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Trying to understand Grid View filters in Method NEW

Last post 11-15-2014 7:23 AM by mahlonf. 1 replies.
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  • 11-06-2014 9:28 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Trying to understand Grid View filters in Method NEW

    We have a lot more options for filtering in Method new, but a common method I've used in classic is not working for me anymore.

    For example I have two custom fields at the top of my solution grid called solution type and for specific client.

    In method classic I could select a value from one field or both fields to locate a solutions

    In Method Classic filter looked like this...

    Solution Type contains Screen.Filter to Solution Type
    Client Name contains Screen.Filter to For Specific Client

    In Method NEW we have AND or OR conditions and I have not been able to figure out how to make this work without creating an additional view. Please let me know if I'm missing something.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 11-15-2014 7:23 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Trying to understand Grid View filters in Method NEW

    Got it figured out

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
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