I am wondering if there is a way to customize the salesorder manager form /app/accounting/transactions/salesordermanager.nl?type=fulfill&whence=
We need to add a custom field that is to be populate for the fulfillment (it is used during the one by one process, it is also needed during the bulk process)
Not sure if you can customize this page but for your use case, there is a Set Fields tab under the filters. You can choose your custom field in the tab then assign the value.
Related
I have scripts that react off of, for example, a client Recalc client event. For example, on my form I have a subtab that users may add or remove items from. Based on actions on this subtab (housing a child record of the parent) I would like a field on the parent to update (say to show a total from the children records).
As I was saying, these events seem to work fine if in edit mode but they do not work correctly in view mode. (even in view mode these child records have a "Delete" option at the end of each row in the subtab. This was provided by netsuite by default.
I wondered if anyone had any tips to best allow this parent field to update real time while in updating the subtab rows with the form in view mode.
Thanks.
You can make a custom field on the parent (header) whose value is determined by saved search. For instance, make a saved search that totals the line values by transaction. Be sure to make it filter by transaction in the Available Filters tab. Make the search public so everyone can use it.
Create the custom field that sources the total from the saved search. Make sure to uncheck the "Store Value" checkbox, as you don't want to store the data, you want to reference the search results. You do this on the Validation and Defaulting tab. You'll see a field for Saved Search there. Choose the search you created above.
As you remove/add/change lines on the transaction, the field updates accordingly. In essence, you don't need a single line of code to make this work - it's all in how you create the search and the custom field that references it.
I have a similar situation posted here.
The NetSuite team answered me by email, and it happens you can't really achieve this on the view mode: some API methods are not available. Their suggestion to my case (and I think it applies to yours too) was really to force a refresh on the whole page.
Of course, you can always achieve this accessing the DOM elements directly, but this isn't a best practice, as your code can stop working if these elements change on a version update.
I had the same problem, I'm not able to restrict on view or remove edit button. But, there was one alternative solution with workflows, you can deploy workflow on child record edit mode restrictions, then if the user clicks edit on view then the record will not be available to edit. This concern will apply to custom record as well.
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.
So lets say that I have two views, one that is the default and another that can be triggered with a button. Is it possible to switch views, then have the view that you switched to become the default view? So that if the form were opened again it would still be on the view you switched to?
If not, is there a way to have a part of a form read-only to a certain group in SharePoint and editable to another group?
Or even better, could I have an email sent out to with different views to different people?
Thanks!
No, it's not possible to set the default view with a button/code. You'd want use a different approach (something similar to the State Machine Pattern)
Create a "State" field, that represents the actual state of the form (usually the same as the views). So when the button is pressed, it sets the State-field to "View2" and switch the view to View2. In the form load rules (Data - Form Load) you create a new Rule that changes the view based on the value State-field.
Yes, setting different section of the form to read-only for specific groups is also possible, however it requires custom code. For each section create a new field (like "Section1Enabled"). Then create a new conditional formatting rule that disables Section1 if Section1Enabled is false. In your form's load event, you add code that that decides whether the current user is in the specific group or not and based on that, you set the value of Section1Enabled.
You can do with SharePoint's UserGroups.asmx or with the SharePoint Server Object Model (google should help you out with that).
In my SharePoint List, I have an "Employee" column that is a User type field. I would like to add some custom Business Logic to the processing of this field.
Currently, when the user adds a row, I check to see if the user is an Employee or a Manager and then change the behavior on this column accordingly. I do this by statically rendering the field in my custom "ListForm Rendering Template", just before my custom ListFieldIterator. I simply use a standard SharePoint FormField (and FormLabel) control. In the markup of the FormField control, I specify the FieldName (Employee) and an event handler for the Load event. In this Load event, I will check to see if the current user is an Employee or Manager (using two different SharePoint groups). If the user is an Employee I set the value of the field to the current user (this part works perfectly). I also want to change the field so it can't be modified. I thought I might be able to just change the ControlMode on the field (in the code of the OnLoad Event Handler) to Display, but for some reason this has no effect. The field still renders with the full, people picker editor. Am I not changing the fields control mode soon enough? Or is this simply not the correct approach? The other logic I want to put in is if the user is a Manager, I would like to allow that user to select the person from a list (SharePoint group) of Employees. It may be easier to just use the people picker and limit the selectable users to that group. (I think I can do this with the SelectionGroup property.) Although, it would be better if I could just provide a dropdownlist of users, which I could possibly do with a hidden dropdownlist that I would show and event handlers that I could use (handle event selectedindexchanged) to pull the value selected and populate the (now hidden) Employee (user) field. Does this approach make sense? Assuming all that will work, the real difficulty I am having is with changing the ControlMode (rendering) on the field (when the user is an employee) to a label or some kind of read only control, which is how that field renders when viewing the row, which is why I think if I can just trick the control into thinking it is in Display mode then it should work perfectly!
I am still learning SharePoint, but I am very proficient in ASP .Net. This is why I would like to keep my customizations in this Custom Rendering Template, using code behind and leverage my existing skill set as much as properly.
Any thoughts, opinions or advice? Does anyone know why I can't get the column to switch the "Control Mode"?
I do not think that I fully understand your scenario. Some code samples could help.
But anyway it sounds like you want some heavy customizations of the user field. In that case you might want to have a look at creating a custom field with all its advantages and disadvantages. Have a look at MSDN: http://msdn.microsoft.com/en-us/library/gg132914.aspx
Another option might be - in case you do not want to re-use this column in many list definitions - that you can get away with your custom rendering template and create a custom create/edit form where you implement the specific edit behaviour for the field (plain ASP.NET with some SharePoint controls). Here is a nice walk-through on how to grab a custom edit form from SharePoint designer: http://community.bamboosolutions.com/blogs/sharepoint-2010/archive/2011/05/12/sharepoint-2010-cookbook-how-to-create-a-customized-list-edit-form-for-development-in-visual-studio-2010.aspx
I hope this helps. Kr., Bernd.
I have column Status (0= Default, 1=Accepted, 2=Rejected), when first creating this list
I want to hidden this field and filling it with default value (0).
On edit form, I want to hide this column from updating if user role is not HelpDesk.
Thx
For your first requirement, you could use SPUtility.js (full disclosure this is a library I maintain). You would basically put some JavaScript in a Content Editor Web Part on your NewForm.aspx page:
SPUtility.GetSPField('Status').Hide();
If you want to change the value (if you don't have a default specified in your list settings) then you could do:
SPUtility.GetSPField('Status').SetValue('Default').Hide();
The second requirement is a bit tougher. You don't really specify how the user gets a role of "HelpDesk" (profile property? SharePoint group?). Depending on how it is setup, you may be able to use an AJAX call to the SharePoint webservices to check their security. Or you could write a custom webpart that validates their role and then emits some JavaScript.
Use Infowise Smart List Lite, the free version of our Smart List Pro product. Your requirement is just one of its many features.