It shows up in CRM Toolbox, but not in New Advanved View

[sriharibs]

@CliffReeves I wasn't able to see that table in legacy advanced find or Maker portal. Looks like it's an internal table. I'll find out more, but the XRM toolbox may be the only way you can access it.

[RHOU]

@sriharibs Is the issue with the View Width solved by now? We had already reported this back in September 2021 (TrackingID#2108240050000583) and I just saw that the new Advanced Find will be rolled out to all customers in October now, so I hope the issue will be resolved before then? 

[sriharibs]

Yes, @RHOU the ability to change the width of columns in a view and save that into the view is shipped. It is available for you when you enable modern advanced find. And hence, will be available for everyone when we roll out modern advanced find with 2022 Wave 2.

[MBates]

@sriharibs Are you saying that I should be seeing the ability to change column widths on a personal view and save that change in my Environment currently (on 2022 release Wave 1)?  Or, are you saying that I will not see that until Wave 2 is deployed?

[sriharibs]

@MBates If you enable 2022 Wave 2 on your environment, you will be able to save columns widths into a view. Here is what it looks like.