Group’s Source View is not visible while creating a new Group

By | October 24, 2019

One of the best feature provided by Sage CRM is Groups, which is used for grouping a set of records of a particular entity. This functionality is available for all the standard entities of SAGE CRM i.e. Company, Person, Cases, Opportunity etc. This grouping can also be done based on a specific condition for example, if you need to create a group of Active companies only then you can achieve the same by specifying the Company status condition in the SQL view. But have you ever come across such a situation wherein a SQL view specially designed for Groups, is not visible/listed at the time of creating one?

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For creating a Group, you can either use the Standard or say System view or you can even use custom views i.e. Users view. The only condition to make it available for Groups is check the Groups View check box while creating it. However recently while creating a new group in CRM, we came across an issue wherein we couldn’t locate the custom view name that we designed for it. Below is the screenshot of the Custom view created for Company entity.

Custom view created using a reference of another SQL view
Custom view created using a reference of another SQL view

On trying to create a new group on company entity using this view, it was not visible under the Source View list. Below is the screen shot of the same.

User View name not visible under Source view list
User View name not visible under Source view list

On further investigating, we finally got to know the reason behind this. While creating a view in CRM, one must always specify the Entity name first rather than specifying a view’s name. Below is the screen shot of the same.

Custom view created using the reference of Company entity
Custom view created using the reference of Company entity

In below screen shot you can see that the the view has appeared in Source View list for creating group.

User View name visible under Source view list
User View name visible under Source view list

In this way, one can easily avoid the issues while creating SQL view for Groups in Sage CRM.

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