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How to paste value copied via Task Recorder in grid filter?

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Posted on by SL-06031523-0

Unlike normal form controls where on right-clicking them, you can see Task recorder in the context menu:
"Task recorder" context menu

The Task recorder doesn't appear in the context menu when right clicking the grid filter control. Instead, only View shortcuts appear:

Grid filter control context menu

Due to this absence of Task recorder in the context menu of grid filter control, I am unable to paste the value that I copy from task recorder.

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Dynamics 365 Finance

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SL-06031523-0 4 on at

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How to paste value copied via Task Recorder in grid filter?

@Sohaib Cheema

I'm documenting certain processes in Dynamics 365 Finance & Operations for use with RSAT. For instance, during the invoicing of a purchase order, I copy the "Invoice number" using Task Recorder. Later, when processing payment and settlement through the vendor payment journal, I expected to paste that previously copied invoice number to filter and mark the corresponding purchase invoice within the "Settle transactions" form grid.

@CA Neeraj Kumar

That filter text box icon is not available always. As an example, the "Settle transactions" form grid in vendor payment journal form:

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CA Neeraj Kumar 1,180 on at

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How to paste value copied via Task Recorder in grid filter?

Hi @SL-06031523-0,

It does not work while pasting in drop-down filter... you can use this filter option as shown below:

Regards,

Neeraj

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Sohaib Cheema 47,980 User Group Leader on at

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How to paste value copied via Task Recorder in grid filter?

What are you trying to do? doing automatic testing and wish to enter the values automatically? Having some context could be helpful

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