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

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Save Filtered List to Role Center

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Posted on by Brett F

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Is is possible to save a custom filtered list to the role center? For example, I filter the Sales Order List to only Sales Orders where Shipped not Invoiced is Yes and Save As /Shipped not Invoiced./ Is there a way to save this to the Role Center so it says /Shipped not Invoiced/ and goes straight to that filtered list? Everything I have tried only bookmarks /Sales Orders./

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Dynamics 365 Business Central

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YUN ZHU 99,364 Super User 2026 Season 1 on at

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Hi, as far as I know this needs to be customized, and the Save As View feature can only be toggled when the page is open.

You can add a button to the Role Center that applies your filtering when it opens.

More details: https://yzhums.com/5641/

Hope this helps.

Thanks.

ZHU

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