Shared Filters

Page ID: (AU205100)

On this page, you manage the SharedFilter items in the customization project. A SharedFilter item contains the dataset of a custom reusable shared filter created on a processing or inquiry form of MYOB Acumatica.

Tip:

You open the Shared Filters page by clicking Shared Filters in the navigation pane of the Customization Project Editor.

Page Toolbar and More Menu

The page toolbar includes standard buttons and page-specific buttons and commands. For the list of standard buttons, see Page Toolbar. The page-specific commands can be shown as buttons on the page toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Manage Filters	Opens the Filters (CS209010) form in a new browser tab.
Reload from Database	Updates the SharedFilter items in the customization project if the shared filters that correspond to these items have been modified on the Filters (CS209010) form or on the form to which the filter is applied.

Table 1. Add Shared Filter Dialog BoxThis dialog box opens when you click Add New Record on the page toolbar. The dialog box lists all the custom shared filters that exist in your instance of MYOB Acumatica. You can select multiple shared filters to add them to the customization project simultaneously.
The dialog box contains the following elements.
Element	Description
The table in this dialog box has the following columns.
Selected	A check box that you select to add the current filter to the customization project.
Name	The name of the shared filter.
User Name	The user who created the shared filter.
Screen ID	The ID of the form on which the shared filter has been created.
This dialog box has the following buttons.
OK	Adds the selected shared filters to the table on the page and closes the dialog box.
Cancel	Closes the dialog box without making any changes on the page.

Table

This table contains the list of shared filters and the basic settings of each of them. The columns of the table are described below.


Column	Description
Object Name	The name of the shared filter in the customization project.
Description	The description of the shared filter.
Last Modified By	The name of the user who last modified the shared filter in the customization project.
Last Modified On	The date when the shared filter was last modified in the customization project.