Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Setting Default Filter in "My Quotes - Open"

Posted on by 5

We just switched computers and have since had some slight changes to our settings on NAV. How do I set a default filter when looking at my open quotes, completed jobs, etc.? Right now it is sorting by No. and I have to manually click ascending or descending order on the "Completed date/time" or whatever else I want the default to be and most commonly like to see things arranged by.

  • Suggested answer
    Gulshan Shubham Profile Picture
    Gulshan Shubham 2,200 on at
    RE: Setting Default Filter in "My Quotes - Open"

    Cannot be done from RTC. But, if you do the same from development environment as mentioned below:

    Edit the page 29 in the development environment and then go to the empty line of the page and then click on properties. In the property window you can see a field called "SourceTableView"

    In the right side of the SourceTableView click on the drildown icon and it will open a small window which will allow you to select the keys for the page. In that select your key and then set the ascending or descending order as you want. Then compile the page and save it.

    Hope it helps!

  • Suggested answer
    Gulshan Shubham Profile Picture
    Gulshan Shubham 2,200 on at
    RE: Setting Default Filter in "My Quotes - Open"

    Cannot be done from RTC. But, if you do the same from development environment as mentioned below:

    Edit the page 29 in the development environment and then go to the empty line of the page and then click on properties. In the property window you can see a field called "SourceTableView"

    In the right side of the SourceTableView click on the drildown icon and it will open a small window which will allow you to select the keys for the page. In that select your key and then set the ascending or descending order as you want. Then compile the page and save it.

    Hope it helps!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans