Default Filter in Grid

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Posted on by Community Member

I have created a Filter called "Active" in "Project Quotations"

Be default when I go to Project Quotations it shows me all Quotations.

I can then select the Filter I created, however as soon as I open a record and make edits and click close on the quotation by Filter resets to show all Quotations which is annoying.

How can we get it to stay? Also is there a way to make a filter for a user the default view when they go into a grid view?

We are AX 2012 R3

Thanks

Tanya

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Tanya,

Where did you place the code for applying the filter? Probably you can also put on some additional coding in the executeQuery() and/or active() method of the form datasource.

When you save value of the filter Active you can retrieve it and apply the filter directly when a user opens the form. Have a look at the general journal form as example. When this form opens it always applies a filter on open journals.

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Community Member on at

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Hi Tanya, could you apply the default filter ?

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Community Member on at

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From what I know there is no option to apply a standard filter on listpages.

Two ideas:

- There is a parameter in the user setup (file-extras-options) which is called something like "open everything in a separate window". If this is checkmarked the quotations should open in a separate window and the filter should keep applied in the background window. Works for me on several forms.

- If not possible try to navigate back using the "back arrow" on the top. This should bring you back to prior view.

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inadir 400 on at

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Hi,

you can add All Quototations in your favorite and, go to manage your favorite , and apply the query that you already save by dafault .

after that , when you will choose All quotation from your favorite , the screen opens with the query by default

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Adriaan Van Nuffel 391 on at

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Hi, I have the same question, for the BOM Lines form in Product Information Management.

I put a filter on the "Active" field, to see only the active BOM version.

I saved this filter, so I can quickly apply it when needed, but is there any way to get the form automatically to open with this filter active? I tried Personalizing the form, but no success so far.

I'm not a programmer/developer - just a user who wants to get the most out of Ax.

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fatihgork 3,817 on at

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Hi,

Ismail's suggestion is a nice approach. We use it a lot, in our implementations.

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