Enable Custom Field on Project Quote Screen - acumatica

Question

I am using Acumatica 2020 R1. I have a custom text field on the PMQuote DAC. This field is in a custom tab on the project quotes screen. I want that field to always be editable. I put the following in my RowSelected event:
protected virtual void PMQuote_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected del)
{
del?.Invoke(cache, e);
PMQuote quote = e.Row as PMQuote;
cache.AllowUpdate = true;
PXUIFieldAttribute.SetEnabled(cache, e.Row, true);
PXUIFieldAttribute.SetEnabled<PMQuoteExt.usrMyCustomField>(cache, e.Row, true);
}
This didn't work, so I also looked in the automation steps. I didn't see any automation steps available to modify.
I then looked at Workflow. I didn't see any workflows to edit either. I tried creating a new one based on the status field. I added the user field for each status and made sure disabled was unchecked. This didn't work either.
Any ideas on how I can get that field to be enabled regardless of the document status?
Thanks for your help!

Answer 1

AllowUpdate is called only on the cache object, add it for the data view, example:
Base.Quote.AllowUpdate = true
Also, try to extend PXQuoteMaintExt graph extension:
public class PMQuoteMaintExtExtension : PXGraphExtension<PMQuoteMaintExt, PMQuoteMaint>
{
protected virtual void PMQuote_RowSelected(PXCache sender, PXRowSelectedEventArgs e, PXRowSelected sel)
{
sel?.Invoke(sender, e);
}
}
It manages visibility with RowSelected event:
namespace PX.Objects.PM
{
public class PMQuoteMaintExt : PXGraphExtension<PMDiscount, PMQuoteMaint>
{
protected virtual void PMQuote_RowSelected(PXCache sender, PXRowSelectedEventArgs e, PXRowSelected sel)
{
sel?.Invoke(sender, e);
var row = e.Row as PMQuote;
if (row == null) return;
VisibilityHandler(sender, row);
}
private void VisibilityHandler(PXCache sender, PMQuote row)
{
CR.Standalone.CROpportunityRevision revisionInDb = PXSelectReadonly<CR.Standalone.CROpportunityRevision,
Where<CR.Standalone.CROpportunityRevision.noteID, Equal<Required<CR.Standalone.CROpportunityRevision.noteID>>>>.Select(Base, row.QuoteID).FirstOrDefault();
CR.Standalone.CROpportunity opportunityInDb = (revisionInDb == null) ? null : PXSelectReadonly<CR.Standalone.CROpportunity,
Where<CR.Standalone.CROpportunity.opportunityID, Equal<Required<CR.Standalone.CROpportunity.opportunityID>>>>.Select(Base, revisionInDb.OpportunityID).FirstOrDefault();
CR.Standalone.CROpportunity opportunity = PXSelect<CR.Standalone.CROpportunity,
Where<CR.Standalone.CROpportunity.opportunityID, Equal<Required<CR.Standalone.CROpportunity.opportunityID>>>>.Select(Base, row.OpportunityID).FirstOrDefault();
var opportunityIsClosed = opportunity?.IsActive == false;
bool allowUpdate = row.IsDisabled != true && !opportunityIsClosed && row.Status != PMQuoteStatusAttribute.Closed;
if (opportunityInDb?.OpportunityID == opportunity?.OpportunityID)
Base.Caches[typeof(PMQuote)].AllowUpdate = allowUpdate;
else
{
var quoteCache = Base.Caches[typeof(PMQuote)];
foreach (var field in quoteCache.Fields)
{
if (!quoteCache.Keys.Contains(field) &&
field != quoteCache.GetField(typeof(PMQuote.opportunityID)) &&
field != quoteCache.GetField(typeof(PMQuote.isPrimary)))
PXUIFieldAttribute.SetEnabled(sender, row, field, allowUpdate);
}
}
PXUIFieldAttribute.SetEnabled<PMQuote.bAccountID>(sender, row, row.OpportunityID == null);
Base.Caches[typeof(PMQuote)].AllowDelete = !opportunityIsClosed;
foreach (var type in new[]
{
typeof(CR.CROpportunityDiscountDetail),
typeof(CR.CROpportunityProducts),
typeof(CR.CRTaxTran),
typeof(CR.CRAddress),
typeof(CR.CRContact),
typeof(CR.CRPMTimeActivity),
typeof(PM.PMQuoteTask)
})
{
Base.Caches[type].AllowInsert = Base.Caches[type].AllowUpdate = Base.Caches[type].AllowDelete = allowUpdate;
}
Base.Caches[typeof(CopyQuoteFilter)].AllowUpdate = true;
Base.Caches[typeof(RecalcDiscountsParamFilter)].AllowUpdate = true;
Base.Actions[nameof(Base.Approval.Submit)]
.SetVisible(row.Status == PMQuoteStatusAttribute.Draft);
Base.actionsFolder
.SetVisible(nameof(Base.Approval.Approve), Base.Actions[nameof(Base.Approval.Approve)].GetVisible());
Base.actionsFolder
.SetVisible(nameof(Base.Approval.Reject), Base.Actions[nameof(Base.Approval.Reject)].GetVisible());
Base.Actions[nameof(EditQuote)]
.SetVisible(row.Status != PMQuoteStatusAttribute.Draft);
Base.Actions[nameof(Base.Approval.Submit)]
.SetEnabled(row.Status == PMQuoteStatusAttribute.Draft && !opportunityIsClosed);
Base.Actions[nameof(Base.Approval.Approve)]
.SetEnabled(row.Status == PMQuoteStatusAttribute.PendingApproval);
Base.Actions[nameof(Base.Approval.Reject)]
.SetEnabled(row.Status == PMQuoteStatusAttribute.PendingApproval);
Base.Actions[nameof(EditQuote)]
.SetEnabled(row.Status != PMQuoteStatusAttribute.Draft && row.Status != PMQuoteStatusAttribute.Closed);
Base.Actions[nameof(Base.CopyQuote)]
.SetEnabled(Base.Caches[typeof(PMQuote)].AllowInsert);
Base.Actions[nameof(PMDiscount.GraphRecalculateDiscountsAction)]
.SetEnabled((row.Status == PMQuoteStatusAttribute.Draft));
Base.Actions[nameof(Base.PrimaryQuote)].SetEnabled(!String.IsNullOrEmpty(row.OpportunityID) && row.IsPrimary == false && row.Status != PMQuoteStatusAttribute.Closed);
Base.Actions[nameof(Base.SendQuote)].SetEnabled(row.Status.IsIn<string>(PMQuoteStatusAttribute.Approved, PMQuoteStatusAttribute.Sent, PMQuoteStatusAttribute.Closed));
Base.Actions[nameof(Base.PrintQuote)].SetEnabled(true);
Base.convertToProject.SetEnabled( (row.OpportunityID == null || row.IsPrimary == true) && row.QuoteProjectID == null && row.Status.IsIn<string>(PMQuoteStatusAttribute.Approved, PMQuoteStatusAttribute.Sent));
PXUIFieldAttribute.SetEnabled<PMQuote.subject>(sender, row, true);
PXUIFieldAttribute.SetEnabled<PMQuote.status>(sender, row, false);
}
}
}