How to: Define Table Filters

You can use filters to define the specific entries from your Microsoft Dynamics NAV table that will be part of the synchronization.

To define a table filter

  1. In the Search box, enter Outlook Synch. Entities, and then choose the related link.

  2. Select the entity that you want, and on the Home tab, in the Manage group, choose Edit.

  3. On the Lines FastTab, enter a supplementary table to which you want to apply a filter.

  4. In the Table Relation field, choose the AssistEdit button to open the Outlook Synch Filters window.

  5. In the Outlook Synch. Filters window, choose the Field Name field and select the field that you want to use in a filter.

  6. In the Outlook Synch. Table Fields window, select a field, and then choose the OK button.

  7. In the Type field, select CONST or FILTER.

  8. In the Value field, specify which value in the Field Name field that is to be applied. This value will be used with the field that you selected in the Type field. If CONST is selected, you can enter text constants for a standard Microsoft Dynamics NAV filter. If FILTER is selected, you can enter a filtering expression using reserved words such as <, >, OR, or AND. The expression in this field is created according to Microsoft Dynamics NAV filter syntax.

    Note

    If you open the Outlook Synch. Filter window from the Condition field of the Outlook Synch. Entity window, you cannot use the FIELD option as the filter type.

The final condition expression will be shown in the Filtering Expression field for that window and in the Condition field of the Outlook Synch. Entity window.

See Also

Tasks

How to: Set Up Outlook Synchronization Entities
How to: Specify a Master Table

Other Resources

Entering Criteria in Filters