Good day. We are using CRM 2016 On-Premise (8.2.1.342). We are in the process of creating a dashboard to show views related to a custom "Approval" entity we created.
Some of the views related to that new entity were complex enough where we had to create them by editing the customizations.xml file related to the exported solution (and then import the modified solution). Although these customized views function just fine, they are not visible in the "View Selector" list within the list editor:
This http://dynamicscrmcoe.com/custom-savedquery-view-in-dashboards-or-charts/ link and https://stackoverflow.com/questions/46327187/cant-select-view-in-dashboard link discuss this a bit. While close, their workaround does not apply to this situation. They suggested making the customized view the "Default Public View". By doing this, it would allow the customized view to display in this "View Selector" list. This does work, but unfortunately, it only works if you are only dealing with one customized view. We have several customized views, and they want them all to be available from the dashboard.
We can accomplish this goal by editing the Dashboard related XML, but this is slow, cumbersome, and mistake-prone. Plus, we have multiple dashboards -- with the need for these specially customized views to be available in each. Still, this may be the route we will need to go, but before going down this road, I wanted to throw it out to the CRM community.
Any thoughts on how we can have these customized views show up in the Dashboard "View Selector" list?
Thanks,
Kevin