Power BI Connector for Acumatica

Build 25.0.9454

Server-side Filtering for Generic Inquiries

Server-side Filtering for Generic Inquiries

By default, queries that filter on general inquiry columns will not be processed server-side. In order to enable server-side filtering for these columns, you must first explicitly set them as filter columns in the Acumatica UI.

To expose a general inquiry column as a filter:

  1. Navigate in the Acumatica UI to the sidebar and select More Items > Customization > Generic Inquiry. The configuration page for your generic inquiry appears.
  2. Click the magnifying glass icon in the Inquiry Title field. Select the generic inquiry that you have exposed as a table.
  3. Click PARAMETERS. Perform the following steps for each column for which you want to enable server-side filtering.
    1. Click + (Add Row).
    2. Ensure the checkbox in the Active column is checked.
    3. Provide a name for the parameter in the Name column.
    4. Click the dropdown in the Schema Field column. Choose the general inquiry column for which you want to enable server-side filtering.
  4. Click CONDITIONS. Perform the following steps for each column for which you want to enable server-side filtering.
    1. Click + (Add Row).
    2. Ensure the checkbox in the Active column is checked.
    3. Leave the Condition column set to Equals.
    4. Click the dropdown in the Data Field column. Choose the general inquiry column for which you want to enable server-side filtering. This should match the column chosen in the Schema Field column on the PARAMETERS tab.
    5. Click the dropdown in the Value 1 column. Choose the parameter you created earlier for this column.
  5. Click the Save icon to submit these changes.
  6. Navigate in the sidebar to Integration > Web Service Endpoints (expand the Integration page with Show More to find this, if needed).
  7. Select the endpoint in which you have exposed the general inquiry as an object.
  8. Expand the node for the general inquiry object's endpoint in the ENDPOINT tree structure, then select its child entity (Result), which you created earlier.
  9. Click the FIELDS tab. Perform the following steps for each column for which you want to enable server-side filtering.
    1. Select the Mapped Object field associated with the column, then click its magnifying glass icon.
    2. Double-click Filter to set "Filter" as the mapped object.
  10. Click the Save icon to submit these changes. Server-side filtering for these columns is now enabled.

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Build 25.0.9454