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Some of my GIs automatically included icons for Attachments and Notes in the query results.
Example:
I didn't do anything in particular to make this happen - it is automatic.
Another GI of mine does not do this but I want it to. I want the notes from the Inventory Register (INRegister) table to appear in the query results. The GI is based off this table, but the Notes and Attachment columns do not show. What is it that controls whether Notes and Attachment action icons appear in query results?
I think uses the Object on the first line that you list on the RESULTS GRID tab.
In my example below, ARTran is the first line so if I view the inquiry, then click the NOTES icon and type something, it stores the note on the AR Invoice Line.
But if I move an ARInvoice line to the top and view the inquiry again, then click the NOTES icon and type something, it stores the note on the AR Invoice Header.
My query is based off INRegister and it is the first table in the results grid but notes are not showing for it. Issues, Receipts etc. are all saved in that table and notes are enterable on the relevant pages but doesn't seem like they can be viewed in Generic Inquiry.
Seems to be working ok for me. I entered a note on the Issues (IN302000) screen and it appears on my Generic Inquiry:
Here is the definition of my Generic Inquiry:
Your query works for me too. But I have other queries that use INRegister and don't show the notes or attachment columns.
I think I know why, when you add a field to the Grouping tab, it stops including the Notes and Attachments. Makes sense, but not obvious. 🙂
@roycelithgo good find! I was digging trying to figure out the same thing. You saved me a good amount of time.
Ah, yes, that would make sense.
Just as an update for this thread, there is a dropdown in the summary area of the GI where you can indicate what record that the notes column should refer to:
@ddunn I finally got around to testing this and unfortunately still no notes when Grouping is enabled. I even tried including the relevant NoteID in the group fields but Notes (& Attachment) columns are suppressed.
@ddunn @roycelithgo Just a quick update on this: I just did this in 2024R2, copied an existing GI for appointments in service, mine did not include Notes or Attachments in the UI of the GI.
When I used the suggestion by @ddun on the Attach Notes To: in the header, it worked, even though two fields exist in the Grouping tab.