DMS Record Filters

A DMS Record Filter defines the display of the content type in the Document Box only for appropriate records that meet the filter criteria. Thereby is it possible to define different content types for sales orders and sales quotes that are both in the same Microsoft Dynamics 365 Business Central table, or a separation for different item categories.

The configuration of the SharePoint filter can be opened within the General section in the Table Setup via the Filter and Record Filter buttons.

Value Class

The options are:

  • Constant – Enter a user-defined value (constant) that will be used as a fixed filter value (such as document type). The class corresponds as SETRANGE.
  • Filter – Enter a Microsoft Dynamics 365 Business Central filter value to define ranges. The class corresponds as SETFILTER.
  • Field – Use the lookup in the Value Field field to select a field value of the current record (table setup) that will be used as the filter value.
  • Formula – Enter a date formula that is calculated before filtering the record list.
  • Lookup – Use the lookup in the Value field to select a system value from a list. The options are: User ID, Workdate, System Date, System Time, Company Code.

Value Field

Specifies the actual information based on the selection in the Value Class field:

  • Const – User-defined, fixed value
  • Field – Field number for the current table setup
  • Filter – Filter expression
  • Date Formula – Microsoft Dynamics 365 Business Central formula to calculate the date
  • System – Code of the system value

Example of a valid data set filter

Based on the description in this article, the data set filter is used to narrow down the folders to be displayed in the document box.

This is represented by a filter condition. One possible condition can be the following:

Column Example Value
Field No. 1
Field Description Document Type
Value Class Constants
Value Field 1
Value Description Order

In the standard configuration, this filter condition ensures that a folder in the document box is only displayed for records from table 38 if the record has the corresponding document type.


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