Advanced Filters: To Modify an Advanced Shared Filter

In this activity, you will learn how to modify an advanced shared filter.

Story

Suppose that you are a technical specialist in your company who is working on simple customizations. A year ago, you configured a set of shared filters for the Invoices and Memos (AR3010PL) generic inquiry form. The accounting department has worked with the set of filters for some time and decided that the Open Invoices tab needs to list all open documents, regardless of their type; accordingly, its name should be Open Documents. Also, the My Documents tab is no longer needed.

Process Overview

In this activity, on the Filters (CS209010) form, you will modify the Open Invoices filter as requested and define the My Documents filter to not be shared.

System Preparation

  1. 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.
  2. Complete the Advanced Filters: To Create Advanced Shared Filters activity.

Step 1: Modifying the Advanced Shared Filter

To modify the advanced shared filter, do the following:

  1. Open the Filters (CS209010) form.
  2. In the Filter ID box, select Open Invoices.

    To locate the filter, click the selector button; in the search box of the lookup table, type its name or the screen identifier of the form the filter is applied to, which is AR3010PL (as shown in the following screenshot).

    Figure 1. Searching for an existing shared filter


  3. In the Name box, change the name of the filter to Open Documents.
  4. In the table, delete the row with the condition that filters documents by the type.
    Tip:
    Instead of deleting the row, you can deactivate the condition by clearing the check box in the Active column for the row.
  5. On the form toolbar, click Save.

    Notice that the value in the Filter ID box has been changed and now is the same as the filter name.

Step 2: Defining an Advanced Filter as Not Shared

To change the My Documents advanced filter so that it is no longer shared, do the following:

  1. In the Filter ID box of the Filters (CS209010) form, select My Documents.
  2. On the form toolbar, click Make Filter Not Shared. In the warning dialog box that appears, click Yes.

    The filter is no longer shared; also, it is no longer shown on the Filters form, because you can manage only shared filters on this form.

  3. Open the Invoices and Memos (AR3010PL) form.
  4. On the table toolbar, click Filter Settings to open the Filter Settings dialog box.
  5. In the drop-down box in the upper-left corner of the dialog box, select My Documents.
  6. Verify that the Shared check box is cleared for the filter.