What is the Web Service Endpoint for the 'Close Financial Periods' screen (AP506000)? I can't seem to find it (or anything similar) in the list of endpoints. I need to select the oldest open period from the list of periods displayed on that screen.
Also - what's the best way to determine the name of the endpoint for a given screen, other than just looking for a similar name as the screen itself in the list of endpoints?
Thanks...
For the oldest open period, I would create a generic inquiry for the PX.Objects.GL.FinPeriods.MasterFinPeriod table. You can see ClosedInAP, ClosedInAr, etc. From there, you could make a filter to show only open periods, sorted ascending. Once you have it worked out, you could expose it to odata, or even extend your web service endpoint to get the data out.
Here is an example of periods that are not closed in AP, but closed in AR (and unclosed).
Related
I've started creating a template that asks for a persons contact information on multiple pages. I've attached 2 different documents. I added all my Tabs to the first document and when I made the Tabs on the 2nd documents and wanted to connect the information view the Data Label so the person doesn't need to write the same information twice it doesn't work. If I move the tab onto the same page the original tab is on the connection appears... I move it back on the next page and it disappears again...
Does anyone know what is wrong?
Things I've tried to correct the problem:
1- copy the template, same issue
2- create a new template with different files, same issue
3- upload a template from another account that I know works, same issue
I spoke to a DocuSign support person yesterday and they were at a loss, but also at the end of their shift so they will call me back, but I thought I'd take a chance here.
Thank you for your help!
Check your Settings -> Sending Settings -> "Automatically replicate information in fields with the same data label". You want the value to be "on all documents in an envelope". Note that this affects all envelopes sent from this account and cannot be set on an individual envelope basis.
We have SharePoint Online site with list. Users can add, edit and delete own items in this list.
How I can resolve new issue - Users can't edit and delete own items older than one week (from creation date).
Is it possible without coding Remote Event Reciever or Azure function?
Per my knowledge, there is not an OOTB way to achieve it, we have to write some custom code.
If you only want to the user can't see some items in list view base on some condition, we can use list view Filter to achieve it. Note:User also access item form through URL.
I suggest you use remote event receiver or azure function to achieve this requirement.
In classic site, we can also add some JavaScript code into master page to prevent users access edit form page and hide the delete button in the page.
For this kind of requirement the solution which is 'no code' and with SP online is Power automate (previously MS Flow).
The best option in Your case would be to create a recurring flow which for example starts every day at 00:10 AM -> please see MS docs with description how to do this.
The Flow should get all items from a specific list for a specific site. You can do that with the 'Get Items' step. After that You can use the 'Apply to each' Step to check each item creation date with a 'Condition' Step. When some item will be older than one week You can use additional steps to break permission inheritance on item and remove all groups from permissions on this item or change the permissions on item from edit to read. Here I found an interesting article where are some predefined steps shown how to remove all permissions, remove and add a group. To tell You the truth I was not aware there already are this kind of steps in Power automate (maybe something new :) ) .
I would use SharePoint HTTP request and use SharePoint API to remove permissions on item and change some group role from edit to read. So I would do a similar procedure like here the only difference is not to break permission on all list but just on a specific item which I would get by ID. You can do all of those API request with a 'SharePoint HTTP request' Step
Please be aware there usually is a 5 000 unique permission levels threshold (50 000 is in on-prem) in list (place check here for latest info on limits in SP Online). So a better option would be to create a folder with view only permissions for the users before and when an item is older than one week You could only move this item to that folder also with Power Automate. That way all the files (items) in this folder would be read only and You would have only one unique item scope in this list and not as many as the old items.
Some other options You could use are:
Also code solution, but not RER and Azure function, would be to create a console app that uses CSOM to look through items in this list and either breaks permission on each item or moves to a folder (like the flow) and schedule this CSOM app on some local or remote server in Task Scheduler... Of Course You would need some local (or other) server for it which is always up and running :)
If You would like to use some 'little coding' and by any chance You are still using classic UI (not modern) You could use JSLink attached to CT or some column like Title and block editing of fields in edit forms etc (this is not the best option as always the users may create a view without a columns with this JSLink and go around this or modify the item using CSOM or Rest API)
You might consider using PowerApps (In case you have it configured in your subscription) to customize the edit form,
Then you use the validate() method, and disable a user from submitting the form in case ("Created" + 7 days) <= Today() or something like that.
I have a new Windows Application that I am adding Application Insights to. Adding a new chart gives the ability to Group on specific custom properties using a drop down. This drop down has 65 properties that AI must have added at some point. There were not specifically added.
We have a main AppInsights that takes all events. We've also created a AppInsight for development. The list of custom properties in the drop down is different between these two, even though the source code is the same.
