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Questions Modifying Generic Inquiries in Self-Serve Portal

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 6 years ago
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Kimberly Wise
Posts: 16
 Kimberly Wise
Topic starter
August 6, 2020 2:49 pm
(@kpwise)
Eminent Member
Joined: 6 years ago

Do any of you have experience with adding and/or modifying GIs in portal instances? From what I gather from the documentation and StackOverflow, it sounds like I not only need to import a customization project but also call the GI via code?

TIA

Kimberly

 


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portal generic inquiry
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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
December 14, 2020 11:51 pm
(@timrodman)
Famed Member
Joined: 11 years ago

I haven't looked at the documentation so I'm not sure if this is the "correct" way, but I just manually put the Screen ID of the Generic Inquiry (SM208000) screen in the URL and the screen came up, even though I was in the Portal. It's not on the menu that I can see, but it must be lurking behind-the-scenes:

image

 

Then I created a new Generic Inquiry and put it in the Orders Workspace which is an existing Workspace in the Portal:

image

 

And I'm now able to access the Generic Inquiry from the Orders Workspace in the Portal:

image

 

Note: I did this in Acumatica 2020 R2 (20.204.0032)


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