Add a Filtered View to the Site Map

Question

In CRM 2011 and before, it was quite easy to put a filtered view onto the sitemap as the views were URL addressable. I've tried to do similar in 2013 but am not having any luck. In the SubArea URL I've put

main.aspx?etn=contact&pagetype=entitylist&viewid={DE953224-94B9-E311-93F0-005056A03E30}

but the UI just seems to get in a confused state. pagemode=iframe doesn't make any difference.

Any ideas? Anyone achieved this?

Answer 1

The sitemap has a particular way of setting addressable views. Unfortunately your approach is supported for everything but the sitemap (source link at bottom).

Display a View in the Application Navigation using the Site Map

When you customize the application navigation using the site map, do not use the view URL that you copied from the application using the steps in Copy the URL for a View to set as the URL. That URL displays a page that includes the ribbon and produces undesirable results if used in a <SubArea> (SiteMap) Url attribute.

To display a list of entity records within the application for a SubArea set the Entity attribute value. This displays the default view for that entity and provides the correct title and icon.

However, if you want to have a SubArea element that uses a specific initial default view, use the following Url pattern.

XML:

Url=“/_root/homepage.aspx?etn=<entity logical name >&amp;viewid=%7b<GUID value of view id>%7d”

http://msdn.microsoft.com/en-us/library/gg328483.aspx

Answer 2

My main advice would be to use a Site Map editor. There's a few out there. XrmToolbox on Codeplex for starters. Or the app from Simpler Software. That'll take care of your XML for you. I haven't tried hand cranking the Site Map for a very long time. Haven't had to.