It makes me suspect that there is some process that creates the drop down contents based on the incoming data.
The problem here is that the code has changed, and some properties are no longer available. We want to eliminate these values from the drop down, and add the new ones.
I am perfectly happy just deleting the entire list. Is there a way to do this?
The items that are available in the group by are properties that have ever been received by the back end in data you've sent, and aren't editable.
for custom properties/metrics, there's a limit on how many properties the backend will allow before it stops collecting new named custom properties. Conceptually, think of it as the backend storing an array of 200 elements for each telemetry item you sent, and mapping each custom property name to an index, and that mapping lasts forever. (i believe at the current time that limit is 200 each, but we're working on expanding that)
so if developers did things in your dev portal, even sent one item with custom property "foo", then that property will be there forever, and takes up one of those 200 slots. They can't be deleted or cleared at the moment.
Also, the contents of the group by box is also limited to events that have sent less than some threshold of distinct values, too. (I'm not sure on that exact value, but i believe it < 100 distinct values.) So fields like Id fields, or guids, etc, will eventually stop showing up as group by options, because the group by would create N distinct buckets of 1 item.
It seems like this would be something already mentioned in the App Insights UserVoice site, or documented in the azure documentation for group by but i'm not seeing it.
The only real workaround at this time is to create a new application insights resource in azure, and start submitting data to that new resource instead of your old one. And then you have to be proactive about never submitting custom properties that you're never going to use, or mixing case, as "Property1" and "property1" will be distinct properties...
If this is a big issue for you, i'd suggest submitting it to microsoft connect as a bug, or entering a uservoice suggestion above. I'll pass this on as something that really needs to be documented in the group by thing in the azure docs, too.
I am working on Notes in MS CRM 2011.
I have many roles over many entities.
I want role based security to notes for any entity records.
let me explain what i want:
Suppose i have an entity namely E1.
Role R1 and R2 has read and write access to E1.
But i want that user having role R2 can only upload and view notes for any record of entity E1.
Hope now my requirement is clear to all of you.
Please suggest me how can i achieve it using MS CRM 2011.
I can think of two ways to do this.
You can create a plugin on create/update of the annotation(note) and check if the note is related to entity E1 and check the roles of the user making the change and see if they only have the R2 role. If that is the case you can throw an InvalidPluginExecutionException with a message like 'You do not have permissions to edit/create these records'.
You can try using role based forms or JS to hide the notes area for R1 users.
You probably want to use a combination of #1 & #2. The users can still access the notes via advanced find and thus will be able to edit those notes. The plugin will prevent that fringe case as well.
*Edit
There are a couple more things that you might be able to deal with the advanced find records. You can remove the annotation entity from advanced find via the unsupported method described here.
Otherwise there is one more thing you can do if you want to prevent those results showing up at all, and you want to stay supported. You can write a plugin on Post-RetrieveMultiple of the annotation entity to strip out the results directly from the return result. There are a couple downsides to this though.
You are executing your plug-in every time the retrieve multiple is called on the entity. So this code will need to be as efficient as possible since that delay will be noticeable by the end user whenever they retrieve these records.
Things like advanced find will display odd results. For example if your paging is set to 50 records and you strip out 10, they will only see 40 records on their page and the total record count will include the records you are stripping out.
Through roles i don't know a way to do that, because you configure the access to notes generic, so applies to all entities. You have to access with Javascript navigating in DOM. Check a example:
document.getElementById("notescontrol").contentWindow.document.getElementById("NotesTable")
You can check this with the help of a develeper tool in your browser.
I'm working with SharePoint and ProjectServer 2007 via PSI.
I need to retrieve the working hours of an employee in a project during a date range but I can't find a way to do it. The closest data I've gotten is the RES_ACT_WORK from Project.ReadProject(), but this is a total value.
Any ideas?
Finally I've found the way to retrieve it!!!
Statusing.ReadStatusTimephasedData
Edit:
This method return the statusing data for the currently logged user. If the user is the project owner, it will get the data for every assigned resource. Otherwise, only the user's data will be returned.
In order to retrieve the whole of the data (every project and every resource), the [PSI impersonation][2] must be used.
But that is not possible in my case, so I am developing a [PSI extension][3] to expose the information I need and [custom permission][4] to control access to it.
[2]: http://msdn.microsoft.com/en-us/library/aa974347(office.12).aspx
[3]: http://msdn.microsoft.com/en-us/library/bb428837(office.12).aspx
[4]: http://msdn.microsoft.com/en-us/library/aa974255(v=office.12).aspx
NB: I cannot post more than one link yet :P