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One interesting aspect requested recently was the ability for a user to quickly see, when looking at an all record view the stage a record is at in the business process flow. That would make it easier for users to not only see quickly where their records are, but also have the ability to filter for only records at a particular stage to focus on.
This can be achieved easily, with a no code configuration. Let’s see how.
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This post is intentional left at a very high level, as a potential solution description.
One interesting scenario we have encountered in a CRM involves the potential large number of shared views a user has to handle.
NOTE: This deals only with views shared by a user, to another user. Sharing to teams should not be handled by this design.
A user can potentially end-up with a large number of views shared with him/her. He or She could start tracking down who the view owners are, and ask them to un-share the view they are not interested in. Two problems here, one is the fact that you are at the mercy of another user, the other being you might leave those users with the feeling that “you don’t really care about the effort they put into it”.
The solution, as simplistic as it sounds, is to give the user the ability to un-subscribe from that shared view. But there is nothing OOTB to allow that kind of functionality. So, how do we build that?
It’s actually not that complicated, but it involves a little bit of coding. One of the developers I work with has successfully built a functional POC. Let’s have a look at the high level design.
There are a few elements to this. First off, in order to unsubscribe from a shared view, the most logical place to start from is the list of all views. You get to it by navigating to Saved Views on the Advanced Find ribbon.
