Method:Classic Web Forms

Re: Activities List

Method_Justin — Fri, 27 Feb 2015 14:42:15 GMT

Hi Allison,

Maureen is correct. On Step 3 of the grid wizard, select the desired Filter View from the dropdown, then click New / Edit....

In the resulting pop-up, check the box for This is the default view for the grid, then click Save & Close. This should now be the default view for the grid.

Thanks Maureen!

- Justin

Re: Activities List

Maureen — Fri, 27 Feb 2015 00:05:57 GMT

Hi Allison, When you customized the list did you go into the filter named "Shared Occurances" select to edit it and then checkmark the "make this my default" box? (Note: It might just say default view or something I don't remember exactly.)

Activities List

Allison Thompson — Thu, 26 Feb 2015 22:20:40 GMT

Hello,

I customized my Activities List screen and hid the filter dropdown box. I want the "Activity Grid" to default to "Shared Occurances" but it keeps defaulting to "My active occurances on or before today" eventhough I keep changing it. Why won't it register that I'm changing it?