Visma.net ERP
Add a reusable filter
You create a reusable filter in the window where you want to use it, as described in
this topic.
For more information, see: Reusable filter settings dialog box).
- Open the window you want to add a filter to.
- Click
to open the Filter settings dialog box.
- If there is an existing filter, click New to empty the Filter settings dialog box.
- Specify the filter clauses as follows:
- Click
to add a new clause.
- Specify the property, condition, and applicable value or values
of the new clause.
For more information about filter clauses, see About creating temporary or reusable filters.
- Repeat the two previous sub steps for each clause you want to add.
- If required, add brackets and use operators to join the clauses.
- Click
- If you want to use this filter as the default filter for the current window, select the Default check box.
- If you want to share this filter with other users, select the Shared check box.
You cannot edit a shared filter in the Filter settings dialog box of the window to which the filter applies.
- If you want to save the filter for future use, do the following:
- Click Save.
- In the Enter the filter name here dialog box, which opens, type the name of the new filter.
- Click OK to close the Enter the filter name here dialog box and return to the Filter settings dialog box, where the filter name you typed is filled in.
- Click OK to close the dialog box and apply the filter.