Advanced Filters: To Remove an Advanced Filter

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

Story

Suppose that you are a technical specialist in your company who is working on simple customizations. One year ago, you configured a set of shared filters for the Invoices and Memos (AR3010PL) generic inquiry form. Further suppose that the accounting department has worked with the set of shared filters for some time and realized that the Previous Quarter tab is not needed, so you have been asked to remove the filter tab.

Process Overview

For the Invoices and Memos (AR3010PL) inquiry form, you will remove the Previous Quarter filter tab by using the Filter Settings dialog box.

Alternatively, you could stop sharing the filter by clearing the Shared check box for the filter in the Filter Settings dialog box. In this case, the filter would still exist, so that if the accounting department again requested the filter, you would not need to configure it once again. You have decided against this alternate approach; the filter conditions are simple and you can configure the filter quickly, so you do not want to clutter the list of available filters.

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: Removing an Advanced Filter

To remove an advanced filter, do the following:

  1. Open the Invoices and Memos (AR3010PL) inquiry form.
  2. On the table toolbar, click Filter Settings to open the Filter Settings dialog box.
  3. In the drop-down box in the upper-left corner of the dialog box, select Previous Quarter.
  4. At the bottom of the dialog box, click Remove.
  5. In the dialog box that opens, confirm your action by clicking OK.

    The system deletes the filter.

  6. Close the Filter Settings dialog box by clicking Apply.
  7. On the form, notice that the Previous Quarter tab is no longer available.