Default a filter on a list

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Posted on by AlisonW

I have a list of customers that I only want to see where I am the sales person.

So I create a filter but I want to make that filter the default filter when I come into the Customer List page.

I have tried personalisation with the filter selected when I say Done, I have also tried setting up a Role Filter on the customise page layout in Profiles. All other changes save but the filter always returns to the default 'ALL' filter when I go to the list.

Is there a way to get my custom filter to be the default one, either for me or the Profile (role) I am in.

Many thanks

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AlisonW 25 on at

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RE: Default a filter on a list

Thanks for the link, it does seem to imply it can be done, although it's not supported :-(
Mostafa Hasanain 20 on at

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RE: Default a filter on a list

I have the same case and suffered finding a way.

It should be through the record-level security, but even if I applied what is in MS Docs, you have no result.

https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters
AndyEnhanced 35 on at

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RE: Default a filter on a list

Thank you, I have tried that but it returns to the system 'ALL' filter when I go back into the window.
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Suresh Kulla 44,614 on at

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RE: Default a filter on a list

Check this video

www.youtube.com/watch
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JAngle 63 on at

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RE: Default a filter on a list

Have a look at this: docs.microsoft.com/.../ui-views

You will then have a view saved and I believe it remembers the last one you had set so no need to move back to the default.

If this doesn’t work out for you then you could try getting a page customisation.