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1.  Quick Tip

Posted 9 days ago
​As everyone knows you cannot put a Saved View on someone else's role center unless you are a configurator or make a view global unless you are a developer.  Here is the next best thing to that.

Go into a saved view you already have or go into a list screen and set some filters.  You can even set dynamic filters such as ..Today+1D or %MyCustomers%. When you are done, go to the down arrow in upper left, Page, Copy Link to Page.

Paste the link into an email, word or excel document and send to a co-worker.

When they click on the link it will open the same page with the same filters already set.  They can then choose columns, set their own sort, set a freeze pane etc...  Then they can save the view like they normally would.

This may not seem like a big deal but it comes in super handy from time to time!

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Jason Wilder
Senior Application Developer
Stonewall Kitchen
York ME
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2.  RE: Quick Tip

Posted 9 days ago
​Awesome tip!   Thanks for sharing.

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA



NAVUG Board of Advisors, Programming
NAVUG Programming Committee
NAVUG Membership Committee
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3.  RE: Quick Tip

Posted 6 days ago
I agree, great tip! We use this method from time to time to share saved views and it makes it much easier.

One thing I have found you need to watch out for is that special date filters such as "..t" get resolved to a specific date (i.e. "..8/14/17" rather than "..t") when you Copy Link to Page so the user will need to reenter the special date filters on the saved view.

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Jonathan Kleist
NAV Administrator
Gustavo Preston
Chelmsford MA
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