Ess grid add new filter

You want to add a new filter to an existing Ess Grid!

Here are the steps to add a new filter to an Ess Grid:

Prerequisites:

1. You have an existing Ess Grid set up in your Dynamics 365 instance.
2. You have the necessary permissions to modify the grid.

Step-by-Step Instructions:

1. Open the Ess Grid: Go to the module where your Ess Grid is located (e.g., Sales, Marketing, etc.).
2. Click on the three dots next to the grid's title and select Edit.
3. Click on the "Filters" tab: In the grid's edit mode, click on the "Filters" tab.
4. Click on the "Add Filter" button: Click on the "Add Filter" button at the top right corner of the "Filters" tab.
5. Select the filter type: Choose the type of filter you want to add (e.g., Text, Date, Number, etc.).
6. Configure the filter: Fill in the required information for the filter, such as the field name, operator, and value.
7. Save the changes: Click Save to save the new filter.

Tips and Variations:

• You can add multiple filters to an Ess Grid by repeating steps 4-7.
• You can also use the "Filter" button in the grid's toolbar to quickly add a new filter.
• If you want to add a filter based on a specific field, you can use the "Field" dropdown list in the filter configuration.
• You can also use the "Advanced" filter option to create more complex filters using formulas and conditions.

That's it! Your new filter should now be added to the Ess Grid.