How can you Extend a UI Extension in Acumatica - acumatica

I have a client that has Manufacturing installed. On the Stock Item Screen the MFG code adds a Manufacturing tab. I want to add a new field to the Manufacturing tab, but I do not want to update the MFG customization package as it will cause issues when a new MFG build comes out. How can I extend the screen extensions of another customization package?
Others have suggested copying the MFG code to another Customization Project and modifying that, but that would mean that I am constantly having to maintain third party code every time they have a new build. This is the situation that I am trying to avoid as we already have an instance where we have a setup of base code and three different copies for three different clients.
Please note I am using MFG as the example as I have run into this issue a few times with various third party software.

Why can't you create a new customization project, and they use Levels so that your new customization is the last item?
Let's say that you have customization ABC installed (example MFG). You create a new customization XYZ and set this as a level higher than ABC. Make sure that ABC is published, do your customizations on XYZ and then publish all again.
Assuming you are using Visual Studio, you might need to add a dll reference to the ABC project in your XYZ project. This will allow you to use graphs/DACs from the ABC project in your XYZ project.

I received this from Acuamtica support:
As you may know we are migrating to the new UI technology and we are going to get rid of Web forms and aspx completely. After that the page layout will most likely be represented by C# class with a customization mechanism similar to what we have for graphs or DACs.
It’ll allow you to have multi-level extensions the same way.
The new UI is scheduled to be implemented in 2021R1 or 2021R2. T
This is not immediate help but at least we know it is coming.

Related

Stacking customization projects - screen enhancement

I'm running into a situation for a specific deployment where the site has multiple ISV products as well as their own enhancements all to the same screen (In this case, Stock Item Maintenance)
All the items compile and function but the overall screen layout is correct. Fields are shown either with the incorrect column spans or in the wrong position on the screen or not shown at all. In this case, I'm referring to Form layouts, not grid based layouts.
Reordering the levels of the projects simply results in different screen layout issues.
Obviously one scenario is to merge the customization projects and clean up the resulting layout however with the ISV products being frequently updated that poses several other issues that we'd have to convince the customer and ISV to deal with.
While the "levels" allow the projects to publish and Extensions on Extensions allow fluent business logic flow, I have yet to see a good solution to stacking customizations. What I'm ultimately looking to see if it is possible to do something like this scenario:
Customization Project "A" published
Customization Project "B" rebased and modified post Project "A" layout
Customization Project "A" and "B" published
Repeated for Project "C" - "Z"
With the end result of the screen layouts looking exactly how we need based on all the above items. This would be almost a "virtual" merge.
The other question is, what is being done at other locations when multiple ISV's are involved all touching the same screens.

UFT - Is there a way to look into objects and see what add ins were used while it was added to OR

Is there a way to look into objects and see what add ins were used while it was added to OR
The problem I am facing is when I run the script with different add in than what was used to add, it has issues identifying them. We have different Automation tester who have been using more add-in than required and ended up with the issue.
We would need to clean up and re-add only those which are/will be causing trouble and to do that we would need to know if there a way to find from OR what addins were used when we added the objects into them
Since you're primarily talking about the LOR you can look at the test settings and see which addins are associated with the test.
Then in order to see which test object is associated with each addin you can look in the object identification dialog which filters by addin.
Image thanks to #Vinoth S.

Is there a clever way how to share custom controls among Xpages applications?

