We have uploaded documents attached to a record (a case, an order, etc.) but now, we want to know if somebody can upload a file to Acumatica without attaching to a record. I see the option "Show Unassigned Files" in SM202520 but I have not been able to upload a file without attaching to a record.
Any clue to do this?
Im going to venture that the answer is "no" but don't know for certain. You can however get to the same desired end result by generating a record for the specific purpose of holding documents that are unassignable to anything else. For example, you can have a Case or order titled "Unassigned documents" then treat anything there as unassigned. this strategy is contingent on there being no problems with having this sudo case|order record in place. If I hope this helps. Robert
Related
I would like to be able to print the Criteria information that I used in the footer of the PDF of a Saved Search. I have tried looking at making an Advanced PDF to handle this, but I cannot find the field to pull in the criteria information into either the Saved Search or the Advanced PDF. Any assistance would be greatly appreciated.
Edit: I have created a Saved Search in NetSuite that displays all of the Inventory Receipts made the previous week. We have to print this Saved Search and check it against the actual paper receipts to verify counts and receipts. When the Saved Search prints to PDF it does not show the criteria information for which the Saved Search was run to prove to Internal Audit that we have run this report for the correct dates. I would like a way to print the Criteria information for this Saved Search along with a timestamp of when the Saved Search was run and the users that ran the Saved Search. Is there a way to pull in this additional information in a Saved Search or Advanced PDF somehow?
add a custom Print button
button goes to a suitlet that renders the PDF
before you render, load the search and pass the search.filters in to addCustomDataSource() api of the render module
Ok, I read your edit and comment with regard to my comment. There's three big things here.
I don't think you should pursue a dev route with this. You can schedule the report for automated email once a day and prove that it came from a saved search which is the same saved search every time. This will save you an infinite amount of hassle
Developing this as your first script is going to be hard. I'm happy to help. But when I tell you it's going to be a lot of code, I mean it. See this old post I did https://stackoverflow.com/a/61066928/11323304
If you still want to pursue a dev route with this (which is totally fine), start with emulating the user event code on a custom suitelet like I posted above in my answer. You're going to need N/serverWidget/ui N/search and N/xml. The rest is all in the UserEvent functions and global context variable.
If all this still goes well over your head. Don't sweat it. Comment back, and we'll build something step by step. But, I highly, highly, highly encourage you to check out the automated email capabilities of NetSuite before trying to develop something special.
I've created a version tracking that will show all the edited document inside view. What if I want to make all document be draft at the same time, and during that, document can't be edit. And after I click save, all draft document will be saved at the same time.
Edit 1
I have one more question when I do version tracking, how can I make all response document cannot be edit? only current document can be edit?
UPDATE QUESTION
Currently, I am using version tracking to show all list with all edit document. So for now, every time I click EDIT, it will show all history of updated.
So I want create a situation where I have 2 edit option which is EDIT and PC Specification. I want to set PC Specification after edit document, it updated all history under version tracking, but for EDIT I don't want it update under version tracking. Because, for EDIT function, it only for edit one or two information BUT for PC Specification, it is to update all information. For example, I have 3 documents inside the "Computer" view.
When I open one document, it will show document details. On top menu, I have two buttons which are Edit and Close Windows. So can I add one more toolbar? Which is PC Spec as below?
So I will click the PC Spec button on the toolbar then the documents will open as a new document with same document information. Same as edit function. After I click save, it overwrite document + show edit history
For another situation where I click EDIT, same as PC Spec but after I click save, it overwrite document only.
As shown below, the history is when document edit using PC Spec only.
Another question, I have "Archived" view. How can I show only history of document inside "Archived" view?
Hope you guys can understand this. Please ask me anything if you not understand. Any help will be appreciated. Thanks! :)
Regarding your second question, to make all response documents non-editable, you will have to
Give your regular users Author access instead of Editor access in the database's Access Control List and assign them a role, which I'll call "AppUsers".
Give yourself and anyone else who will be responsible for managing the app a role which I'll call "AppAdmins".
Add a hidden computed field with type "Authors" to the form and set the initial value formula to
#If(#IsResponseDoc;"[AppAdmins]";"[AppUsers]":"[AppAdmins]")
Note that this will not have any effect on existing documents until you refresh and re-save them.
Then, you're going to have to hope that automatic versioning refreshes the documents. I'm not sure if it does or does not. If it does not, then you're probably going to have to give up on using the native versioning and write your own version using LotusScript. As I recall, that's what was done in the standard Lotus document library template, because the native versioning is pretty limited in what it can do.
As for your first question, I'm sorry but I really don't understand what you're asking. I can't tell in some parts whether you are telling us what you have already done, or what you want to do. Here on StackOverflow, the best way to get useful answers is to show us very clearly what you have tried, tell us what happens, and tell us what you thought should have happened instead. This is a place for helping you fix your code, not a place to get tutorials that amount to explicit instructions on how to write your code in the first place.
As you can probably take out from the title, I have a problem on my CRM environment converting a fax entity to an incident (case), it is as you know an out of the box functionality. When I press the button on the ribbon to convert it to a case, I'm given the following error: "You must save the changes before you can convert this activity". And I have definitely saved everything before I do this.
I do have the latest rollup and it works for the other activity entities except from this one. Is there any chance someone had similar issues? If so could you share how you resolved this. Thanks in advance.
There is likely some code running on the form that updates one or more values on the page automatically. Code like that will cause the form to become "dirty". Which is what triggers the message you are seeing.
One way to solve it, is modify your code to perform a save after it make its changes.
I was playing around with run With Document Context almost the whole day. Maybe someone can help to find me a feasible solution.
If i run the agent in before page load / before render response / query Open Document event i am able to pass values back to the xpage without saving the document. I tried also to save the document but it didnt help.
Beside these two events i didn't find a way to call the agent and bring the values from the lotus notes agent back. Can anybody think of an event that would work?
Calling an agent does work from anywhere you can call SSJS. Some considerations are on my blog.
However there is one big, big caveat: when you try to use a document (saved or unsaved) that is bound to a datasource in your current XPage, then the values in the datasource will overwrite the changes in the backend document. This could be your issue?
As David suggests: use SSJS & Java. It is less work than you might fear and you can pay down some technical debt
How about just creating a new Domino document, put the fields on it that you want to send, call your agent, and then get back those fields. Then populate whatever you need to on the XPage (getComponent("name").setValue(value).
There is no need to save this temporary document and it will just end up going away when your code runs.
I am working with transaction IW31, the task is to rewrite the field of gsber with another value during the save process (when I clicked the save button this function should be activated at this time).
I had seen all the relevant user exit and enhancement point corresponding to transaction iw31 but no success. I couldn't find any point where I can get the whole CAUFVD structure (it contains the field gsber).
I would need a user point where I can import this structure, not only export.
Could anybody help me solving this task? Or do I need to create an implicit point because the lack of User-Exit?
Thank you in advance,
Gabor
Which SAP Release do you use?
Have you checked the Include LCOIHF2V? There you will find the Enhancement Point FCODE_BU2_01 in which you have full access to structure CAUFVD.
ENHANCEMENT-POINT FCODE_BU2_01 SPOTS ES_SAPLCOIH STATIC.
In addition you have of course always the possibility to add an implicit enhancement (as you suggested) at the end of this form routine.
Hope this helps!