How to add an Pivot table to the customization, Shared filter and GI can be added but How to add a Pivot table definition as part of customization to avoid rework of creating pivot table again and again with each installation.
If I understand correctly, the pivot table will come along with the generic inquiry that is associated with it (Click "View inquiry"). Add that generic inquiry under the "Generic inquiries" section of the customization project
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I have a table called order which have columns called Region and OrderNumber. My client want region as slicer in page and OrderNumber as a page level filter. I have a grid visuals which displays details of orders. Grid includes OrderNumber column as well. So a sales person click on region in slicer and trying to go to select orderNumber in page level filter, OrderNumber is filtering data based on slicer. Is it something that slicers do not interact with page level filter. If yes, help me in providing workaround to make slicer interact with page level filters.
In your case the easy way to have another slicer, which contains the OrderNumber so that when Region selected you'r second slicer would be filtered:
You can also, manage interactive filters upon your requirement as mentioned in screenshots:
I have created a custom field in Contract table. And now I want to use that field in the Report ar641000.rpx. But, when I go to Contract table, I don't see the custom field.
To see table changes (Acumatica versions or customization) you need to refresh the schema in your report. The report loads the table schema so it just needs refreshed.
Is there a way in Acumatica report designer to union two tables? I find that you have to link table to use them in reports. For example can you get data based on a date range from AP Invoice and AR Invoice without having a third table to link them together?
Thanks
A DAC created over a SQL VIEW with UNION ALL and added to ReportDesigner is likely the best approach, but perhaps a FULL JOIN will work for your purpose.
This link describes Full Join or Union All:
https://www.tutorialspoint.com/sql/sql-full-joins.htm
For your example in ReportDesigner, APInvoice could be FULL JOIN to ARInvoice on FinPeriod and Vendor/Customer on relationships tab, offer From/To date range parameters on parameters tab with defaults such as #monthStart and #monthEnd. Conditions tab could limit results to WHERE DocBal NotEqual 0. Display textboxes could use an IsNull such as:
=IsNull([APInvoice.DocBal],[ARInvoice.DocBal])
I have added a add item functionality like Sales Order in Opportunity. I have followed the same functionality of Sales Order.
The Add Item works fine, but the filtering on Inventory is not filtering the records. I have compared the aspx code and not able to figure out the issue
If you refer the implementation of similar smart panel in SO301000 ASPX, it is performed via FastFilterID property of PXGrid.
I'm looking for a way how to hide a pre-filter in CRM 2011.
I created a sipmle report by using business intelligent studio.
Eventially, the reports shows a table with data (SQL query like select column1, column2....from table)
when I open it in CRM I get a window where I have to built filter.
Is there any way avoid such window?
I found that I cand set a query in filter by default but anyway It doesn't help except this screen
thanks in advance
To remove the pre-filter page, you have to remove the corresponding Report Parameter in the RDL report, which is named as CRMFilteredEntityName, e.g. CRM_FilteredAccount.