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Dynamics 365 Business Central: How to set a default “Filter totals by” (FlowFilters) on lists

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Dynamics 365 Business Central

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Nov 19, 2024

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  • The article discusses setting a default "Filter totals by" (FlowFilters) on lists in Dynamics 365 Business Central.
  • To display the filter pane for a list, users can choose the drop-down arrow next to the page name and select the Show filter pane action or use the Shift+F3 shortcut.
  • The Filter totals by section on lists with calculated fields allows users to adjust dimensions that influence calculations by adding filters.
  • FlowFilters on the page design control the filters in the Filter totals by section.
  • Examples provided include setting a default filter for Location Filter on the Item List page and Date Filter on the Chart of Accounts page using test code.
  • The article also mentions methods to make filters mandatory on list pages and how to reset or clear all filters to defaults.
  • Additional resources and test videos are provided for further understanding and implementation.
  • The article concludes with a note of encouragement for readers to give the described methods a try.

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