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Customizing Acumatica Without Coding – Summit 2018

January 29, 2018 by Tim Rodman

Run by one of Acumatica’s most veteran developers, Ruslan, this session showed some cool things you can configure without coding. But Ruslan couldn’t resist still writing some code towards the end.

Next session is Customizing Acumatica without Coding #AcumaticaSummit pic.twitter.com/66WgqXrwT2

— Tim Rodman (@TimRodman) January 29, 2018

What we'll do in this session #AcumaticaSummit pic.twitter.com/ILGVKA4ohd

— Tim Rodman (@TimRodman) January 29, 2018

Best safety practices for customizing #AcumaticaSummit pic.twitter.com/qrwWWHsbfV

— Tim Rodman (@TimRodman) January 29, 2018

General building blocks that you touch in a customization. Business Logic Controller never talks to Database directly. Talks instead through Data Access Classes #AcumaticaSummit pic.twitter.com/KXUCiuNSf4

— Tim Rodman (@TimRodman) January 29, 2018

I love Inspect Element too https://t.co/4gjOS1ZVLv #AcumaticaSummit pic.twitter.com/zj4MiQuXZ4

— Tim Rodman (@TimRodman) January 29, 2018

We're going to add these two fields #AcumaticaSummit pic.twitter.com/ygssCnQo5w

— Tim Rodman (@TimRodman) January 29, 2018

First need to create a Customization Project #AcumaticaSummit pic.twitter.com/bPlyDTYj2g

— Tim Rodman (@TimRodman) January 29, 2018

Our first custom field #AcumaticaSummit pic.twitter.com/ZMCQ7O2Eaw

— Tim Rodman (@TimRodman) January 29, 2018

Our second custom field #AcumaticaSummit pic.twitter.com/mDAuPXoPUY

— Tim Rodman (@TimRodman) January 29, 2018

Need to publish the customization project before you can add the fields to the screen #AcumaticaSummit pic.twitter.com/po7EelbdRe

— Tim Rodman (@TimRodman) January 29, 2018

This is the code needed to make the field a drop-down field. Do this code before the first publish. #AcumaticaSummit pic.twitter.com/WiuPIfqXe3

— Tim Rodman (@TimRodman) January 29, 2018

Now our Customization Project has been published #AcumaticaSummit pic.twitter.com/MgBX9C5Mkm

— Tim Rodman (@TimRodman) January 29, 2018

Now we can add fields. First create a section for them to land in #AcumaticaSummit pic.twitter.com/wrQzdGhGOT

— Tim Rodman (@TimRodman) January 29, 2018

Then we add our first field, modifying three attributes: TextMode, Size, and Height #AcumaticaSummit pic.twitter.com/bArnuSE97j

— Tim Rodman (@TimRodman) January 29, 2018

Now we add a label, modifying Height and ID #AcumaticaSummit pic.twitter.com/0lqtSDR3rM

— Tim Rodman (@TimRodman) January 29, 2018

Then paste the ID into the LabelID field on the Comments field #AcumaticaSummit pic.twitter.com/lX0SXOnwBN

— Tim Rodman (@TimRodman) January 29, 2018

First you can preview the changes before you publish. Looks good. #AcumaticaSummit pic.twitter.com/4cAot0nOLn

— Tim Rodman (@TimRodman) January 29, 2018

After publishing the Customization Project, the fields are available on the screen, with first field being a drop-down and the second field being a multi-line field #AcumaticaSummit pic.twitter.com/otzTtyS62z

— Tim Rodman (@TimRodman) January 29, 2018

Next we'll modify labels on a screen using the language translation functionality. You don't have to translate to another language. You can just use this feature to relabel things. We'll relabel fields from this… #AcumaticaSummit pic.twitter.com/zVZnAh1wOP

— Tim Rodman (@TimRodman) January 29, 2018

… to this #AcumaticaSummit pic.twitter.com/Aruk3AbSSy

— Tim Rodman (@TimRodman) January 29, 2018

You can use the Translation Dictionaries screen to do the relabeling #AcumaticaSummit pic.twitter.com/uFbhdbjHAl

— Tim Rodman (@TimRodman) January 29, 2018

The field relabeling also appears in the Mobile App because it's not a separate application, but runs on the same Acumatica Framework code #AcumaticaSummit pic.twitter.com/Ea2cxKmlHb

— Tim Rodman (@TimRodman) January 29, 2018

Now we can make one of our fields a required field #AcumaticaSummit pic.twitter.com/o4tQ6wnegG

— Tim Rodman (@TimRodman) January 29, 2018

Make sure to override the code on the screen level, not the Data Access Class, especially when you are touching Business Accounts (Customers, Vendors, Customers, etc.) #AcumaticaSummit pic.twitter.com/E0wGDDwjt6

— Tim Rodman (@TimRodman) January 29, 2018

The code to make the field required #AcumaticaSummit pic.twitter.com/Zn4JTQGZ2t

— Tim Rodman (@TimRodman) January 29, 2018

Adding fields to a selector lookup magnifying glass #AcumaticaSummit pic.twitter.com/uAwU30rxSx

— Tim Rodman (@TimRodman) January 29, 2018

You can also customize the look/feel theme of Acumatica #AcumaticaSummit pic.twitter.com/aPcSu0XkFJ

— Tim Rodman (@TimRodman) January 29, 2018

Create a new folder in App_Themes and modify the 00_Controls.css file #AcumaticaSummit pic.twitter.com/9FVIIA9vTY

— Tim Rodman (@TimRodman) January 29, 2018

In 2017R2 you also have to add a CSS file to the Content folder because of the new UI #AcumaticaSummit pic.twitter.com/z7UAZdXEeH

— Tim Rodman (@TimRodman) January 29, 2018

Then choose the new Interface Theme in the Site Preferences screen #AcumaticaSummit pic.twitter.com/P5JI2toxKw

— Tim Rodman (@TimRodman) January 29, 2018

And watch the colors update. Change the upper left-hand corner logo by using the Logo tab on the Branches screen #AcumaticaSummit pic.twitter.com/06jwY3sO0D

— Tim Rodman (@TimRodman) January 29, 2018

To change the logos on the login screen, create an "Icons – New" folder and put your images there #AcumaticaSummit pic.twitter.com/12P7nsc5oh

— Tim Rodman (@TimRodman) January 29, 2018

You can deploy to a SaaS environment without needing access to the file system by using a Customization Project, but you need to remove the "- new" in the code and add SystemFile="True" if you want to be safe #AcumaticaSummit pic.twitter.com/doFcR2A6ME

— Tim Rodman (@TimRodman) January 29, 2018

Make sure you do these things before deploying your Customization Project to Production #AcumaticaSummit pic.twitter.com/zcdKosCYkm

— Tim Rodman (@TimRodman) January 29, 2018

You can now add Dashboards to a Customization Project which makes it possible to build dashboards and deploy them to customers #AcumaticaSummit pic.twitter.com/TvSyJBCxkA

— Tim Rodman (@TimRodman) January 29, 2018

A word about applying Customization Projects to a multi company environment. The most important thing is to store your Customization Projects in only ONE company or else you will get a BIG headache #AcumaticaSummit pic.twitter.com/ueLAgQGe2w

— Tim Rodman (@TimRodman) January 29, 2018

Thanks Ruslan for a great session on customizing without coding #AcumaticaSummit pic.twitter.com/mvYRBY7Ywh

— Tim Rodman (@TimRodman) January 29, 2018

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Summit 2018, Acumatica Training

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