Filter Your Favorites Menu Items
Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on
You all probably know that you can add any menu item link to your own personal favorites menu, but you don’t have to stop there. You can personalize those favorites also to automatically apply a filter so that you get just the records back that you need.
By doing this, you can create multiple favorite links to the same menu item that returns different sets of data depending on what you are working on, saving you a few extra steps.
HOW TO DO IT
Start off by opening up the form that you want to create the favorites shortcut for, and filter the form to just the records that you want to have selected.
From the Filter menu, select the Save as Filter menu item.
Then give your filter a Name and click the OK button to save the filter.
Now right-mouse-click on the parent form, and select the Add to favorites menu item.
When the Add favorite dialog box is displayed, give your new favorite link a Name, and then select the Query that you just created from the dropdown box.
When you have done that, click on the OK button to save the filtered favorite.
HOW IT WORKS
You can create multiple links to the same form, each with their own filters, so that you can quickly go to just the records that you want.
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