General: - Lists & filtering
Create custom filters for quick drill-down to defined data in any list e.g. References, Contracts, Vendors etc.
Issue
Rather than the full unfiltered list, you may wish to save a custom filter called a 'View' for quick access to recurring data sets.
These are personal to you & saved in your Profile.
These are personal to you & saved in your Profile.
Resolution
See steps lower.
Steps
- Click the filter icon to expand the filter pane [1]
- Set required filters in Filter list by: [2]
- Click the 3 dots -> Save as [3]
Once done, the View will be available in any Production company you have access to.
Your Views will not be available in Test Business Central - if required you will have to recreate them in that environment.
[1]
[2]
[3]
Template v0.03, MPE, 08/11/2022
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