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Hi all, is the following possible through the built-in customisation engine and if so are there any examples someone can point me at?
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I have a customer who wishes to capture data that can pass about between screens. Attributes almost work. The data originates in Opportunities and carries through Project Quotes into Projects .... only ..... it doesn't (fair enough). The attributes added to the Opportunity class capture data that must be manually copy/pasted into the same attributes added to project (as "Project Attributes"), which naturally appear on Project Quotes.
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Rather than use attributes I thought I'd see how far I could get using the built-in toolset and custom fields added to the main Opportunity table. I deliberately didn't want to use code if possible, and I'd ideally like to the use the Workflow engine to handle some state transitions that in some cases capture additional pieces of data on the way through from an Opportunity into a Project Quote into a live Project (lets call the data "Handover Data").
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Soooo ... I can add my custom field (lets start with just one) easily enough to my Opportunites screen. I can see "Opportunity ID" already on the Project and Project Quote screens so was hoping to be able to find the field available through a DAC, which I know I would have to extend (using the Customisation Project editor remember). There is no data transfer requirement happening here - all I want to do is expose the fields from the Opportunity table into the Project Quote screen (on a separate tab ideally) and expose the same on the Project screen. What I need to be able to do is I guess is add more fields from the Opportunity table to the DACs used for Project Quotes and Projects. My questions are:-
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a) Is this possible without code
b) Is this possible to do with the existing Customisation Project toolset
c) Is there an example anyone can point me at that I can use to get my head properly around this
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All the other answers I've seen around this recommend I go through the T-Series training modules which is all great but require me to be a C# programmer, and my requirement seems to be more of a data mapping / data exposing exercise than anything that needs coding, but then again I have been know to be completely wrong.
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Looking forward to comments and thoughts, my very best wishes all,
Graham
Good for you for not punishing yourself with Microsoft's Java, uh, I mean C# 😉ย
Hopefully there's a better way, but since I'm still learning I'll just go with my limited knowledge. Also, I must not have those features enabled because Project Quotes doesn't show up for me. So I'm flying blind!
Sounds like you created the custom DAC, so you'll need a custom View object and I only know how to make them with code.
- Go to the quotes form, inspect it, Customize, Customize business logic controller
- That will create the appropriate extension class
- Now you'll need to add your new view in C#. I don't know your tables, maybe someone else can fill in the blanks, but you'll need something like this: publicย PXSelect<CROpportunity>.Where<CROpportunity.opportunityID.IsEqual<PROJECT_QUOTES_DAC.opportunityID.FromCurrent>.View Opportunities;
- Publish the customization project
- Go to SCREENS
- Click CUSTOMIZE EXISTING SCREEN and pick the screen for the Project Quotes
- Find the Tab in the layout tree structure and expand it
- Drag a Tab Item from the Add Controls menu and drop it where you want in tab ordering
- Drag the type of layout item you'd like to use to display the data onto your new tab
- Select the new layout item and click on the LAYOUT PROPERTIES tab on the right
- Change the DataMember to the new view we created above: Opportunities
- Click Save (I don't think you have to publish yet, but it doesn't hurt)
- Click on the ADD DATA FIELDS tab
- Find your custom DAC field you created for Opportunities
- Check the far left checkbox next to it
- Click the CREATE CONTROLS button at the top
- It should appear in the layout tree structure
- Save and Publish
That's a quick and rough guessย
Awesome! Looking forward to your guide!
Just to let you and others reading this topic know, I haven't forgotten my promise to write this up - I just haven't had the time yet to complete it ๐