I have a customization that overrides the Purchase Order Line Account field drop-down lookup selector on the Purchase Order screen. It populates like I want, but the account selected from the dropdown doesn't display in the grid field after chosen. Here it is:
[PXSelector(
typeof(Search5<Account.accountID,
InnerJoin<PMCostBudget, On<Account.accountGroupID, Equal<PMCostBudget.accountGroupID>>>,
Where2<Where<PMCostBudget.projectID, Equal<Current<POLine.projectID>>, Or<Current<POLine.projectID>, IsNull>>,
And2<Where<PMCostBudget.projectTaskID, Equal<Current<POLine.taskID>>, Or<Current<POLine.taskID>, IsNull>>,
And2<Where<PMCostBudget.costCodeID, Equal<Current<POLine.costCodeID>>, Or<Current<POLine.costCodeID>, IsNull>>,
And<Where<Current<POLine.lineType>, Equal<POLineType.nonStock>, Or<Current<POLine.lineType>, IsNull>>>>>>,
Aggregate<GroupBy<Account.accountID>>,
OrderBy<Asc<Account.accountCD>>>),
DescriptionField = typeof(Account.description),
Filterable = false,
SelectorMode = PXSelectorMode.DisplayModeValue
)]
It basically filters on the line type, project, task, and cost code selected on the same PO line. What am I missing or doing wrong so that the selected AccountCD value will display?
Assuming the rest of your customization properly handled the override and the selector itself works (I think that is what you are saying)... If you need to display AccountCD, you should add SubstituteKey = typeof(Account.accountCD). Without that, the selector is set right now to display the AccountID.
[PXSelector(
typeof(Search5<Account.accountID,
InnerJoin<PMCostBudget, On<Account.accountGroupID, Equal<PMCostBudget.accountGroupID>>>,
Where2<Where<PMCostBudget.projectID, Equal<Current<POLine.projectID>>, Or<Current<POLine.projectID>, IsNull>>,
And2<Where<PMCostBudget.projectTaskID, Equal<Current<POLine.taskID>>, Or<Current<POLine.taskID>, IsNull>>,
And2<Where<PMCostBudget.costCodeID, Equal<Current<POLine.costCodeID>>, Or<Current<POLine.costCodeID>, IsNull>>,
And<Where<Current<POLine.lineType>, Equal<POLineType.nonStock>, Or<Current<POLine.lineType>, IsNull>>>>>>,
Aggregate<GroupBy<Account.accountID>>,
OrderBy<Asc<Account.accountCD>>>),
SubstituteKey = typeof(Account.accountCD),
DescriptionField = typeof(Account.description),
Filterable = false,
SelectorMode = PXSelectorMode.DisplayModeValue
)]
On PXSelector, the first "typeof" is the value to be selected. You can add subsequent typeof() references if you want to designate fields to display in the PXSelector (if your intent is to display an actual selector).
SubstituteKey = typeof(DAC Field) alters the selector's display to show the designated field rather than the actual value. It is very common to select the recordID field and substitute the recordCD field.
DescriptionField displays the field designated after the displayed valued (the specifically selected field or the SubstituteKey field if specified). I could be wrong, but I don't believe this shows when the selector is displayed in a grid. I believe it only applies to form fields, such as if you toggle the grid row to a form view.
Filterable is optional, but it allows you to set filters in the selector, such as when you have a lot of records to retrieve and may want to quickly locate a value. I believe there is some overhead to using it, so setting to false as you did could be a tiny performance gain.
I never used SelectorMode before, so you taught me something new here! If adding SubstituteKey does not resolve your issue, you might try removing the SelectorMode line to see if that resolves your issue. By the way it reads, that could be changing the behavior of the selector from what I would expect.
Acumatica support's suggestion solved my problem. Since the Account id is a segmented key, I needed to manually change the PXSegmentedValue to a PXSelector in the .ASPX to get it to work. I also got it to work without that change by using a PXDimensionSelector instead of a plain PXSelector in the override.
[PXDimensionSelector(AccountAttribute.DimensionName,
typeof(Search5<Account.accountID>...
I am trying to make a field required on the line item of an AP Invoice, the Tax Category field. However when I change the field to be required I run into the problem of the detail total and the balance to no longer update on the form.
What I've tried doing is eliminating the PersistingCheck = PXPersistingCheck.Nothing of the PXDefault attribute of the TaxCategoryID. This causes the field to be required on the form, however as I've stated, it also causes the form to no longer update totals. I've tried changing the PersistingCheck to PXPersistingCheck.Null, but this also prevents the totals from being updated.
Originally the PXDefault attribute for the Tax Category field is as follows:
[PXDefault(typeof(Search<InventoryItem.taxCategoryID,
Where<InventoryItem.inventoryID, Equal<Current<APTran.inventoryID>>>>),
PersistingCheck = PXPersistingCheck.Nothing)]
This is what my code is:
[PXDefault(typeof(Search<InventoryItem.taxCategoryID,
Where<InventoryItem.inventoryID, Equal<Current<APTran.inventoryID>>>>))]
What I want is to be able to have the Tax Category field required and the totals to be updated as usual, but I am not able to due to something in the code preventing the totals to be updated when the PXDefault attribute of the Tax Category field is changed.
Is there anything additional I must do in order for these issues to be resolved or am possibly going about this the wrong way?
