A little while back I was asked if I would do a very quick blog on applying Flow Filters in NAV2013. If you have already attempted to do this, you would have discovered by now (as the requestor of the blog has) that doing this in the Classic Client is very different to doing this in the Role Tailored Client.
If you are still using the Classic Client in NAV 2009, you will be used to using your F7 keys to apply filters but once you move over to NAV 2013, you suddenly find that F7 now shows you Statistics on a Page and you need to use the Filter Pane to apply Field Filters.
Don’t panic! The Filter Pane is actually very user friendly and there are a couple of neat tricks to note with it.
First, navigate to your Customer List and ensure that you can see the Filter Pane on your page. If you are unsure go to Customising your page from the Drop Down Menu Arrow (directly underneath the Back and Forward buttons) and ensure that the Filter Pane is selected.
Click drop down next to filter pane to show more options for adding additional filters.
Click Add Filter to add multiple Filters to the Customer List
You will be able to select from Visible Columns – I.e. the columns you have chosen to show on your list. Alternatively you can select from All Columns – this is every single field for which there is a filter option available, regardless of whether you are showing this as a column on your list view.
Add the relevant filters that apply to you and the way that you work each day and the information you need. Please refer to the Cheat Sheet for help on applying filters. In this example I am interested in viewing only EU Customers that have a balance, where the contact name is not blank and we ship out of the Yellow and Green Warehouses.
You have now applied a Flow Filter to the Customer List, however, if we had to apply this same filter each time we opened the Customer List, we might get a little annoyed with the time it takes to keep reapplying filters each time. Don’t worry, there is no need for a developer. You can save your own filtered view.
Click on the Page Header you are Filtering (in this case Customers) and click on the Save View As option
You will now be able to give your Filtered View a unique name and even choose which Menu you would like to add it to. Adding it to the Activity Group – Home will add this to your shortcuts listed on your Navigation Pane
You will receive the following message as you are making changes to the RTC Home Page. Click OK to continue and the application will restart very quickly.
You will now see that the Filtered View has been saved to your Navigation Pane under the Customers menu option. You can add as many saved views as you like to the Customers Page for each of the Filtered Views you require.