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

Share filtered page to other BC users

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Posted on by 13
Hello Everyone!
 
Does any one know how we can share filtered pages to other BC users?
I have a client who is going to switch to BC soon. They like BC i.e., good. However, project leader of the client concerns that there are common needs to search the data across the multiple branches. Instead of asking each member of each branch to setup their own filtered pages, , he wants us to provide filtered page per branch so that each BC user does not have to create filtered by their own branch from scratch and they can avoid discrepancies between BC users. 
 
For example, branch A has 10 BC users and branch A users want to see open sales order/open purchase order for only branch A. On the other side, branch B has 6 users, branch C has 15 users. Branch B and Branch C BC users have same needs to see open PO/SO for only branch B or Branch C.
 
Instead of asking all  BC users to setup filter SO list, PO list, relevant pages, he wants us to implement filtered SO list, PO list per branch. As we know, filter, personalisation is only for the BC user so that others cannot see it.  Without development, is there any workaround?
I have the same question (0)
  • Suggested answer
    Mohana Yadav Profile Picture
    61,165 Super User 2026 Season 1 on at
  • Suggested answer
    OussamaSabbouh Profile Picture
    10,630 Super User 2026 Season 1 on at
    Hello,
     
    You can solve this without development by using Saved Views with the “Shared” option, which lets you create pre-filtered list views (for example, Sales Orders filtered by Location Code = Branch A) and make them available to all users, so each branch can simply select their predefined view instead of creating filters themselves; this ensures consistency, saves time, and standardizes how users see branch-specific data, and it works for Sales Orders, Purchase Orders, and other list pages using standard Business Central functionality.
     
    Regards,
    Oussama Sabbouh

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