Applying a Filter

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Applying a Filter

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This section explains how filters can be applied to the Graphical Scheduler.

Definition: A filter that is added to the Graphical Scheduler will filter the data displayed in the cells of the scheduler. By default, the Graphical Scheduler comes with one pre-configured filter entry to display only operations for production orders that have a state of “Released”.

Another example of a filter would be to display specific operations only, such as operation number 10. Any other operation with a different number would therefore not be visible if this filter entry is created.

Multiple filters can be added, and all are applied to the Graphical Scheduler.

In the demonstration below, a filter will be created to only display only operations that have an operation number of 10.

How to access:

There are two ways to access “Filters”:

  1. On the main Graphical Scheduler page, by clicking the “Filters” action
  2. From the Graphical Scheduler view Card on the “Filter” field of the “Configure What Displays In This View” fast tab.

In either case, the user will be presented with the “Filter page” dialog where filters can be created and modified.

Note When the setting “Filter Mode” is set to “Filter Box”, the “Filters” are only be accessible from the “Graphical Scheduler View card”. See the “Modifying the Graphical Scheduler Settings” section in this document for more information.

How to apply a filter

  1. Navigate to the “Graphical Scheduler” page.
  2. Click on the “Filters” action.
    1. If this action is not present on the page, the filters can only be accessed via the “Graphical Scheduler View card”. See the “Modifying the Graphical Scheduler Settings” section in this knowledge base for more information.
  3. Click on “+ Filter…”
  4. Select an available field. These fields all come from the Production Order header and the Production Order routing lines.
    1. E.g.: “Operation No.”
  5. Select which value to filter on
    1. E.g.: “10”
  6. Click “OK”
  7. The results are immediately filtered; only the operations with the number 10 will be displayed.

Note

The filters apply to all Business Central users of the Graphical Scheduler and are specific to the view in question.

How to remove a filter

  1. Navigate to the “Graphical Scheduler” page.
  2. Click on the “Filters” action
    1. If this action is not present on the page, the filters can only be accessed via the “Graphical Scheduler View card”. See the “Modifying the Graphical Scheduler Settings” section in this knowledge base for more information.
  3. Click on “+ Filter…”
  4. Click on the “x” to the left of the filter entry that is to be deleted
  5. Click “OK”
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