Visma Net
Add a system filter
- Go to the Filters (CS209010) window.
- Click .
- In the top part, specify the settings for the filter:
- In the Name field, type the name of the new filter.
The system fills the Filter ID field automatically when you save the filter. - In the Window ID field, select the window the filter should be applied to.
- In the View window, select the view for the selected window.
If the selected screen does not support reusable filters, you won't be able to create a filter. - To make the filter applied to the form by default, select the Is default check box.
- For the filter to be used for form dashboards, select the Is shortcut check box.
- In the Name field, type the name of the new filter.
- In the table, define conditions for the filter.
For more information about filter conditions, see: About creating temporary or reusable filters. - Click .
Related concepts
About shared filters