Filtering on list in a form

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Posted on by Community Member Microsoft Employee

Hello;

We are implementing microsoft dynamics nav with external implementors.

We have different types of employees, headquarter and branch, which are defined in employee creation.

In the employee cost allocation form (when costing the employee on different departments). We requested that if an employee belongs to the branches he can’t be costed on internal audit department, however from the drop down list it shows all departments incuding audit. We asked that the list should hide “internal audit” from the list, however they replied that if they apply filters on the list it will be applied to the dimension hence hide it from all the microsoft dynamics nav system. The answer seemed illlogical, as there should be an easy way without customization or table creation to hide values in a list based on certain criteria.

Need your help in settling this debate, thank you

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Ruben.Mejia87 166 on at

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RE: Filtering on list in a form

Well, yes but with customization. And also, using combined dimensions can be a way, without modifications on system.
Community Member Microsoft Employee on at

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RE: Filtering on list in a form

Thank you for your answer.

so if i understoor you correctly, i can force this drop down list to use multi dimensions, in a way that the combination of an employee of branch dimension equal to branch can’t be costed with gl dimension equal to “internal audit”
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Ruben.Mejia87 166 on at

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RE: Filtering on list in a form

Hi,

If you want to hide in certain circumstances some Dimension Values for the same Dimension, it must be done by a customization.

As per standard, NAV shows the List of Dimensions when selecting this values on all the system, so, when you open this list from, let's say, customers, is the same list that if you are opening it from G/L Account, or an item, or a Sales Order, etc.

However, you can give a look to the following explanation of standard functionality "Dimensions Combination", maybe can be useful, but involves a more complex configuration, but it is still standard.

https://community.dynamics.com/nav/b/qixasmicrosoftinsider/archive/2018/05/07/dimension-combinations-taking-nav-accuracy-to-another-dimension

Hope the information be useful for your quest.

Best Regards.