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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Personalization view w...
Finance | Project Operations, Human Resources, ...
Answered

Personalization view with filtering and sorting

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Posted on by J_Lee 848
Please advise how to do the personalization view with
 
- filtering by specified status = 'approved'
- sorting by date 
Categories:
Dynamics 365 Finance
  • Suggested answer
    Nisarg Jani Profile Picture
    Nisarg Jani 180 on at
    Personalization view with filtering and sorting
    Hi,
     
    To add certain Filters to the Form as preferred, you can utilize existing View Feature. It is unclear that you need to add the filter for all users or certain user.
     
    To add your first filter and range like (filtering by specified status = 'approved' and sorting by date) then you can save the view as the custom view and pin as default view for all legal entity for the user.
     
     
     
     
    Regards,
    Nisarg Jani
  • Suggested answer
    Adis Profile Picture
    Adis 3,572 Super User 2025 Season 1 on at
    Personalization view with filtering and sorting
    Hi,
     
    I am afraid you cant do this. The filter Status  (Stopped) is being applied whenever you open the form. You would need to modify the form through x++ code.
    Same holds for date, however, the date is sorted by the newest first, what makes sense in my opinion. 
     
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

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  • J_Lee Profile Picture
    J_Lee 848 on at
    Personalization view with filtering and sorting
    thank Adis,
     
    may i know the workflow history is allowable for sorting and filtering?
  • Verified answer
    Adis Profile Picture
    Adis 3,572 Super User 2025 Season 1 on at
    Personalization view with filtering and sorting
    Hi,
     
    This is different from form to form. You can filter, sort, save and publish the view. However, this works on some forms and on some forms not. 
     
    This is dependent on the framework of the form. There isnt much you can do without development.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

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