You need to correctly change the PersistenceCheck and add Required=true to PXUIFieldAttribute for showing a red asterisk symbol near the column's name. Please see the example of how to do that using PXMergeAttributesAttribute and PXCustomizeBaseAttribute:
public class APInvoiceEntry_Extension : PXGraphExtension<APInvoiceEntry>
{
#region Event Handlers
[PXMergeAttributes(Method = MergeMethod.Merge)]
[PXCustomizeBaseAttribute(typeof(PXUIFieldAttribute), nameof(PXUIFieldAttribute.Required),true)]
[PXCustomizeBaseAttribute(typeof(PXDefaultAttribute), nameof(PXDefaultAttribute.PersistingCheck), null)]
protected virtual void APTran_TaxCategoryID_CacheAttached(PXCache cache)
{
}
#endregion
}
i would like to Hide the column(except Inventory ID and Description) in the "Expense Item" Lookup screen on the Expense Receipt screen(EP301020) for all the users.
How can i set that some columns (which are not needed) in the "Available column" section in "Column Configuration" by default for all the users and only the required ones are available in the lookup screen.By default, all the columns are included in the selected column list in the Column Configuration.
Please advise.
Thanks
Below is code to hide the columns from Available and Selected list box. If all you need is to initialize the columns in Available and Selected list box consider using Acumatica Default Table Layout feature. Note that column configuration is a user configuration so you can initialize the columns but you can't override the user choices after initialization.
To completely remove the columns from the selector you need to redefine the InventoryID selector and explicitly declare the columns you want to see in the second parameter of PXSelector.
You can do so by creating a graph extension on ExpenseClaimDetailEntry and using CacheAttached method to redefine the selector:
using PX.Data;
using PX.Objects.IN;
namespace PX.Objects.EP
{
public class ExpenseClaimDetailEntry_Extension : PXGraphExtension<ExpenseClaimDetailEntry>
{
[PXMergeAttributes(Method = MergeMethod.Replace)]
[PXDefault]
[PXUIField(DisplayName = "Expense Item")]
[PXSelector(typeof(InventoryItem.inventoryID),
/* List of available/visible columns go here */
new Type[] { typeof(InventoryItem.inventoryCD),
typeof(InventoryItem.descr) },
SubstituteKey = typeof(InventoryItem.inventoryCD),
DescriptionField = typeof(InventoryItem.descr))]
[PXRestrictor(typeof(Where<InventoryItem.itemType, Equal<INItemTypes.expenseItem>>), Messages.InventoryItemIsNotAnExpenseType)]
protected virtual void EPExpenseClaimDetails_InventoryID_CacheAttached(PXCache sender)
{
}
}
}
I have a User Defined Table that I link to the BAccount table in Acumatica. What I'm trying to do is use the PXDBCreatedDateTime attribute to save the CreateDateTime when the UDFs are set. Is this posssible? It doesn't seem to work right now.
[PXTable(typeof(BAccount.bAccountID),IsOptional=true)]
public class CustomerExtension : PXCacheExtension<BAccount>
{
[PXDBCreatedDateTime()]
[PXUIField(DisplayName = "Date")]
public DateTime? CreatedDateTime { get; set; }
public class createdDateTime : IBqlField { }
}
I would assume it would not work as the BAccount table already contains a field with the same name 'CreatedDateTime'. I would first use a different field name for table extension fields as this could create some conflicts to those fields that already exist with the same name. Also, extension tables are inserted when the base table is either inserted or updated (first time after extension table is added) which may or may not occur from changes to your extension fields. This would also cause some issues for getting a good date from your PXDBCreatedDateTime field. You might be better off using a standard date time field and use some type of formula to update the date when your fields change. I would have to research the formula. You could use logic inside the setter of your user fields and add the PXDependsOnFields attribute to your date field and set your date field if null. I have not tried PXDependsOnFields in an extension - but the logic could be promising.
I have a custom screen with a multiple custom selectors, which change what they select based on dropdown lists.
The solution I implemented is shown in a previous case:
Dynamically changing PXSelector in Acumatica (thanks).
My challenge is twofold:
1.) If the dropdown selection is "No Lookup", then I want the PXSelector Attribute to essentially be removed - leaving just a text entry. Not sure if this is even possible...
2.) If one of the selectors (let's say Projects) is selected, I'd like the selection of the following selector (let's say Tasks) to filter based on the Project selected.
Thanks much...
1) I think the only way to do this is to create your own attribute.
Something like that:
public class PXSelectorTextEditAttribute : PXSelectorAttribute
{
bool selectorMode;
public PXSelectorTextEditAttribute(Type type, bool selectorOn):base(type)
{
selectorMode = selectorOn;
}
public override void FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)
{
if(selectorMode)
base.FieldVerifying(sender, e);
}
public static void SwitchSelectorMode(PXSelectorTextEditAttribute attribute, bool onOff)
{
attribute.selectorMode = onOff;
}
}
You will be able to turn on and off the 'selector' part of the attribute. With the field verifying turned off you will be able to put any value to the field just like in simple TextEdit field. However, the lookup button in the right end of the field still will be visible. I have no idea how to hide it.
2) This behavior can be implemented easily. You will need something like that(example based on cashaccount):
[PXSelector(typeof(Search<CABankTran.tranID, Where<CABankTran.cashAccountID, Equal<Current<Filter.cashAccountID>>>>))]
If you want to see all records when the cashaccount is not defined then you just modify the where clause by adding Or<Current<Filter.cashAccountID>, isNull>
Also don't forget to add AutoRefresh="true" to the PXSelector in the aspx. Without it your selector will keep the list of the records untill you press refresh inside of it.