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Questions Shared Filters not Visible to All Users - Acumatica R2

 
Everything Else
Last Post by Tim Rodman 8 years ago
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Sharon Buchanan
Posts: 3
 Sharon Buchanan
Topic starter
January 4, 2018 3:39 pm
(@sharon-buchanan)
Member
Joined: 8 years ago

In Acumatica R2, a filter was created, saved, and the shared checkbox was marked; however, the filters created are not visible to the users within my organization. It worked without failure in the previous version 6.10.1122 prior to us upgrading to R2.  All the settings and security has been checked. Any thoughts on why the filter isn't visible to others?


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Tim Rodman
Posts: 3199
 Tim Rodman
Admin
January 4, 2018 6:23 pm
(@timrodman)
Famed Member
Joined: 10 years ago

What R2 build are you on? I just tried creating a Shared Filter in 17.200.0401 and it's available to other users.


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Sharon Buchanan
 Sharon Buchanan
(@sharon-buchanan)
Joined: 8 years ago

Member
Posts: 3
January 5, 2018 9:56 am
Reply toTim RodmanTim Rodman

We are on Acumatica build 17.204.0019


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Tim Rodman
Posts: 3199
 Tim Rodman
Admin
January 5, 2018 4:53 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hmmm, I just upgraded to 17.204.0019 and tried again. It still works for me. I can share a filter under the admin user, then login as another user and see the filter.

 

Are you making sure to click the SAVE button after you check the Shared checkbox? Note that the SAVE button is disabled in my screenshot below because I already saved it, but it should be enabled for you.


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Sharon Buchanan
Posts: 3
 Sharon Buchanan
Topic starter
January 8, 2018 10:57 am
(@sharon-buchanan)
Member
Joined: 8 years ago

Hi Tim,

Thanks for your feedback. The user did not Save the Filter Settings after marking the Shared checkbox. Thanks for  all of your help. 

 

 


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Tim Rodman
Posts: 3199
 Tim Rodman
Admin
January 11, 2018 1:56 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Awesome. Glad to hear that solved the problem.


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