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Hi all,
I’m working on a small customization in D365 F&O and I’m trying to understand the best way to handle filtering on workspace summary tiles in Credit Control workspace, i need to create additional line of Tiles filtered per user
We have users assigned to a specific Customer Pool per user. In the “Balances” section everything is filtered correctly per region/pool, but the Summary tiles still show global data, instead of data only for the user’s assigned pool.
Data itself is correct it’s just that the tiles don’t seem to respect the user’s DefaultCustomerPool.
My main questions:
Do tiles support dynamic filtering based on curUserId()?
How does tile caching behave when filters depend on the logged-in user?
Is modifying the tile query at runtime the right approach, or is it better to persist PoolId on CustTable and filter physically?
Has anyone implemented something similar?
Trying to choose the cleanest and most stable approach.
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