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Sincerely,
Tim Rodman
So, I discovered a few issues that seem to be a bit annoying, not sure if anyone encountered this or talked through this already...but here goes:
1) If you 'unselect' the "make visible on UI" box on a GI and then re-enable it, it changes the ScreenID AND removes all of the filters you created.
So you would say K2 - don't uncheck the box...well the reason I unchecked the box is due to the next issue:
2) If you have a GI with a ScreenID (in PROD) and you want to export > Import to a NEW environment (Sandbox) you have to be SUPER careful because if the ScreenID already exists in your new environment (sandbox) the XML import with that GI SCreenID (From PROD) will overwrite the existing GI. So maybe we could uncheck the 'make visible on UI' box so that it doesn't bring it across with a ScreenID... (see issue #1).
I guess the Only REAL solution is to go in and edit the XML to remove the 3 containers <Sitemap> and <muiworkspace> and <muisubcategory>....pain...
Am I missing something?!
I like the "K2 - don't uncheck the box" solution best 😀
But ya, editing the XML is the only real solution that I know of. Not the friendliest, but it works.
Another Idea is to create a screen using the table PX.SM.SiteMap
When you name it DB-ScreenID-{YourCompanyInitial}
Add a screen Id that is unique to your company eg GIXX0001 or module ARXX0001 etc
Add it to UI and then add a filter of screen id Contains GIXX
Export this new GI and then import it to all your tenants.
Note : Exporting a GI will maintain the name, screen id and the views attached to it.
You just need to make sure nothing else is using either of these key fields.
When you create a new GI manage the screen id and the Inquiry Title. Incrementing the number each time.
Make sure to also add a unique identified to the Inquiry Title -XX Where XX is your companies intials.
Going forward use this whenever anyone in your company creates a GI, Pivot Table, Report.
Screen Id's and Inquiry Names need to be unique and outside Acuamatica naming schemes.
Otherwise one day after an upgrade you may be missing a new feature, screen etc.
Matt