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Finance | Project Operations, Human Resources, ...
Suggested answer

Personalise default Filter Pane

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Posted on by 137

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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  • Suggested answer
    Mohit Rampal Profile Picture
    12,563 Moderator on at
    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'.

  • Suggested answer
    GirishS Profile Picture
    27,825 Moderator on at
    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.

  • aussiedsmith Profile Picture
    137 on at
    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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