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Personalise default Filter Pane

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Posted on by aussiedsmith

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Hi,

I'm trying to customise the default Filter Pane with the fields I need in there. I add the required fields, and right click on the Filter Pane and tick Lock, however it doesn't actually save it. When I exit and reopen that screen the added fields have dropped off again.

Is there a way to add fields to a filter pane and have it stay?

Many Thanks

D

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Mohit Rampal 12,565 Moderator on at

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RE: Personalise default Filter Pane

Hi, You can try 'Advanced Filter or Sort' under Options, add your fields and create a Saved View and enable 'Pin as default view'.

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GirishS 27,827 Moderator on at

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RE: Personalise default Filter Pane

Hi aussie,

Fields or filters added in the filter pane will be removed once you refresh the form. You can use "Advance filter or sort option" under options tab on the form as Mohit mentioned.

Refer to the below blogs.

https://dynamics-tips.com/how-to-use-advanced-filter-d365-finance-and-operations/#:~:text=To%20open%20the%20advanced%20filter,fields%20to%20construct%20your%20query.

https://organicax.com/2016/03/07/advanced-filter-and-sort-in-the-new-dynamics-ax/

Thanks,

Girish S.

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aussiedsmith 137 on at

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Personalise default Filter Pane

Thank you for the info and links, however it doesn't seem to be able to save the default view with those filters when opening the view. Looks like you still need to go to Options > Advanced fitler or sort then OK to apply it to the default view. I even tried saving the original view once the filters are applied and set the new view as default with no luck.

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