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Setting Default Filter in "My Quotes - Open"

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Posted on 4 Dec 2019 22:33:39 by JuiceK95

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.

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Gulshan Shubham 2,210 on 05 Dec 2019 at 13:15:28

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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 2,210 on 05 Dec 2019 at 13:14:17

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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!