For our Xpages application stack we have to create cca. 100 controls that will cover our new UI parts/helpers and some additional services. These controls are meant to be very general and have to be used by many Xpages applications. Now question is how to share these controls among applications(databases). Controls need some managed beans to work, also some CSS, JS and images. To copy the whole stuff into each application and maintain it somehow is not the way (even design inheritance doesnt help here). What's more ... mixing these 100 controls among application specific controls is real hell as controls doesn't support any namespaces or some packages grouping (like java in Package Explorer), so at the end we have very long list of controls in DDE which is nightmare to navigate and work with.
We tried to use Extension Library approach and followed this tutorial
http://www-10.lotus.com/ldd/ddwiki.nsf/dx/Master_Table_of_Contents_for_XPages_Extensibility_APIs_Developer_Guide
... but honestly I tried 3 times on my computer from scratch and even example project from tutorial didn't work properly and still caused some errors in update site project. My colleague also tried this on his computer with no luck. And entire process as described in the article above is set of many java classes, XML and configuration files even for small control (eclipse plugin project -> feature project -> updated site project and then you have to install this update site test it and when bug occurs you have to run another cycle ...). Comparing to e.g. this http://tapestry.apache.org/component-classes.html its extremely heavy weight approach in Xpages.
So my question is, is there any other approach that can help us in this area to share controls among applications? Or is there any update expected in this area for upcoming Notes release e.g. R9.1 ?
the most efficient way to share controls is an extension library. It does come with a learning curve. You could use Nathan's XSP Starter Kit to ease your pain. Alternatively you can use the import/export plug-in from OpenNTF to move controls (and their supporting files) around.
In any case: XPages custom controls do support name spaces and grouping -> just have a look at the property panel of a control. You can define:
the namespace (defaults to xc, but you are free to design your own)
the group it should appear in
icons
how it looks at design time (to hide the inner workings)
So step 1 is to group and clean and then think about the distribution. Extlib definitely would be best.
There is good ol' method for sharing design elements in NSF: templates. You can make your database a template, and then inherit just specific design elements by copy/pasting them at designer level. In design element's properties view, Design tab, look for "Inherit from the design template" property. It contains template name from which you copied the element. Watch out for the property "Prohibit design refresh or replace to modify", it should be off.
This has some consequences when deploying the application to production, though, so please, read the documentation/help about template inheritance. Especially combination with XPages/custom controls requires the template to be built and signed.
We use it to share custom controls like application layout and picklists with no problems.

Best Practices for Content Types in SharePoint

Recently, we came across a severe problem in production farm with the Content Types. I would like to explain the background of this problem first.
We have nice working feature for Content Types installation in production and test farms. We developed and deployed (using wsps) this SharePoint feature in Visual studio. We are using the publishing pages using page layouts and Content Types to help content editors to quickly publish the web pages. Unfortunately, some Content Types and site columns have been manually updated/added by some people in the production, so whenever I (developer) make some changes to the existing Content Types (using Visual Studio and feature activation/deactivation) , SharePoint removes one or two columns (during feature activation/deactivation) from Content Types; or the columns which have not been added in a best practice way. I think the best practice is to update Content Types using Visual Studio.
Now, I wish to ensure that site columns shouldn't get removed from Content Types upon feature activation/deactivation.
Note: Our feature for Content Type activation/deactivation doesn't hold any activation dependencies in the feature.xml
Recommended Approach
Based on all these factors, my suggestion would be to:
• Create two Features: one for the original markup and one for making changes. (Or you can put them in the same Feature; I just want to differentiate between where you do what.)
• The original Feature should contain the CAML for Site Columns and Content Types. This ensures the IDs have been assigned ahead of type and remain constant.
• If you want to update a Site Column by changing nearly anything about it except its Field type, do it using a Feature Receiver. By doing this, you can call the Update method and pass in a boolean indicating if you want all the existing assets in the site that inherit from this to update to, (something you couldn't do via the CAML.)
• You can also add an existing Site Column (that you provisioned via the CAML feature) to an existing Content Type (that was provisioned via the CAML feature). This is helpful if the Column was not part of that Content Type before, etc.
• In a scenario like the one I just mentioned in the last bullet point, it's necessary to deactivate and reactive the CAML feature (to provision the new assets) before calling your Feature Receiver. What will this mean for the site? Since all the Site Columns and Content Types in the lists in the site are using the same ID's as the ones provisioned in the Site Collection root, removing its parent from the Site Collection won't change that. It might leave it orphaned temporarily, (i.e. there will be no relationship between that item and an item in the Site Collection root, but it will function the same way it always has, since it's really a fully-functioning copy of the original item) until you reactivate the Feature that puts the item back in the Site Collection. It's like the parents are going on vacation when you deactivate the Feature, and are coming back home when you activate the Feature again.
You have a choice when it comes to how you maintain the CAML and the Feature Receiver, since you have two scenarios: existing Site Collections and new ones.
• You could make a policy that every time you write code in your Feature Receiver to update a Site Column or Content Type, you have to make the change in your CAML as well. That would mean that every time you activated the CAML Feature in a "fresh" Site Collection, the CAML would be up-to-date and accurate; there would be no need to run the "updater" feature. (In your Feature Receiver, you should make sure you do some extra checking to make sure a Site Column doesn't already belong to a Content Type before adding it, etc. in case that change is already in place before the code executes.) This approach means you only have to execute one Feature when creating a new Site Collection, but it also means you're maintaining changes in two places: in your Feature Receiver for making changes to existing sites, and in your CAML for new sites. It's a cleaner approach, but also contains an element of redundancy, which always leaves room for human error.
• The other approach is to simply assume that every time the base CAML feature is activated, you're always going to execute the Feature Receiver. This approach says the only time you'd change the CAML is to add a new Site Column or new Content Type; otherwise, all the changes happen in the Feature Receiver. This approach reduces redundancy, but also means your Feature Receiver code could get quite large with all your changes over time, and it could leave your CAML as very much "legacy" over time.
Src: http://blog.beckybertram.com/Lists/Posts/Post.aspx?List=eb3e1762%2Dbab0%2D4e96%2D8bc5%2Dd67d6e6bfd44&ID=18
Updating Content Types is still one of the underdeveloped portions of Sharepoint which sometimes causes trouble, especially in Content Deployment scenarios.
The best thing in your case would be to always avoid making any changes to content types by hand (using UI)
Whenever you are installing the content type, make sure that you remove the previous one and then install the new one. (Sometimes its not possible due to pages being already created out of it).
My current approach to deploying content types is to do as much as possible using code rather than CAML. That way it is easy to fully control the logic of updates, including ensuring that changes made manually don't cause conflicts. I have the structure defined as attributes on an interface I also use for strongly typed list access, but there are several other ways you could do it.
The only piece that isn't available in the API is setting a specific content type ID, so you need to have a caml file for that, but it's a small/simple file, doesn't try to make updates and is only referenced from a feature that will also run the update code.

