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Ability to add sort to filters

  • December 3, 2020
  • 7 replies
  • 1011 views

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A sort function should be added to predefined filters. 

When defining filters for any grid or generic inquiry, a multi-level sort order can be predefined, thus allowing user to essentially create multiple “views” from a single grid/inquiry. 

This will also solve an issue when create complex aggregate  formulas which are not supported in the GI sort tab, and hence presorting the GI is not possible in those cases.

 

A more minimal implementation of that would be to allow the regular sorting to be saved and published to all users, just like the sizing and order of the column configuration currently is.

 

 

 

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7 replies

  • 3 replies
  • December 3, 2020

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  • Author
  • 99 replies
  • December 3, 2020

  • 3 replies
  • December 3, 2020

I think you can import into the “Filters” screen (CS209010) using an import scenario. I have not done so but I have entered filter definitions directly in the filters screen and they appear on the referenced screen.

For example:

I entered this directly in the filters screen and then it appeared on the vendors screen.

 


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  • Author
  • 99 replies
  • December 3, 2020

That would be cool! For the average user however, it would be complex to create a proper import scenario every time.

It intuitively make sense to simply be able to upload criteria on the fly.


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  • Acumatica Support Team
  • 871 replies
  • December 4, 2020

Hi @Ellie 

  • To move an individual filter across tenants, you can use ‘Export to xml’ and ‘Import from xml’ option ( similar to the option you have on Generic Inquiry/ Import scenario screens).
  • If you ‘share’ the filter, it should be visible to all users.

 

Hope this helps,

Regards,


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  • Author
  • 99 replies
  • December 7, 2020
vkumar wrote:

Hi @Ellie 

  • To move an individual filter across tenants, you can use ‘Export to xml’ and ‘Import from xml’ option ( similar to the option you have on Generic Inquiry/ Import scenario screens).
  • If you ‘share’ the filter, it should be visible to all users.

 

Hope this helps,

Regards,

This is a useful feature, but how does it solve to the original question?


TimRodman
Pro I
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  • Pro I
  • 144 replies
  • October 2, 2023

This isn’t a solution, but it looks like this information is stored in the FilterOrder column in the FilterHeader table so we’d just need a way to easily edit this info.

 

 


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