Remove Default "Reference" Field Filter in Released Product Form

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Posted on by AV-17040500-0

Hello ,
In the standard Released Product form in D365FO, the "Reference" field always has a default filter applied, set to "is not" "Safety stock."

I want to remove the default filter applied to Reference field so that it is not automatically restricted, but I do not want to affect the standard filters applied to other fields.

Does anyone have experience with this? Any guidance on how to achieve this through customization or configuration would be greatly appreciated!

Thanks in advance.

CC: @Martin Dráb @André Arnaud de Calavon

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Dynamics 365 Project Operations

Dynamics 365 Finance

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Raj Borad 1,560 on at

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Hi @AV-17040500-0,

Personalization of the page may helps to remove this filter "only for the Reference field" without affecting others:

1. Go to "Options > Personalize this page".
2. Click "Reset" or "Clear Filters" only on the grid or field level — do 'not' reset the full form.
3. Alternatively, go to "Saved Views" (top of the form), create a new view, clear the filter from the "Reference" field, and save the view.

This allows the form to open without the filter applied, while preserving other default filters and configurations. Let me know if you'd prefer an extension-based solution.

Thanks.

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AV-17040500-0 77 on at

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Hello @Raj Borad,

Thanks for the suggestion.

However, this seems to be a temporary and user-specific solution. My requirement is to deploy this change to the production environment as well, so I’m looking for a permanent solution to remove the filter.

I already tried the approach of clearing the filter, saving it as a new view, publishing it, and pinning it with the System Administrator role. But when a user with the System Administrator role opens the form, it still defaults to the custom view, yet the filter remains—it isn’t cleared as expected.

Let me know if there’s a way to permanently remove the filter through an extension or another approach.

Thanks

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Saalim Ansari 689 on at

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Hi @AV-17040500-0,

You can remove the default filter on the Reference field (RefType) in the Released Products form by overriding the executeQuery() method of the relevant form data source and clearing only that specific range.

public void executeQuery() { QueryBuildDataSource qbds = this.queryBuildDataSource(); qbds.clearRange(fieldNum(ReqTrans, RefType)); next executeQuery(); }

Hope this helps

Saalim

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AV-17040500-0 77 on at

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Thanks @Saalim Ansari,

Your suggested solution worked for me.

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