Job Planning Lines looses context with saved views

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When you navigate to the job planning lines from the job card and you want to save a view, those views loose the context of the current project. As a result you get all planning lines from all projects.
I think the reason is because the filter for the project is not implemented as systemfilter.
Is there a way to have saved vies which keep the filter of the current selected project?

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Ben Baxter 6,546 Super User 2025 Season 2 on at

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Job Planning Lines looses context with saved views

If you add the Job No. to your User defined filters prior to saving, it will retain it when you pull up that saved filter set. I do not think the system filter (as it is a temporary filter when drilling in from a record) is saved.

Didn't test this, but I'm 99.9% confident it will work for you.

Best Regards,

Ben Baxter

Accent Software Inc

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Community member 8 on at

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Job Planning Lines looses context with saved views

Thank you Ben for your response.

The problem with your solution is that the saved view has than the "Project Nr." hardcoded in it. Therefore it does not work accross different projects.
I would like to use the same view accross different projects, of course showing only those records belongig to the current selected project.
I am afraid, that the planning lines are implemented without a systemfilter, and that could be the reason why it is not working as expected.

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Ben Baxter 6,546 Super User 2025 Season 2 on at

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Job Planning Lines looses context with saved views

What you are describing is a custom page action. From the Job Card click a button that shows Job Planning Lines for the specific Job and apply specific (pre-defined) filters. That would be a custom action on the Job list and/or card. The filter settings would be saved in the action when it opens the Job Planning Lines page.

I would suggest reaching out to your partner, assuming you don't have a developer on staff, and they should be able to knock that out pretty quick.

Best Regards,

Ben Baxter

Accent Software Inc

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