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When you open a list from a Role Center in Business Central, some lists arrive with predefined filter values already applied. You can work with those filters, change them temporarily, and reset them back to the system default whenever you need to. This article shows how the predefined filters behave and what happens when you edit them.
When you change a predefined filter, Business Central marks it as a Custom Filter and keeps the change active for the rest of your session. The change does not affect other users or the system default.
If you reset the filter, the list reverts to the default filter the system applied. The change also disappears on its own when you end your session and start a new one.
How predefined filters work when you open a list from the Role Center
Some lists open with filter values that are already set for you. On the Sales Order Processor Role Center, for example, you can see an activity tile for open sales orders. When you click that tile, Business Central takes you to the Sales Order List with a filter already in place.
The list also comes with views that are predefined by the system. Even if you have not chosen to show the Filter Pane, you can still see that the list is filtered, for instance on sales orders with the status Open. You can switch between the predefined filters directly from the list.
How to edit a predefined filter and create a Custom Filter
You can edit these filters yourself. With the Filter Pane shown, you can change the status from Open to Released, for example. When you do this, Business Central displays a mark indicating that you have changed the standard filter, and the view is renamed to a Custom Filter.
If you navigate away and come back, the list still filters to the status you set. The change stays with you for the duration of your work.
How long a custom filter stays active and how to reset it
Unless you reset the filter, your custom filter applies until you end the session and start a new one. The change is not permanent and does not carry over between sessions.
When you reset the filter, the list reverts to the default filter that was set by the system. This gives you a quick way to clear your own changes and return to the standard view.
Q&A
Why do some lists in Business Central open with filters already applied?
When you open a list from a Role Center, the system applies predefined filter values and views. For example, the Sales Order List opens filtered on sales orders with the status Open when you click the open sales order activity tile.
What happens when I change a predefined filter?
Business Central shows a mark indicating that you have changed the standard filter, and the view is renamed to a Custom Filter. The change stays active as you work and even if you navigate away and come back.
How long does a custom filter stay active?
A custom filter applies until you either reset it or end your session and start a new one. It is not permanent.
How do I get back to the original filter?
Reset the filter. The list then reverts to the default filter that was set by the system.