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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Filter default options
Finance | Project Operations, Human Resources, ...
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Filter default options

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Posted on by PatRas 10

Hi everyone


It seems that I have run into the same issues a few others in the community. I can filter and sort the grids to my liking and save the setup for the.


However, when I leave the grid for another module and return later, the grid have reset to standard without any filter on.

I need to go into option and ‘Advanced filtering and sorting’ to set itup again.

How do set it up, so it keeps the filter and sort settings I have made for the grid?

pastedimage1578995896006v1.png

Best regards 

Patrick Rask

I have the same question (0)
  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,032 on at

    try the new "saved views" feature from PU30 and PU31

  • Verified answer
    MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Patrick,

    As Rahul recommended, the saved view need to be enabled in feature management first, then it can be used.

    570570.png

    846220.png

    You can also use workspace to save the filtered form for previous versions.

  • Suggested answer
    PatRas Profile Picture
    PatRas 10 on at

    This is fantastic just what I was looking for.

    Thank you for the quck answer.

  • MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Patrick,

    Thanks for your confirmation, could you please kindly mark the helpful answer to close this thread?

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