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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Saved views:- Filter v...
Supply chain | Supply Chain Management, Commerce
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Saved views:- Filter view by current user

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Posted on by Kerry Moran 40

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":-

filter.JPG

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Moderator on at
    RE: Saved views:- Filter view by current user

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

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Moderator on at
    RE: Saved views:- Filter view by current user

    Hi Holger,

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

    (CurrentUserId())

    Thanks,

    Girish S.

  • Holger Lamberti Profile Picture
    Holger Lamberti 95 on at
    RE: Saved views:- Filter view by current user

    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

  • Kerry Moran Profile Picture
    Kerry Moran 40 on at
    RE: Saved views:- Filter view by current user

    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!

  • Verified answer
    Jake M Profile Picture
    Jake M 78 on at
    RE: Saved views:- Filter view by current user

    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())

    currentWorker

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

  • vinitgoyal2005 Profile Picture
    vinitgoyal2005 6,330 on at
    RE: Saved views:- Filter view by current user

    [Deleted]

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,369 Most Valuable Professional on at
    RE: Saved views:- Filter view by current user

    Hi,

    I don't have system right now.

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

  • Suggested answer
    MelR Profile Picture
    MelR 80 on at
    RE: Saved views:- Filter view by current user

    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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