When user tries to save new views created with different filters, the view doesn't save the filters. Whenever the view is selected post saving, the default filters are popped. Customer wants the saved views to be saved along with the filters selected with the view.
Comments
After an end user may have edited via 'Edit Colums' or 'Edit filters' he would love to have an ability to 'save as' and save it by giving it a name so that she remembers the use-case of her view.
Afterwards she could re-find it again under 'my views'.
This way we would get rid off the old ui ADF view which is, indeed, a bit difficult to understand for end users. Also, since the proclamation of the 'new ui' back in 2020 (huh, i think it is already 2 years ago and still not finalized), the parts in the old ui grew very slow. Or I got overly 'spoiled' by the performance of the new ui. Never mind: Working with the advanced find is very time consuming, frustrating and clumsy (moving fields back and forth...). But also to emphasise that I like the performance improvements of the new ui to end with a positive point.
Category: User Experience
This can be observed specifically in, Sales and marketing>Sales orders>Open orders>Open sales order lines. After setting the filter, if the user leaves the screen and comes back the filters disappear.
Category: User Experience
This would be a very useful feature.
Category: User Experience
Administrator on 9/1/2022 4:46:04 PM
Filters can be saved to views with the large view selector (see Saved views - Finance & Operations | Dynamics 365 | Microsoft Docs for more details). Specifically with regards to the "Open sales order lines" page, filters can be saved on this form type (Task single) when the "Allow queries to be saved to views on Task Single and Task Double pages" feature is enabled. Please open new suggestions if something more is needed in this space.