Sharepoint 2007 with MS Office 2007 footers

We had a need for a document management solution and were hoping SharePoint 2007 would satisfy our needs. We felt our needs were relatively simple. We needed to manage versioning, have searching capabilities, and having an approval workflow.
SharePoint handled these three aspects great out of the box.
However, we also require that the footer on the Office 2007 (Word, Excel, and PowerPoint) documents reflect the document version, last person to modify, and last modification date. These things can be done with office automation, but we have yet to find a complete solution.
We first tried to do it on the checking-in and checked-in events and followed this path for a while, however, the complication we ran into was after we made the changes to the document we had to no way of preventing the save from updating the version number. This resulted in something similar to this:
Document checked-in – the document version should be v0.1 however it is v0.2 because we save the document after the footer is replaced. If we look in the document history we there are 2 separate versions v0.1 does not have the footer v0.2 has the footer but it says v0.1 as that is the version the document was when it was replaced.
This is an unacceptable solution for us as we want the process to be completely handled on the user side so they would have full control to revert back to a version where the footer would be incorrect and not contain the correct data. When we attempted to create a custom approval/check-in workflow we found that the same problem was present. The footer is necessary so that hard-copies can be traced back to their electronic counterpart.
Another solution that was proposed to us was to build plugins for office that would handle the replacement of the footer. This is inadequate for our needs as it requires a client side deployment of our plugins which is undesirable by our clients. What we are looking for is a clean solution to this problem.
Here is a blog post which seem to be exactly the solution of your problem.
Basically they create a custom field in the document library and use event receivers to keep the current version of the document in this field.
The "trick" is that on the client side this custom field shows up as a property of the document the value of which you can easily embed into the document's contents.
I'm not sure why changing the field won't increase the version of the document, but I guess it is because you're only changing metadata, not the actual document.
They do use a little VBA script which runs on the client side, but it doesn't require any client side deployment as it is downloaded with the document. However I'm not sure if any security settings changes on the client side may be needed to allow the script to run.
Does this information need to be in the footer? A lot of the information is available within the Office 2007 application. If you click on the round button in the upper left, and select "Server", you can view the version history, a lot of the other properties are available by clicking the round button and opening the "Prepare" menu, and selecting Properties.
If this information must be displayed in the document footer I would investigate creating a custom Information Management Policy. This may be a good place to start.

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