Change default Public View using Plug-In

One of the things I get asked a lot about is having different Views on Entities for different users. This is possible using a Plug-In. I’ve attached a sample showing how to change defaults (and hide views) depending on the user’s security role. The plug-in has to be registered for the RetreieveMultiple message on the savedquery entity to be be executed in the post stage (I have also included an export from the registration tool).

In this example I’m setting two different default views depending on whether the user is a Sales Person (My Active Contacts) or a Sales Manager (Active Contacts) and in addition, hiding a view if the user is a Sales Person.


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