Tip #1298: Quickest way to filter views and forms in an app

Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too!

I spotted this one when doing some work earlier in the week. 

If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site Map to your solution and then create a new model driven app from within the solution. It will automatically filter down the views and forms to what has been included in the solution file and add the sitemap.

Any entities not included in the solution will have all forms/views added automatically. From there you just need to edit your sitemap, if required, and check to make sure you’ve included your quick create/advanced find views on the included entities but you have a customised model driven app without the need to pick 5 views from a list of 20.

Cover photo by Sharon McCutcheon from Pexels

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