How to Create a Custom Grid Filter View

In Rapid ERP, users can customize the layout and filtering of the Jobs/Dispatch and Accounting/Billing grids. These customizations can be saved as personalized views, allowing for quicker access to relevant data. This article outlines the steps using the Dispatcher grid, but the same process applies to the Billing grid.

Steps to Create a Custom Grid Filter View

1. Navigate to the Grid
   Go to the Jobs/Dispatch section.
2. Enable Filter Saving
   Right-click anywhere on the grid and ensure the “Save filters” option is checked. 

   

3. Open Custom View Manager
   Locate the Custom View field — it’s between the calendar and the “New Window” button.
   Click the drill (edit) icon to open the Custom View Manager.
4. Create a New View
   Click the green plus (+) icon.
   Enter a name for your custom grid view (e.g., “Sales Agent”) and click Save. 

   

5. Set Up Your Grid
   Now that your view is created:
   • Add, remove, or rearrange columns as needed.
   • For example, you might add a column for Sales Agent.
   • Apply a custom filter
6. Apply a Custom Filter
   • Use the filter tool to define your criteria.
     In the example, a filter is applied to show jobs assigned to two specific sales agents.
     Make sure to select “Any” when filtering by multiple values (i.e., to include results for either agent).

     

7. Save and Confirm the View

   • Open the Custom View dropdown and select a different view.
   • Then switch back to your newly created custom view.
   • This ensures your changes and filters were saved correctly. 

     

   NOTE: Once created, your custom views will be available in the dropdown, allowing quick toggling between different data perspectives.