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nz1
Helper I
Helper I

Changing Route Ribbon Button Defaults for Queue Items

Steps: In dynamics 365 go to queue items - pick a something from the queue - click on the route button at the top of the page - you will see the following options (see screenshot below)

nz1_0-1667410226818.png

 

Question: How can i modify this default fields? for example the add to the following queue is a lookup to queue view but i wan it to lookup to a custom queue i made.. 

 

 

Thank u 

 

1 ACCEPTED SOLUTION

Accepted Solutions

Hi,

 

You have two option

 

1. Change OOB lookup view columns and filter criteria based on your requirement

2. Train your user to click on Advanced lookup option and then change view to custom view.

View solution in original post

6 REPLIES 6

Hi @nz1 

 

As per the OOB Behavior Condition wise Import is Not Possible. Lets wait for Others comments

 

Please mark as Answer if it is helpful and provide Kudos


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nz1
Helper I
Helper I

Hi @rampprakash 

 

Thanks for your response. I'm not really trying to import anything 🙂 Ill rephrase my question 

 

Dynamic 365 has queue items - im in the modern driven app and i select a queue item from the queue items list as per this screenshot 

nz1_0-1667461819181.png

 

I then click on "Route" at the very top of the page - i get this 

 

nz1_1-1667461561738.png

As you can see above the "add to the following queue" is a looking up to the queue table view (most likely the associated view) i wanted to change this to another custom view i have created 

Hi @nz1 

 

Oops my mistake, nope the given form is not customizable in OOB.

 

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Follow me on Twitter : @rampprakashd
Blog : https://microsoftcrmtechie.blogspot.com

Hi,

 

You have two option

 

1. Change OOB lookup view columns and filter criteria based on your requirement

2. Train your user to click on Advanced lookup option and then change view to custom view.

I really appreciate your comment. I'm aware of option 2 but option 1 is better. I have another view i would like to use the issue is where is this quick form to change the view ? i go into queue table - forms - its not there 

Hi,. Unfortunately you can not customize this dialogue to use different view .

 

Be default it uses Lookup view and you can see this view by going to Tables - Queue- Views - Type is lookup view

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