Can you filter the start date column in Time-off requests?

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Posted on by Henry G Smith

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Hi community,

Is it possible to filter the start date column in time off requests.

Currently, if our payroll wants to view a particular month that people will be away there is no way to filter this on the start date column. Is this possible?

I know I can open up the leave request v2 document and filter the year and month, but surely there is an easier and more user friendly way to do this?

Thank you

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GirishS 27,827 Moderator on at

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RE: Can you filter the start date column in Time-off requests?

Hi HSDynamics,

Check whether you can make use of "Advance filter and sorting option" on the form.

Please go through the below link for "Advance filter and sorting option".

https://dynamics-tips.com/how-to-use-advanced-filter-d365-finance-and-operations/

Thanks,

Girish S.

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Henry G Smith 281 on at

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RE: Can you filter the start date column in Time-off requests?

Hi GirishS ,

Thank you for you swift reply.

I just checked the time off page and there seems to be no advanced filtering section under page options.

There is a filter section on the left - but no option for start date.

Would you have any other suggestions?

Thank you

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GirishS 27,827 Moderator on at

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RE: Can you filter the start date column in Time-off requests?

On that filter screen - You can click on Add button - After that form will display all the available fields.

See your start date field is showing or not. Also this filter will clear up after refreshing the url.

Thanks,

Girish S.

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Henry G Smith 281 on at

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RE: Can you filter the start date column in Time-off requests?

Hi GirishS ,

I clicked add button - and there was no start filed available.

Is it possible to add this in?

Thank you

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GirishS 27,827 Moderator on at

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RE: Can you filter the start date column in Time-off requests?

Can you confirm that start date is a table level field or a display method?

Thanks,

Girish S.

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Henry G Smith 281 on at

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RE: Can you filter the start date column in Time-off requests?

Hi GirishS ,

Apologies, if I am missing something. What do you mean by table level field/ display method?

When I click filter and add - this is what is shown:

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GirishS 27,827 Moderator on at

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RE: Can you filter the start date column in Time-off requests?

Right click on the start date form control - Form information - Click on Form name: - Now you will be able to see the new dialog form opened - On the Administration tab - Check the Data field text box value.

Thanks,

Girish S.

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Henry G Smith 281 on at

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RE: Can you filter the start date column in Time-off requests?

Hi GirishS ,

The data filed seems to be empty:

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GirishS 27,827 Moderator on at

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RE: Can you filter the start date column in Time-off requests?

Then its display method - If its display method then you will not be able to filter that field.

If you need filter means then you need to change that to table level fields.

Thanks,

Girish S.

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Henry G Smith 281 on at

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RE: Can you filter the start date column in Time-off requests?

Hi GirishS ,

how would I be able to chance that to a table level field so that I can filter on that page?

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