This is what happens in the video
When you pull source documents into a warehouse shipment in Business Central, you can adjust the filters for a single run without touching your saved setup. The trick is the Show Filter Request option on the warehouse shipment header. Set the checkmark, and the filter request page pops up when you run the function, so you can see and modify the filters before they are applied.
Any change you make this way only affects that specific batch. Your original filter setup stays exactly as it was, ready for the next time you run it.
Using Show Filter Request on a warehouse shipment header
When you use the functionality on a warehouse shipment header to get source documents, you normally rely on the filters you have already set up in the filter window. Instead of running those filters directly, you can set a checkmark in the Show Filter Request field.
With that checkmark in place, the system no longer runs straight away. When you run the function, it brings up the filter request page so you can see all the filters that are currently set. For example, you might see it filtering on shipping advice complete, location code, warehouse, and similar criteria. From here you can add more filters or change the existing ones.
Adjusting filters for a single run without changing your setup
This is a way of modifying the filter for one specific batch. Say you have a filter set to Complete, but for this run you want Partial instead. You change it on the request page and run it. The lines are imported according to the adjusted filter.
The key point is that your saved filters are untouched. If you go back to your original filters afterwards, they still show Complete. The change you made on the request page did not overwrite the standard setup.
Using the request page functionality this way gives you the flexibility to change the filters for an individual run while keeping the standard setup you rely on day to day.
Q&A
What does the Show Filter Request checkmark do on a warehouse shipment header?
It tells Business Central to display the filter request page when you run the get source documents function, instead of running the filters directly. This lets you see all the filters that are set and adjust them before they are applied.
Does changing the filters on the request page affect my saved filter setup?
No. Any change you make on the request page applies only to that single run. Your original filter setup stays unchanged for the next time you use it.
Can I add extra filters when using Show Filter Request?
Yes. When the request page pops up, you can add more filters or change the existing ones, such as switching a value from Complete to Partial, for that specific batch.