{"id":11984,"date":"2009-12-03T08:51:00","date_gmt":"2009-12-03T08:51:00","guid":{"rendered":"http:\/\/www.maplytics.com\/uncategorized\/how-to-create-my-views-for-custom-entities-2\/"},"modified":"2023-03-20T10:35:17","modified_gmt":"2023-03-20T05:05:17","slug":"how-to-create-my-views-for-custom-entities-2","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/how-to-create-my-views-for-custom-entities-2\/","title":{"rendered":"How to Create &#8220;My views&#8221; for custom entities"},"content":{"rendered":"<p>The Account entity in CRM comes along with pre-defined views for My Active Accounts.<\/p>\n<p><a href=\"http:\/\/3.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd94x_acWI\/AAAAAAAAAP0\/LV1Kh56WJNU\/s1600-h\/1.jpg\"><img decoding=\"async\" src=\"http:\/\/3.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd94x_acWI\/AAAAAAAAAP0\/LV1Kh56WJNU\/s400\/1.jpg\" alt=\"\" border=\"0\" \/><\/a> However, when you create a custom entity you will notice that by default only two views are created \u201cActive\u201d and \u201cInactive\u201d. If you would like to add \u201cMy Active\u201d and \u201cMy Inactive\u201d views for custom entities, you would need to create them yourself by customizing the entity.<\/p>\n<p>To create a \u201cMy Active\u201d view in custom entity just follow the below steps:<\/p>\n<p>Here we take an example of \u201cTest\u201d entity.<\/p>\n<p>Step 1: Navigate to Settings &#8211;&gt; Customization &#8211;&gt; Customize Entities &#8211;&gt; Select the entity and navigate to the Forms and Views Option<\/p>\n<p><a href=\"http:\/\/1.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd94vUJ1JI\/AAAAAAAAAPs\/hT5DxmmFeEU\/s1600-h\/2.jpg\"><img decoding=\"async\" src=\"http:\/\/1.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd94vUJ1JI\/AAAAAAAAAPs\/hT5DxmmFeEU\/s400\/2.jpg\" alt=\"\" border=\"0\" \/><\/a><br \/>\nStep 2 : Enter the name of the View<\/p>\n<div><a href=\"http:\/\/3.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9ldyIQmI\/AAAAAAAAAPk\/sZYEFlBgGi0\/s1600-h\/3.jpg\"><img decoding=\"async\" src=\"http:\/\/3.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9ldyIQmI\/AAAAAAAAAPk\/sZYEFlBgGi0\/s400\/3.jpg\" alt=\"\" border=\"0\" \/><\/a><br \/>\nStep 3 : Here you have to edit the filter criteria.<\/div>\n<div>\n<div><a href=\"http:\/\/3.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9lCcF2dI\/AAAAAAAAAPc\/lZhXNzh0qzU\/s1600-h\/4.jpg\"><img decoding=\"async\" src=\"http:\/\/3.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9lCcF2dI\/AAAAAAAAAPc\/lZhXNzh0qzU\/s400\/4.jpg\" alt=\"\" border=\"0\" \/><\/a><br \/>\nSet the following conditions<br \/>\n\u2022 owner Equals to Current user<br \/>\n\u2022 and status is equals to Active<\/div>\n<\/div>\n<p>as we are creating \u201cMy Active Test\u201d view. You can give your Conditions according to the view<\/p>\n<div>\n<div><a href=\"http:\/\/1.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9kkJZ-pI\/AAAAAAAAAPU\/72s9UsjEpvA\/s1600-h\/5.jpg\"><img decoding=\"async\" src=\"http:\/\/1.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9kkJZ-pI\/AAAAAAAAAPU\/72s9UsjEpvA\/s400\/5.jpg\" alt=\"\" border=\"0\" \/><\/a><br \/>\nOnce the criteria has been specified you can edit the columns to include the columns that you want displayed in this view.<\/div>\n<\/div>\n<div><a href=\"http:\/\/4.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9kEWWFaI\/AAAAAAAAAPM\/I4eDywL3cXo\/s1600-h\/6.jpg\"><img decoding=\"async\" src=\"http:\/\/4.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9kEWWFaI\/AAAAAAAAAPM\/I4eDywL3cXo\/s400\/6.jpg\" alt=\"\" border=\"0\" \/><\/a><br \/>\nStep 4: Save this view and publish the entity.<br \/>\nThe My Active Test View will now be available similar to the \u201cMy Active Accounts\u201d view.<\/div>\n<div><a href=\"http:\/\/2.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9jy3JpdI\/AAAAAAAAAPE\/iCgwPcLXlVk\/s1600-h\/7.jpg\"><img decoding=\"async\" src=\"http:\/\/2.bp.blogspot.com\/_pMlyDuF-ngc\/Sxd9jy3JpdI\/AAAAAAAAAPE\/iCgwPcLXlVk\/s400\/7.jpg\" alt=\"\" border=\"0\" \/><\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Account entity in CRM comes along with pre-defined views for My Active Accounts. However, when you create a custom entity you will notice that by default only two views are created \u201cActive\u201d and \u201cInactive\u201d. If you would like to add \u201cMy Active\u201d and \u201cMy Inactive\u201d views for custom entities, you would need to create [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48],"tags":[],"class_list":["post-11984","post","type-post","status-publish","format-standard","hentry","category-configuration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create &quot;My views&quot; for custom entities - Blog | Maplytics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/how-to-create-my-views-for-custom-entities-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create &quot;My views&quot; for custom entities - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"The Account entity in CRM comes along with pre-defined views for My Active Accounts. However, when you create a custom entity you will notice that by default only two views are created \u201cActive\u201d and \u201cInactive\u201d. 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