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Questions Adding custom field to Appointments screen

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by alconroy 3 years ago
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Xanman
Posts: 3
 Xanman
Topic starter
July 18, 2023 8:58 pm
(@xanman)
Active Member
Joined: 3 years ago

We have a custom field called usrlocation and we want this to show up in the appointment screen under Details, but I cannot find the area to adjust this, it is currently showing up in the target equipment selector box. I would like it showing up between target equipment and description. I have been looking at the attached screen but cannot seem to find the place to add it.

image

 

image

4 Replies
alconroy
Posts: 32
 alconroy
July 19, 2023 8:30 am
(@alconroy)
Eminent Member
Joined: 5 years ago

You need to add the field in the Service Order Details Grid. See screenshot below

 

2023 07 19 14 27 39

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Xanman
Posts: 3
 Xanman
Topic starter
July 19, 2023 5:13 pm
(@xanman)
Active Member
Joined: 3 years ago

Thanks Al, that makes sense now on what form to use. We use appointments so I had assumed it would be that one.

The issue is that the custom field was created and added to the Equipment Form, and was able to be added as a selector on the Appointment Details.

However the usrLocation field is not available to select in the Service Order Details Grid. How do I allow this field to be added to the Service Order Details Grid form?

image

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alconroy
Posts: 32
 alconroy
July 21, 2023 11:05 am
(@alconroy)
Eminent Member
Joined: 5 years ago

You'd need to add a custom field for to the service order says UsrEquipLocation and then add an event handler like Row Persisted to Field Updating on the Target Equipment ID to pull the information from UsrLocation to UsrEquipLocation, what you pass through might depend on how the original UsrLocation is setup, if its a location selector you will need to do setup the new field as the same type to pull the information through 


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Tim Rodman reacted
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