When looking at a list of records on a dashboard, you might have the option of changing the view being presented in the list component. The option to select a different view is decided by the dashboard designer.
Getting ready
Start by going to the Dashboards section in the Dynamics CRM 2011 Workplace area.
How to do it...
Carry out the following steps in order to complete this recipe:
Select the Dashboards link from the Workplace area.
Highlight the My Activities list component. If the view being displayed can be changed, there will be a small drop-down menu icon next to the title of the view as shown in the following screenshot:
Clicking on this icon will display a list of available views to which you can switch:
Select the My Closed Activities item from the list of views , as shown in the following screenshot. This will cause the list component to switch the view and load the requested data:
There's more...
If the user changes the selected view on a list component, this will not override the default view setting. If you leave this dashboard and come back, you would be shown the default view.