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Open only active records and open projects by default

It would be helpful if by default only active records in EM Equipment & PR Employees and open projects in PM projects displayed without having to apply a filter each time.  

It would be more time efficient if there was a tick box (or similar) that would then show all records if needed, allowing filters to be applied from that point

  • Anne Preston
  • Oct 17 2017
  • Already exists
Vista Platform
Company Wellam Constructions Pty Ltd
Job Title / Role Working in PR, HR, EM and AP on a daily basis.
I need it... 3 months
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    • Anne Preston commented
      October 23, 2017 23:47

      Thank you Andre.  That works a treat! :) 

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    • Andre Ferreira commented
      October 23, 2017 02:11

      Since 6.14 I think, you can do this on  any form. Firstly, one user will need to use the F3 override button on "Active" checkbox. Then go to the System Overrides Tab and check "Include in Form Search".

       

      Then any user can select "Records" at the top of the screen then "Form Search" then check the "Active" then click search. From that point on wards, it will only open with those records selected.

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