Save Filtered List to Role Center

(0) Share

Report

Posted on by Brett F

191

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./

Categories:

Business Central

All responses (1)

Answers (0)

Suggested answer

YUN ZHU 73,565 Super User 2024 Season 2 on at

Like (0)

Report

Save Filtered List to Role Center

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