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"Group by" settings need to be saved and made part of Views so these details can be shared across users/roles.

The default Group by state should be Collapsed should when the view is shown with an option to Collapse All or Expand All.

It is time consuming to need to re-create Group by's every time you use D365 forms particularly given they're often standards that you want to save and re-use.

Category: User Experience
STATUS DETAILS
Needs Votes
Ideas Administrator

Grouped columns are saved to views for forms/grids with large view selectors (i.e. forms that allow queries to be saved to views). My understanding of this idea is to extend that to any grid in the system. 

Comments

A

Hello,


The following bug has been already reported. But the correction seems to not have been planned.

https://fix.lcs.dynamics.com/Issue/Details/1200274?kb=4649923&bugId=618517&dbType=3&qc=a529731ede3ac3c6eef28e43f395711d8aedefc7bc84e68278c1d5092f9f0aea


In fact, there is 2 different types of view.

In one case, saving the grouping by is enabled. (when "my view" filter is below the title of the view)

And in the other one, it doesn't work. (when "my view" filter is above the title of the view)

=> The "above" case needs to be fixed.


Regards, Maxime.

Category: User Experience