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).
Questions Filter by Notes
I have a GI of SOs. Is there a way to filter the results so that only the SOs with Notes will show up?
I've not tried that, but if you add a condition where the note field "is not null" you should get your desired result. Just slap it into the Conditions tab.
If that doesn't work, take the length of the note field and make the statement that Len(NoteField) > 1 in your conditions.
I just tried this and it was a little trickier than I was thinking it would be. I was thinking that Is Not Null would work like @michael-hansen suggested, but it didn't.
This is what I had to do...
Add PX.Data.Note to the TABLES tab like this:
Add a join to the RELATIONS tab. Here is where I tried an Inner join thinking that it would eliminate the Orders without any notes, but it didn't:
Add a condition to the CONDITIONS tab. Here I tried Is Not Null, but that didn't work. I had to use Does Not Equal, then set Value 1 to an empty string like this:
You can display the text of the note using Note.NoteText on the RESULTS GRID tab this field:
The finished product looks like this where you can edit a note by clicking the yellow note icon:
But the important takeaway for me is that it appears that every Sales Order gets an entry in PX.Data.Note regardless of whether or not a note actually exists yet or not. I guess this makes sense because if you later add a note, it's easier for the system to update an existing record rather than having to check if the record exists and insert it if it does not.
Thanks a lot for the detailed explanations as usual.
You're welcome. Glad you found it useful.
Awesome Akemi! Thanks for taking the time to leave a comment.