Advanced Filters: To Create Advanced Shared Filters

In this activity, you will learn how to create advanced filters and make these filters available to other users.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are a technical specialist in your company who is working on simple customizations. An accountant of your company has asked you to add multiple filters (that is, filter tabs) for the Invoices and Memos (AR3010PL) generic inquiry form, which is the predefined generic inquiry with the AR-Invoices and Memos inquiry title and the Invoices and Memos site map title specified on the Generic Inquiry (SM208000) form. These filters should be available to all users that have access to the inquiry. The following filter tabs need to be added with the noted content:

  • My Documents: The documents owned by the user who is currently signed in to the system. When a user accesses the inquiry form, the system should open this tab by default instead of the All Records tab.
  • Open Invoices: Only invoices that have the Open status.
  • Current Quarter: Documents for the current quarter.
  • Previous Quarter: Documents for the previous quarter.

Configuration Overview

You will create the requested advanced filters using the predefined Invoices and Memos (AR3010PL) inquiry form, which has the AR-Invoices and Memos inquiry title and the Invoices and Memos site map title specified on the Generic Inquiry (SM208000) form.

Process Overview

On the Invoices and Memos (AR3010PL) generic inquiry form, you will create the requested filters by using the Filter Settings dialog box.

System Preparation

Launch the MYOB Acumatica website, and sign in to a tenant with the U100 dataset preloaded as system administrator Kimberly Gibbs. You should sign in by using the gibbs username and the 123 password.

Tip:
The gibbs user is assigned the Administrator role, which has sufficient access rights to manage the system configuration and to modify generic inquiries, advanced filters, pivot tables, and dashboards.

Step 1: Creating an Advanced Filter with a User-Relative Clause

To create an advanced filter with a user-relative clause, do the following:

  1. Open the Invoices and Memos (AR3010PL) inquiry form.
  2. On the table toolbar, click Filter Settings.
  3. In the bottom left of the Filter Settings dialog box, which opens, click New.
  4. Add a row to the table with the following settings:
    • Property: Owner
    • Condition: Equals
    • Value: @Me
  5. In the bottom left of the dialog box, click Save. In the dialog box that opens, type My Documents, and click OK.
  6. In the upper part of the Filter Settings dialog box, select the Default and Shared check boxes.

    The following screenshot shows the settings of the My Documents filter.

    Figure 1. The settings of the My Documents filter


  7. In the bottom left of the dialog box, click Save.
  8. Close the Filter Settings dialog box by clicking Apply.

    On the inquiry form, notice that the My Documents tab has been added.

Step 2: Creating an Advanced Filter with Multiple Filter Clauses

To create an advanced filter with multiple filter clauses, do the following:

  1. While you are still on the Invoices and Memos (AR3010PL) inquiry form, on the table toolbar, click Filter Settings.
  2. In the bottom left of the Filter Settings dialog box, which opens, click New.
  3. Add a row to the table with the following settings:
    • Property: Type
    • Condition: Equals
    • Value: Invoice
    • Operator: And
  4. Add another row to the table with the following settings:
    • Property: Status
    • Condition: Equals
    • Value: Open
  5. In the bottom left of the dialog box, click Save. In the dialog box that opens, type Open Invoices, and click OK.
  6. In the upper part of the dialog box, select the Shared check box.

    The following screenshot shows the settings of the Open Invoices filter.

    Figure 2. The settings of the Open Invoices filter


  7. At the bottom of the dialog box, click Save.
  8. Close the Filter Settings dialog box by clicking Apply.

    On the inquiry form, notice that the Open Invoices tab has been added.

Step 3: Creating Advanced Shared Filters with a Date-Relative Clause

To create advanced filters with a date-relative clause, do the following:

  1. While you are still on the Invoices and Memos (AR3010PL) inquiry form, on the table toolbar, click Filter Settings.
  2. In the bottom left of the Filter Settings dialog box, which opens, click New.
  3. Add a row to the table with the following settings:
    • Property: Date
    • Condition: Is Between
    • Value: @QuarterStart
    • Value2: @QuarterEnd
  4. In the bottom left of the dialog box, click Save. In the dialog box that opens, type Current Quarter, and click OK.
  5. In the upper part of the dialog box, select the Shared check box.
  6. In the bottom left of the dialog box, click Save.

    The following screenshot shows the settings of the Current Quarter filter.

    Figure 3. The settings of the Current Quarter filter


  7. Click Copy in the bottom left of the dialog box.
  8. In the dialog box that opens, type Previous Quarter, and click OK.
  9. In the only row, change the values in the columns to the following:
    • Value: @QuarterStart-1
    • Value2: @QuarterEnd-1
  10. Click Save.
  11. In the upper part of the dialog box, select the Shared check box.
  12. In the bottom left of the dialog box, click Save.
  13. Close the Filter Settings dialog box by clicking Apply.

    On the form, notice that the Current Quarter and Previous Quarter tabs have been added along with the other filter tabs that you have added in the activity, as shown in the following screenshot.

    Figure 4. The tabs with added shared filters