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Creating new task f...
 
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Questions Creating new task from GI

 
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Last Post by Tim Rodman 2 years ago
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Ryan Brown @xByte Hosting
Posts: 84
 Ryan Brown @xByte Hosting
Topic starter
June 13, 2019 3:02 pm
(@ryanxbyte)
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Joined: 5 years ago

Has anyone been able to create a new task from a GI and default the related entity?

We are just about to move to 2018r2 and start taking advantage of the sidebar.  One of the use cases we see is showing the tasks per customer.  We have the GI all set and can create new tasks, but the related entity field is empty.  

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Tim Rodman
Posts: 3192
 Tim Rodman
Admin
June 30, 2019 1:01 pm
(@timrodman)
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Joined: 10 years ago

I've done it with a Business Event and it was kind of messy (click here)

Are you trying to add a button to the sidebar that will automatically create a Task that is linked to line highlighted in the GI?

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Ryan Brown @xByte Hosting
 Ryan Brown @xByte Hosting
(@ryanxbyte)
Joined: 5 years ago

Estimable Member
Posts: 84
June 30, 2019 1:35 pm
Reply toTim RodmanTim Rodman

you are basically correct. We want to be able to create a task from a GI. The button could be on the sidebar or the main customer GI. The issue we have seen is that we haven’t found a way to pass values through the new record fields of the GI. We can default values, but they are not based on field values. Only hard coded. I tried passing something like =Customer.NoteID and that exact text was added. I was hoping to pass that to the subject and then use automation steps to put that into related entity.  We could also use custom code to set the related entity, but the problem is that we can’t pass data using the new record fields in the GI.  There may be a way, but we have not seen it. This would be a super powerful feature to be able to extend CRM.  I could see this used for Cases as well. 

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Tim Rodman
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 Tim Rodman
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July 29, 2019 10:38 pm
(@timrodman)
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Have you found a way to create ANY new records using the Side Panel feature in a Generic Inquiry? Looking at it more closely, it seems to me like Side Panel can only be used to edit existing records, not create new ones.

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Ryan Brown @xByte Hosting
Posts: 84
 Ryan Brown @xByte Hosting
Topic starter
August 1, 2019 9:50 pm
(@ryanxbyte)
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Joined: 5 years ago

Yes.  On our task GI that is the side panel, I set it as an entry screen for tasks and then select the box for "Enable New Record Creation".

Still no good way to have it auto-tag the customer.  Anyone out there taken the Activities tab of the customer and turned it into a screen that can be used as a side panel? 

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Ryan Brown @xByte Hosting
Posts: 84
 Ryan Brown @xByte Hosting
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August 12, 2019 12:51 pm
(@ryanxbyte)
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Joined: 5 years ago

Update for everyone.  We found a pretty easy solution.  I was able to grab the source code for the normal customer aspx page (AR303000.aspx).  You can find it using view source from the projects screen.  I saved it as a new page AR303005.aspx in a project.  I then went and added visible=false to any tabs/sections I didn't want to see.  Once that was created, I could add it as side panel on the customer screen.  Boom - now from the customer list screen, our sales team can quickly access activities.  They can see any existing emails/tasks/notes and quickly add new ones.

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 Brian Cowley
(@brian-cowley)
Joined: 6 years ago

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Posts: 1
August 19, 2019 3:32 pm
Reply toRyan Brown @xByte HostingRyan Brown @xByte Hosting

@ryan-brown

Can you post a screen shot of this?

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Ryan Brown @xByte Hosting
Posts: 84
 Ryan Brown @xByte Hosting
Topic starter
September 3, 2019 3:57 pm
(@ryanxbyte)
Estimable Member
Joined: 5 years ago

Sorry for the delay in responding.  August was an extremely busy month for us.  Here is the screenshot attached.

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Harsha Sarjapur
 Harsha Sarjapur
(@infosourcing)
Joined: 5 years ago

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Posts: 55
September 19, 2019 11:29 am
Reply toRyan Brown @xByte HostingRyan Brown @xByte Hosting

@ryan-brown

Nice tweak Ryan, good thinking out of the box 🙂

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Tim Rodman
Posts: 3192
 Tim Rodman
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September 29, 2019 7:09 pm
(@timrodman)
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Joined: 10 years ago

That's a beautiful thing Ryan. Thanks so much for sharing.

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Sam Stoltzfus
Posts: 1
 Sam Stoltzfus
May 22, 2023 4:42 pm
(@sam-stoltzfus)
New Member
Joined: 4 years ago

How do I add this to the sales order GI? I can't figure out what screen or GI you are using on the side panel.

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Tim Rodman reacted
Tim Rodman
 Tim Rodman
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(@timrodman)
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Posts: 3192
October 20, 2023 8:46 pm
Reply toSam StoltzfusSam Stoltzfus

@sam-stoltzfus Ryan used a Customization Project to create a new screen in Acumatica, but he didn't do anything too crazy. He copied and pasted the source code from the Customers (AR303000) screen and just marked a bunch of things as visible=false

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