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

Saved Views (feature)

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Posted on by 10

Our company is planning on using the "Saved Views" feature in dynamics to handle customizations for our user views.

We have a business requirement to display the advanced filters similar to the following where they are in an order and available differently between the published views (they should also display even if empty)

7536.pastedimage1607543924907v1.png

We also have a requirement to set default on one them based on the filter applied and is a calculation based on different criteria (what day it is for example)

Along with this they want a string field to display a dropdown of options which have been input up to that point in the filter.

Is there any documentation on any of this or is any of it even possible?

I have the same question (0)
  • Blue Wang Profile Picture
    Microsoft Employee on at

    Hi Scott,

    Here's an idea about combine saved views with advanced filter possibilities, it has been resolved : experience.dynamics.com/.../

    For more details, you can read DOC "What pages support views?" : docs.microsoft.com/.../saved-views

  • Suggested answer
    Junaid Idrees Profile Picture
    2 on at

    Hi Scott Blankenship,

    Which D365 FO Product and Platform version you are operating?

    There are some good enchanements done in "Saved View" feature, you can check the details on the link shared by Blue Wang and there are still some issues which will be fixed in upcoming releases. You can find the details on the below link:

    docs.microsoft.com/.../understanding-saved-views

  • Scott Blankenship Profile Picture
    10 on at

    Hi Junaid,

    We are currently using

    Platform release Update37 (7.0.5746.35600)

    I have been searching for a way to programmatically control the views and the advanced filters on them.

    I also searched for a way to create dropdown filters in the advanced filters

    Example.

    You have a series of comments on items

    Bad filter

    Perfect Condition

    Needs work

    Advanced filter displays a dropdown of only those listed above and user doesn't have to use a string search.

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