Filtering is a quick and easy way to find and work with a subset of data in a form. When you apply a filter on a form, you only see the records that meet the criteria you specify.

For example, you can filter the records in the table so that only customers from a specific customer group are displayed.

Microsoft Dynamics AX provides several commands for filtering records:

  • Filter By Selection(ALT+F3)

  • Filter By Field(CTRL+K)

  • Filter By Grid(CTRL+G)

  • Advanced Filter(CTRL+F3) for more complex criteria.

Unlike sorting, filtering does not rearrange the records. Filtering temporarily hides records you do not want displayed.

Filter By Selection

  1. Select the field that meets the criterion for the filter that you want to apply.

  2. Click Edit> Filter> Filter By Selection.

Note Note

Filter By Selectionremoves any filter applied to the table and finds all records that meet your search criteria.

Filter By Field

Filter By Fieldis very similar to Filter By Selection, except that you get the opportunity to specify the filtering criteria for the field.

  1. Select the field that you want to use as your filter.

  2. Click Edit> Filter> Filter By Field.

  3. In the Filter: Name of the fielddialog box, type your filtering criteria and press ENTER.

Note Note

Repeat step 1 through 3 to filter records further.

Filter By Grid

  1. Click Edit> Filter> Filter By Gridto open the filter line in the top of the grid.

  2. Press TAB to select the column that you want to filter by.

  3. Type your filter criteria and press the DOWN ARROW to select a filtering option.

  4. Repeat step 2 and 3 to add more criteria to your filter.

Remove Filter/Sort

To remove a filter applied to one or more columns in the form, click Edit> Remove Filter/Sortor press CTRL-SHIFT-F3.

Note Note

This option is only available on the Editmenu if a filter is applied.

Save filter As

  1. Create a filter using one of the filtering options.

  2. Click Edit> Filter> Save filter as.

  3. In the dialog box, type a name for the filter you have created.

    Note Note

    To save changes to an existing filter, click Edit> Filter> Save filter.

Apply filter

To apply a filter that you have previously saved, click Edit> Apply filterand select a filter from the list.

Note Note

The list of filters is empty if you have not saved any filters in the active form.

Delete Filter

  1. Click Edit> Delete filter, and select a filter to delete.

  2. In the Delete filterdialog box, click Yesto delete the selected filter or Noto cancel without deleting.

See Also