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A technical eye on Microsoft Dynamics NAV

Saved Views in Dynamics NAV 2009 SP1

in NAV 2009 by Ian Crocker


Photo credit: wheredidyoubuythat.com

One of the nice new features in Dynamics NAV 2009 SP1 is Saved Views.

A Saved View allows users to place filters on an entity and then save the resulting view for future use.

Once saved and the RTC has done a quick restart, the view is easily accessed from the Navigation Pane.

Lets go through a simple example to see how they work.

Creating the View

First create a view by specifying some filters.

In this case I want to see all customers with a balance greater than 5000.

creating-the-view

Saving the View

Now save the view by selecting Save View As from the Sorting and Filtering activity button.

view-in-navigation

saving-the-view

Opening the View

The view can be opened at any time by selecting it from the Navigation Pane.

view-in-role-center

Sweet.

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