Saturday, March 08, 2008

Hotkeys and Find vs Filter in Dynamics AX 2009

In Microsoft Dynamics AX 2009 a number of changes regarding Filtering in grids were introduced. I would like to talk about one of them today.

As most of you know, in AX 4.0 the Ctrl+F hotkey was replaced with Ctrl+K, which was very confusing for customers that were using AX 3.0 at the time. (see one of my previous posts with a .dll go fix that)

Well, I am happy to tell you, that Ctrl+F is now back as a regular (not Global) Find option in AX 2009. But Ctrl+K is also available. So it was decided, that having to identical commands is not really smart. So now they actually perform different actions.

Ctrl+F is Find
Ctrl+K is Filter = Filter by Field from the context menu on the grid line.

Now, you might wonder what the difference is. I will explain it on an example:

You have a grid with items of different Item Type (BOM, Item, Service) and different Item Group (Parts, Bulbs, etc.)

Scenario 1: (Notice the dialog caption is Filter)
1. Press Ctrl+K on Item Type "BOM"
2. Press OK (the value BOM is already inserted in the search field).
3. Only BOM items are shown
4. Press Ctrl+K on Item Group "Parts"
5. Press OK (the value Parts is already inserted in the search field).
6. Now only BOM items with Item Group = Parts are shown.

Scenario 2: (Notice the dialog caption is Find)
1. Press Ctrl+F on Item Type "BOM"
2. Input "BOM" and press OK (you have to input the value you are searching for every time).
3. Only BOM items are shown
4. Press Ctrl+F on Item Group "Parts"
5. Input "Parts" and press OK.
6. Now only items with Item Group = Parts are shown, including both BOM and other Item types.
So, basically, all previous filtering on the grid was removed before applying the new search criteria.

As a side note, I would also like to mention, that some changes were made to hotkeys in the Editor: Now, Editor Scripts are opened using Alt+R hotkey, instead of Alt+M, as in previous AX versions. (Alt+M was reserved for the global menu toolbar, which is one of the new features in AX 2009 as well)