“Value is Filter” for Factboxes

I am one of those guys to have programmed NAV through text based, into forms and finally to pages.  This transformation to pages from forms is an interesting endeavor.  In this blog I am going to highlight a rather unused feature, called “Value is Filter”, which is found when connecting a FactBox to a page as seen below:

ValueAsFilter_13

Connecting a page to another page is a very useful tool, when you need to display date from many sources on one screen.  For my prototype a created a simple page that shows item ledger entries with remaining quantity for the item selected.

ValueAsFilter_02

Then I added the newly created page to the Sales Order in the FactBoxesArea section.

ValueAsFilter_023

In the properties, I connect it to the sales line repeater via the Provider ID.  This feature is very different from the Forms in older versions, where the form had to connect to parent, which in this case is Sales Header not Sales Line.

ValueAsFilter_06

I finally get into linking the Sales Line to the Item Ledger Entries, which is the base table of the new page I created.  I do this through SubPageLink.

ValueAsFilter_07

I have linked the Item No. in the Item ledger Entries to No. on the sales line.  I have also included a link to the location code.  I basically want to see all the item ledger entries with remaining quantity for that item, when I key in the sales line.

I also add a filter on Remaining Quantity to be non-zero.

ValueAsFilter_08

The result is the following

ValueAsFilter_10

If you do not select the location code, then you do not get anything in the box, since the page link is filtering on blank.

ValueAsFilter_09

Now, wouldn’t it be nice to be able to not specify the location and get a list of all locations that have remaining quantity non-zero!  This is where “Value as Filter” is useful.  It will skip the filter if it is empty.  So we set the checkbox in the SubPageLink as seen below

ValueAsFilter_11

Then when we look at the sales order without putting in the location code, we get the following

ValueAsFilter_12

Which is quite useful!

This innocent little checkbox has proven it’s worth.  I hope this was useful, and I probably broke the record on how many words you can write about a small property… maybe not.

5 Comments on ““Value is Filter” for Factboxes

  1. Pingback: “Value is Filter” for Factboxes - Microsoft Dynamics NAV Community

    • Thanks Jason for the reblog! Yes, little settings can make all the difference.

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