Personal view filter is getting removed when refresh the same form

Finance and Operations/AX Developer Forum
1

Hi Experts,

I have crated a personal view with some filters and saved(abc) it in a form. I refreshed the form. After refreshing, when i select the same ‘abc’ view my filtered records are not showing in the form.

Please guide me to find the solution,

Thanks in advance,
Mark

2

Hi Expert @MartinDrab, Could you please guide me on this

3

The first thing I would do would be looking at the query through Advanced filter or sort. It might immediately reveal a problem.

4

Thanks for the reply @MartinDrab . I have checked the Advanced filter or Sort after selecting my Personal. ‘Advanced filter or Sort’ has the correct filter values. But Form screen it doesn’t shows same as ‘Advanced filter or Sort’

5

Could you elaborate what you mean by Form screen it doesn’t shows same as ‘Advanced filter or Sort’, please?

6

Hi @MartinDrab , What i am referring as Form is one of my form like ‘All production screen’.

When i am applying personal view(MyTestView) for that form example ‘Production - 123’, It shows the production order of 123 only in the form. Once i refreshed and selected (MyTestView) again that production 123 records filter is not applying.

(In the same time as you told, the filter was applying in Advanced filter or Sort’ correct filters prod no 123, but still filter is not working in all production screen)

7

So you’re saying that the data returned shows that the query used isn’t the query that the form claims to be using.

In that case, I would resort to debugging. There may be some hidden ranges, query not executed after changes or something.

8

Thanks @MartinDrab. I will Check this

9

Hi @MartinDrab ,

I have checked the form and its design is ‘Custom’ one thats why Saved views are not working. I have created the new form with ‘SimpleList’ and saved views are working fine.

Is that any way to make the custom design form to avail the Personal Saved view feature, because redesigning of this old form will create an issue to business.

Please let me know, How to make that Personal Saved view to work on the Custom Designed form,

Thanks,
Mark

10

Hi Experts,
Please guide me on this. I am having Custom pattern form. Here Personal Saved Views are not working

Thanks in advance,
Mark

11

I believe that saved views are supported just for form types mentioned in FormRunConfigurationPermissions.canFormStyleAllowPersonalizeQuery(), which are SimpleList, ListPage, DetailsFormTransaction and DetailsFormMaster.

1 Like
12

Hi @MartinDrab , Thanks for the reply. So, How to make that Personal Saved view to work on the Custom Designed Pattern form. It is very important for the business.

Could you please let me know if we can overcome the issue and make it work.

Thanks,
Mark

13

Do you have any Suggestion for this @MartinDrab. Could you please let me know

14

I guess you’d have to ask Microsoft to change that.