To increase user adoption, it's key for users to understand how to access to information relevant to them. Being able to filter the presented information is therefore crucial for success.
There are a few filter options for the standard Dynamics form and views:
Standard filter
Matches filter operator
Advanced filter
Standard filter
Users can update the filter via the header of the column or via the filter menu on the left. The filter menu is ideal to review or update the existing filter. User can use the 'is one of' filter option to quickly filter the record list based on multiple values.
This filter option can also be updated by copying a Excel range.
Matches filter operator
The filter matches filter operator has the same capabilities as described in the advanced filter section below. This filter option can be used for complex or dynamics filter scenario's.
Advanced filter
The advanced filter functionality is a powerful feature for every user but will most likely be used by a frequent user.
The advanced filter can be launched via Options - advanced filter or sort, or via the shortcut Ctrl+F3. When launched the following options will be available.
The criteria section per field and table behave the same as the Matches operator.
You can use static filter such as:
*value ends with
*value* contain
!value is not
value, value, .. one of
or ranges such as:
value..value in between
>value greater than
Date ranges:
(Day(1)) tomorrow
(MonthRange(-6,-3) date between past 3 to 6 months
(GreaterThanDate(30)) greater than 30 days from now
(LessThanYear(1)) less than a year from now
More filter options can be found here:
Using the advanced filter you can also extend your query by adding additional tables. You can filter voucher transactions form by dimensions; by adding the table General journal account entry - Field financial dimensions.
If the source Table is not available you can try Joins to add any additional tables as source to your query.
Now the supplier table can be added as criteria.
That's it for now..
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