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How to rename the filter setting?

pandachan48
Jr Varsity II
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I have created the filter but how to rename the filter? 

 

Best answer by ccleary

@pandachan48 if the filter is a shared filter, you can go to the filters screen and copy, change name and create a new one. I believe “copying” to a new one is the only way to accomplish this

 

Really more of a work around, I’m not sure the name can be edited in the existing filter. The filters screen is CS209010 (search “filter” in the menu)

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ccleary
Jr Varsity I
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  • ccleary
  • Jr Varsity I
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  • August 23, 2021

@pandachan48 if the filter is a shared filter, you can go to the filters screen and copy, change name and create a new one. I believe “copying” to a new one is the only way to accomplish this

 

Really more of a work around, I’m not sure the name can be edited in the existing filter. The filters screen is CS209010 (search “filter” in the menu)

-Chris Cleary, ProServe Solutions, Acumatica MVP (2018-2020)
Chris Hackett
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  • Chris Hackett
    Chris Hackett
Naveen Boga
Captain II
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  • Naveen Boga
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  • August 23, 2021

Hi @pandachan48  I conquer with @ccleary 

There is direct “RENAME” option is NOT available. 

For the existing filters, we need to copy the existing filter then need to create a new one with the required name.

 

 

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
Chris Hackett
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  • Chris Hackett
    Chris Hackett

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