Filtering the document list in the Android app

Article09/12/20245 min read

When multiple warehouse employees are available, the manager may assign each employee to process the documents they typically handle. For example, some employees may pick items for specific shipping agents or customers. Each warehouse employee can filter the document list to show only the documents they want to process.

As a warehouse manager, you can assign a standard filter to employees at the start of their day. Depending on their tasks, employees can adjust the filter throughout the day, allowing them to switch between their standard list and the general list for processing.

The filter fields and processes apply to the following modules:

  • Warehouse Receipt
  • Warehouse Put-Away
  • Warehouse Bulk Put-Away
  • Direct Put-Away
  • Warehouse Pick
  • Shipment Load List
Note

For these modules, the last filter set by each WMS user is always saved.

Setup in Business Central

  1. Choose the search icon , enter Locations, and then choose the related link.
    The Locations list page opens.
  2. Select the location for which you want to set the default validations.
    The Location Card page opens.
  3. On the action bar, select Configure WMS.
    The WMS Configuration page opens.
  4. On the action bar, select Modules on Scanner.
    The Modules on Scanner list opens.
  5. Select the required module.
    The Module Settings card page opens.
  6. On the action bar, select Header Fields.
    The Header Fields list page opens.
  7. Fill in the required field that you want to display in the header. Hover over a field to read a short description.
    • When you leave the Text Format field blank, the system will use the standard format based on the field type.
    • When you enter a format (Example: <Day,2>/<Month,2>) in the Text Format field, the system uses this format to display the value based on the field type. For more information about different formats, see Formatting Values, Dates, and Time
  8. Close the Header Fields list page.
  9. On the Module Settings page, in the Document Header Format field, enter a value using the identifiers from the header field list. (Example: %2 - %1(%3))
  10. On the action bar, select Default User Filter action.
    The Default User Filter list opens.
  11. Fill in the required fields for each WMS user to set the default filter in the document list. Hover over a field to read a short description.
  12. Close the Default User Filter list page.
  13. On the Module Settings page, in the Document Filter Format field, enter a value using the identifiers from the header field list. (Example: %2 - %1(%3))
Note
  • When the Document Header Format field is empty, the standard header is displayed on line 2 of the scanner.
  • When the Document Filter Format field is empty, you cannot filter the document list.
  • As a best practice, keep the Document Header Format field identical to the Document Filter Format field. If you need to add extra fields for filtering, add them at the end of the string.

Flows on scanner, depending on setup in default user filter list

To identify filtering in a document list, use the following lead signs:

  • No lead sign: No filter is applied to the list.
  • * : The list is filtered using your most recent filter.
  • # : The list is filtered using your default filter.
  • #* : The list is filtered using both your default filter and your most recent filter.
Note

When you close a document list and reopen it, the list will be filtered using the last filter applied by the WMS user.

The following settings are available for three different flows for a WMS user, which are configured on the Default User Filter page.

  • No line for a WMS user:
    • The user can see the full list.
    • When opening the document list for the first time, the document list is unfiltered.
    • Entering a string in the input field on the scanner:
      • Filters the document list.
      • Changes the lead sign to *.
      • Opens the document immediately on the scanner if only one document matches.
      • Entering a * in the input field and closing the filter will return the list to its unfiltered state.
  • A line with Search String field value and Default Locked checkbox is cleared for a WMS user:
    • The user sees a list filtered by the search string or by their last filter.
    • When opening the document list for the first time, it is filtered by the search string, with the lead sign #.
    • Entering a string in the input field on the scanner:
      • Filters the document list according to the entered string.
      • Changes the lead sign to *.
      • Opens the document immediately on the scanner if only one document matches.
      • Entering a * in the input field and closing the filter returns the list to the search string filter, with the lead sign changing back to #.
  • A line with Search String field value and Default Locked checkbox is selected for the WMS user:
    • The user can see a filtered list and apply additional filters within it.
    • When opening the document list for the first time, it is filtered by the search string, with the lead sign #.
    • Entering a string in the input field on the scanner:
      • Applies the entered filter in addition to the existing search string.
      • Changes the lead sign to #*.
      • Opens the document immediately on the scanner if only one document matches.
      • Entering a * in the input field and closing the filter will revert the list to the search string filter, with the lead sign changing back to #.
Note

When the filter selection results in no lines, use * to clear the filter and display all items.