AX Technical Tip#3: Saved Filter Form

March 10, 2011

Microsoft Dynamics AX ERP lets users easily create a saved filter on a form that can be recalled and used multiple times. To begin, open the form that you want to filter and press Control F3 to open the Advanced Filter form. Add or modify the filter criteria. If a desired filter field isn’t available, click the add button and specify another table and field filter. Once the filter criteria is correct, click modify, select save as, give the saved filter a name and click OK.

To retrieve the saved query, press Control F3 on the form and click the drop down list box on Select Query and select the saved query. Click OK to apply.

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