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Create a custom view and make it the default view

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Posted on by Hagru

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Hello!

I would like to create a custom view to my Sales Quotes page. I fiddled around with it, and used the OnOpenPage trigger to set a filter on the page to display the Sales Quotes that are connected to the current logged in user. This is my trigger:

trigger OnOpenPage()
    begin
        User.SetRange("User Name", UserId);
        if User.FindFirst() then begin
            SalesPerson.SetRange(Name, User."Full Name");
            if SalesPerson.FindFirst() then begin
                Quotes.SetFilter("Salesperson Code", SalesPerson.Code);
                CurrPage.SetTableView(Quotes);
            end;
        end;
    end;

When I finished, I figured it would be a much better solution to create a view instead, so I went back to my pageextension and made this:

views
    {
        addlast
        {
            view(MyQuotes)
            {
                Caption = 'My Sales Quotes';
                Filters = where ("Salesperson Code" = filter (= "CURRENT LOGGED IN SALESPERSON")))
            }
        }
    }

But I can't for the life of me figure out how I can filter with a variable, or if that is even possible.

I tried creating global variables to store the current User and SalesPerson, in hopes I could use it in the view, but I struggle a bit with this one, to be honest.

Is there any way to create a view in AL that filters the Quotes with the filter I want, and is it possible to make it the default view for the page?

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gdrenteria 12,290 Most Valuable Professional on at

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Create a custom view and make it the default view

Hi

(%me or %user) Records Assigned to You

Sorting, Searching, and Filtering Lists - Business Central | Microsoft Learn

Best

GR
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Andy Wingate 320 on at

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Create a custom view and make it the default view

Hello

"So in reality there is no way to get the current logged in user, and find their SalesPerson code, and create a view for it the way I would've liked here?"

Yes you can - if you take a mix of the soluton from Yun Zuh - i.e. ask users to click a URL that will open a specific view.

AND

you set your salesperson codes to be the same as the user.name of the sellers

AND

create a filter view where you set the Salesperson Code = %user

%user% always resolves to the logged in user, so thats why you need to match up usernames and sales person codes

The only issue you might have is if you have very long usernames!

Hope this helps

Andy
Hagru 227 on at

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Create a custom view and make it the default view

So in reality there is no way to get the current logged in user, and find their SalesPerson code, and create a view for it the way I would've liked here?
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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Create a custom view and make it the default view

This can be associated with fields, but not with variables.

For default view: Dynamics 365 Business Central: How to set the default view/layout for a list page (Predefined List View)

https://yzhums.com/48123/

Hope this helps.

Thanks.

ZHU