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Attaching Notes in ...
 
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In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
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#AcumaticaTnT Attaching Notes in a Generic Inquiry

Acumatica Generic Inquiries & Pivot Tables
Last Post by Royce Lithgo 1 month ago
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Tim Rodman
Posts: 2969
 Tim Rodman
Admin
Topic starter
February 18, 2021 1:56 am
(@timrodman)
Member
Joined: 8 years ago

I'm going through the Acumatica 2021 R1 Release Notes.

There is a new field called Attach Notes To on the Generic Inquiries (SM208000) screen:

image

 

This allows you to control what entity the note gets attached to when you click the note icon in the Generic Inquiry:

image
John Rubidge reacted
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Royce Lithgo
Posts: 552
 Royce Lithgo
February 22, 2021 6:54 pm
(@roycelithgo)
Member
Joined: 3 years ago

Good news. Wonder if this works when you use aggregates and groups. 

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Victoria Johnson
Posts: 1
 Victoria Johnson
February 16, 2023 2:09 am
(@victoria-johnson)
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Joined: 2 years ago

This is great! ... but, when adding the GI to a dashboard widget, the notes get stripped away. ? ? That's what I need, a way to add the notes to the Data Table widget.  Any suggestions? 

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Royce Lithgo
Posts: 552
 Royce Lithgo
February 16, 2023 5:15 pm
(@roycelithgo)
Member
Joined: 3 years ago

You can add the note text as a result column on your GI and display it on the Data Table widget.

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