Creating Filtered Views in NAV 2009 RTC

Last Monday, we posted an article here about filtering effectively using wildcards and expressions. The ability to filter has been part of NAV for a very long time (if not since the very beginning) and is a very powerful feature of the user interface.

In simple terms, a filtered view is what you get upon applying one or more filters to a Form or Page. It is typically set on a field(s) in Lists, but in the Classic Client, filters can also be set on a field in a Card form.

NAV 2009 RTC enhances this feature by allowing the user to save their filtered views for future use. These saved views appear in the Home section of the Navigation Pane. If a filtered view is saved for Sales Orders, an arrow will appear next to this menu item. Clicking on the arrow will expand and show all saved filtered views (Helpful tip: You can tell if a menu item is a filtered view by the presence of a funnel icon  next to it). NAV 2009 RTC also comes with some useful predefined filtered views.

In today’s post, we will show you how to create and save your own filtered view of Sales Orders. Let’s assume you are a Sales Order processor in CRONUS USA, Inc. responsible for the RED Warehouse. Instead of seeing all the outstanding Sales Orders, you would like to see only the orders that you are responsible for. Further, you would like this view to show you just the orders for your largest customer Designstudio Gmunden (Customer No. 43687129).

 

In RTC, navigate to the Sales Orders list. If you are using the Sales Order Processor role, you can find it in the Home section of the Navigation Pane. Most users are already aware of how to set a single filter from the Filter Pane (select the desired field to filter on, and enter the filter value / range / expression). For novice users, the red arrows in the screenshot below show the Filter Pane and where a filter on a single field can be set.

Since we will be setting filters on multiple fields, the first step is to expand the Filter Pane (see the black arrows in the screenshot above). Under the Show results section of the expanded Filter Pane, you will see one line that reads “Where No. is Enter a value.”

If you click on No. (also has a downward pointing arrow next to it), NAV displays a drop-down list of fields that you can filter on – divided into Visible and All.

Clicking on Enter a value allows you to enter the filter value (where applicable, a drop-down will appear allowing you to find / choose from a list instead of typing the value).

Just below that is a line that reads “Add Filter” with a plus icon next to it. Clicking on that will allow you to set an additional filter on another field. Also, each existing filter line has an X icon in pink next to it. Clicking on it will delete that filter.

To set our desired filters, follow these steps (also shown highlighted in yellow in the screenshot above):

  1. In the first row below Show results beginning with Where, click on No. and from the drop down list, select Location Code. Click on Enter a value and type RED
  2. Click on Add Filter
  3. Click on No. and from the drop down list, select Sell-to Customer No. Click on Enter a value and type in 43687129 (this is the Customer No. for Designstudio Gmunden).
  4. NAV will display the filtered list.
  5. Click on the text Sales Orders that appears at the very top of the Filter Pane. (in the above screenshot, it is shown with a green arrow and highlighted in green)
  6. From the drop-down list, click on Save View As (below Views) and a pop-up will appear on your screen. Type in the desired Name and select which Activity Group the view will be saved to. We will save it as Designstudio Sales Order under the Home Activity Group. Click OK.
  7. The changes take effect after the RTC has been restarted, and a prompt will appear asking if you would like to restart the client now.
  8. Time to admire your work: Find the Sales Orders menu item under the Home section of the Navigation Pane and expand it. You should see Designstudio Sales Orders in the list of saved filtered views. Click on it and NAV will display your saved view (the screenshot below is an example of what you should see).

And you’re done!

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