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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Delete/change default ...
Small and medium business | Business Central, N...
Answered

Delete/change default filters from list

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Posted on by TMNielsen 189

Hi I have read a lot of post with similar questions, but I didn't really find any answer.

I see a lot of lists that has some kind of default filer when I open the list and I find that very annoying, because I usually need a full view not limited by filters, to find something in the list. this means that every time I open one of these list I have to spend time on deleting the filters.

For example in the Role Center we have a - I don't know what you call it - info box showing My Incomming Documents, but it is always showing zero:

pastedimage1659622390336v1.png

When I click on the box I get to the list of Incomming Documents and it is empty, to the number zero showed in the box is kind of correct and also kind of useless. I mean, I have no use of a box always showing zero.

The list of Incomming documents I see a filter called "All" and this filter limiting the lists to show only documents with status Processed=No.

pastedimage1659622678285v2.png

I have same problem with a lot of other lists and its driving me crazy - how can I delete these stupid standard/default filters?

Best regards

Thomas Madsen Nielsen

  • TMNielsen Profile Picture
    TMNielsen 189 on at
    RE: Delete/change default filters from list

    Ok, thanks to Josh Anglesea and YUN ZHU for valuable info and I also learned the new word Cues :-)

    I know I see this problem in more lists, but right now I only remember Incoming documents and that seems to be a special case of bad programming or bad naming of a cues - or both.

    By bad programming I mean if I generally open the list Incoming Documents from the main menu it should not have any hard code filters. It makes sense to have context dependent filters like when we from a customer card open the list Customer Ledger Entries, then the list  only opens the entries related to current customer card but when the list is open as a general list from the main menu, it is opened without filters. So in my opinion the Customer Ledger Entries is an example of god programming and Incoming Documents is an example of bad programming.

    By bad naming of cues I mean the Cue is named My Incomming Documents. That name suggest that there is a context filter to make the list show only Incomming Documents created by current user, but that is not the case.

    Best regards

    Thomas Madsen Nielsen

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: Delete/change default filters from list

    Hi, just adding another solution.

    You can customize a new cues in Role Center.

    More details:

    https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-designing-role-centers#content-area

    https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-cues-action-tiles#CreateTable

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: Delete/change default filters from list

    Role centre activity cues are designed to be filtered. If you want the full list page use the bookmarking feature in "Tell Me" aka search to add them to your role centre

    pastedimage1659641455077v2.png

    There are some "views" which are affiliated with specific roles and cannot be deleted, even in configuration mode:

    pastedimage1659641429485v1.png

    I understand you mean in general but some pages do have filters set in code. Again with the incoming documents page it will always open with the "Processed" field filtered to "No" due to this code in the OnOpenPage trigger:

    trigger OnOpenPage()
    begin
        IsDataExchTypeEditable := true;
        if GuiAllowed then begin
            HasCamera := Camera.IsAvailable()
        end;
        EnableReceiveFromOCR := WaitingToReceiveFromOCR;
        UpdateOCRSetupVisibility;

        FilterGroup(0);
        SetProcessedDocumentsVisibility(GetFilter(Processed) = Format(true));
    end;

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