Saved views:- Filter view by current user

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Posted on by Kerry Moran

Is it possible to filter any list in D365 by the current user and then publish this as a saved view to all users. For example the All Sales orders view, can we filter the 'Sales Taker' column by the current logged in user eg "User A" and then publish. So if "User B" was to log in the list would be filtered by "User B":-

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MelR 80 on at

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It cannot be mass published, if the user goes in and filters themselves you can then save that view for that user individually - it would need to be done by "user A" and then "user B" etc.

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Ramit Paul 22,799 Most Valuable Professional on at

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Hi,

I don't have system right now.

Can you try with exporting the personalization and import the same to other user?

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vinitgoyal2005 6,332 on at

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Jake M 78 on at

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Yes, you can do this! At least what I think you are trying to achieve.

Navigate to Options tab > Advanced filter or sort.

Add the Table: Worker, Field: Record-ID, Criteria: (HcmWorkerLookup::currentWorker())

You can then publish it for other users. The grid is then filtered to only show sales orders created by that user.

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Kerry Moran 40 on at

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perfect thank you. This worked and I was able to save it as a saved view and then publish it as a tile to users workspaces!

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Holger Lamberti 95 on at

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Hello Jake,

do you know if this would be possible with a method for the current user?

My use case is for Purchase Orders.

Thank you,

Holger

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GirishS 27,827 Moderator on at

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Hi Holger,

Try to use the function with close and open brackets like below.

(CurrentUserId())

Thanks,

Girish S.

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Mohit Rampal 12,565 Moderator on at

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(currentUserId()) is the correct syntax to use in Saved views.

1 people found this reply helpful.

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