How do you remove the Notes and Attachments icons from a GRID - acumatica

I am trying to remove the files and Notes icons from the Grid on the My Documents(SP402000) page in the portal. I want to save data in the notes that the customers should not be able to see.

The steps to remove the files & notes are the same for any Acumatica screen. Set the two properties to False, in the grid properties.
If you remove it in the customer portal screen, the user can still see the notes and files, in the AR invoice/entry screen (regular ERP).

Related

List Search Box getting hidden in SharePoint 2013 List View WebPart

I am trying to add a list view webpart to my page in sharepoint 2013. I edited the webpart and checked 'Display Search Box' option in the miscellaneous section. But Once I finish editing and save the page, page refreshes and loads. But the search box is not coming at all.
I had a similar problem which occurred since I modified the styles inside the list view.
A few questions...
Have you modified the styles inside the view that webpart is using.
Is the list a new one or migrated?
Is this a Publishing site site or other?
You are using enterprise version or other?
Ensure you are using the Default style , any other style the search box does not appear

Attachment download from view

Is there a way to list all documents in a view control (or a repeat control) and have a download button / link that will allow the user to download multiple attachments that reside in a rich text field?
I have found options using the #AttachmentName, however this lists all attachments on the document and does not restrict the attachments to just one the RTF.
I have a work around using a dialog box, which does work well, just not as clean as the option I was looking for.
In a view you can have a computed column. Any code you place into a dialog could be placed into a computed column. The getDocument() method of the XSPviewEntry gives you access to the document (recycle wisely).
update
To use a download control, use a repeat with the view as datasource and a panel per row. The panel has the data source pointing to a document. Use tr as tag for the panel.
This is only needed if you have attachments in other fields you don't want to show

How to add File attachment in campaign Form in CRM 2011

My CRM is configured in outlook , and i need to add File attachment in campaign form , I tried Customize->Form... But i cant find File attachment in Field Explorer..
So how to add this, as shown in image...
thanks.
In CRM Dynamics 2011 there is no control for file explorer. You have to add a control like that through a Webresource (HTML5 or Silverlight) or Iframe that points for an aspx page.
Your screen shot looks like a custom development that isnt a standard control. That said you will probably achieve what you want by just adding the notes grid to your form. A note can have attachments and has a standard file explorer.
Go back into customising the form, click the insert tab on the ribbon, click notes.
It’s not that hard to knock something up in Silverlight. The annotation entity is just a normal entity and can be written to just like any other. Here is a screen shot of it integrated into a normal CRM form. The control allows you to drag and drop files or click the upload button to be presented with a file dialog box
Oh and one last helper point, the document is stored in the attribute “DocumentBody” as a base64 encoded string. You can then read that and convert it into a byte array to save to disk etc

Default content editor in list form doesn't allow image alignment

I need to be able to adjust the alignment of an image in an "Enhanced Rich Text Field" in an announcements list in MOSS 2007. However, the default content editor in the edit form for the list doesn't provide a way to do that. What's the fastest way for me to make sure users can align images? My first thought was to customize the DispForm.aspx and EditForm.aspx pages, but they just have the ListForm web part in the content region and as far as I know, you can't customize the ListForm web part from the designer.
You can't customize the LisForm web part, but you can add a "custom list form" to create a custom edit form. Maybe you haven't seen this article: http://weblogs.asp.net/jan/archive/2006/11/06/Custom-Edit-Forms-for-SharePoint-2007-Lists.aspx
Then you could do some javascript hackery to insert your own button which then calls something similar to existing RTE_InsertImage function to call a pop-up window and do whatever you need (you'll find this function in 12\template\layouts\1033\form.js)
I fail to see (or understand) your issue. I created a new announcements list, created a new item, inserted an image, aligned it to the right, viewed the item and it worked.
Then I proceeded to create a new custom column, choose multiple lines,enhanced rich text field, edited my list item, added an image, centered it, viewed and it was also working.
The only thing I noticed is that the "rich" control does not appears on non-IE browsers.

View Page (DispForm.aspx) not associated properly for SharePoint list views

I've customized NewForm, EditForm and DispForm to allow users to create new, edit (with certain permission) and display service requests.
The forms work fine except in my views (e.g. Createbyme.aspx which shows all requests owned by me). Instead of pointing to my custom DispForm /[site]/Lists/[list_name]/DispForm_custom.aspx?ID=[request#], it links to /[site]/?ID=[request#].
Is there any suggestion for a fix?
I just answered this question in another post...
Restore NewForm.aspx file
To summarize,
Open the page and select the form control. Oen the propertis for that control and select the radio button "NEW ITEM FORM". After you save the page you can then select the page as a supporting file for the list and the setting will stick. Do not select the page as a supporting file first as the setting will not stick... ergo the order of your steps is important.

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