How to Create "My views" for custom entities

By | December 3, 2009

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 “Active” and “Inactive”. If you would like to add “My Active” and “My Inactive” views for custom entities, you would need to create them yourself by customizing the entity.

To create a “My Active” view in custom entity just follow the below steps:

Here we take an example of “Test” entity.

Step 1: Navigate to Settings –> Customization –> Customize Entities –> Select the entity and navigate to the Forms and Views Option


Step 2 : Enter the name of the View


Step 3 : Here you have to edit the filter criteria.

Set the following conditions
• owner Equals to Current user
• and status is equals to Active

as we are creating “My Active Test” view. You can give your Conditions according to the view


Once the criteria has been specified you can edit the columns to include the columns that you want displayed in this view.

Step 4: Save this view and publish the entity.
The My Active Test View will now be available similar to the “My Active Accounts” view.

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