My custom graph will create a new customer. The new customer will not use a default customer class. Each time my method saves the Customer record, the base event CustomerClass_FieldVerifying happens. That event expects a user input, in order to accept & update the billing settings. In my case, always the new customer should accept the billing setting updates. I believe that I can override the base event, and simply step over:
if (BAccount.Ask(Messages.Warning, Messages.CustomerClassChangeWarning, MessageButtons.YesNo) == WebDialogResult.No)
I'm curious if there is a better approach.
You should be able to set the answer in some way following this post:
How to pass value to confirmation popup from custom screen
Sample:
BAccount.Answer = WebDialogResult.Yes;
Related
It's possible to disactivate the approval workflow in the persist action and activate after integrating the supplier invoice (AP301000)
Version: Acumatica 2020R2
Thanks for your feedback
This will not be simple because it won't be just a code snippet, nor have I tested the suggestion provided. I believe it to be theoretically sound, but it would take me a fair amount of time to attempt. Proceed with caution...
The standard approval process leverages EPApprovalAutomation.
public EPApprovalAutomation<MyDAC,
MyDAC.approved, MyDAC.rejected, MyDAC.hold, MySetupApproval> Approval;
You specify the fields to monitor/set for hold, approved, and rejected. I believe you can add a new field that will be set true by default and then control what event "unchecks" that field. You will need to add the boolean field and the business logic to set it to false at the appropriate time.
If you re-define the Approval view in your graph extension, then I believe it will override the base view so that you can use your field to trigger the approval process rather than the standard "hold" field.
public EPApprovalAutomation<MyDAC,
MyDAC.approved, MyDAC.rejected, MyDACExt.myCustomHold, MySetupApproval> Approval;
This may also require updating Automation Steps or the new UI workflow to transition to different statuses based on your customer hold field. This is the time consuming part as everything is geared around changes resulting from checking or unchecking the hold field in those places.
I have a custom task form that has a field which displays the transaction id (in this case a sales order)for the record the task was created in.
I would like to have this field be a hyperlink to that specific transaction but am lost on how to do this.
Is this possible?
In view mode on the task any records linked under the 'related records' tab are links to the respective record. This is automatic.
If you want on the main section you can add one with a user event script possibly coupled with a client event script.
In the Before Load user event script detect that a transaction is assigned and create a new field of type URL and use the N/url module to derive the url of the transaction.
If the user who needs the link is allowed to change the linked transaction then you could also add a client script that uses a fieldChanged event to update the value of the custom field added in the User Event script.
If you need the client script and want to eliminated duplicate code then you could set the value of the url custom field in the pageInit event of the client script (i.e. both the pageInit and fieldChanged events could use the same url resolution code.
The field must be of type List/Record pointing to a Transaction list, or an HTML type set using an <a href="url"> attribute.
I would advise against hard-coding links in the system though, and try to use the List/Record field type first.
Hope that helps! If not, feel free to comment back and I'll see what other help I can provide. If possible, please provide screenshots.
I'm trying to create some sort of reservation system in SharePoint using a calendar list. It's been recommend to me to create events and add a column which allows a user to claim it. From there, claimed events would change color and only those who've claimed the event would have permission to unclaim the event.
This is what it would look like (see alternative option):
What I'd like to be able to do though, is instead of having to create three events like shown in the alternative option, creating 1 event (see original) and have that be broken down into 3 events or more, maybe using some form of drop down asking for intervals (ie. 15m, 30m, 1h). Based on the selected interval, it'd break the event accordingly.
A possible solution is in your main event you add another field named Interval.
The you design a workflow when you create the event that creates new events according to the interval specified using a while loop while incrementing the start time with your interval.
Those new events have a content type with a field named UserClaimed. you then associate another workflow to those new events that checks for that field and changes permissions on the event to only allow modifications of that event to the user specified.
This is the general idea, the implementation should not be that hard
just a thought -
I mean, the reason i think you want the events to pre-exist is so that users can easily create them in the correct time slot (rather than clicking the new item menu, which throws them away from the calendar view/context). Is that right?
If so, allow me to offer you this scenario:
If you are using KWizCom's Calendar Plus web part (yeah, I work for KWizCom...) it allows you to type in the event in the calendar itself directly.
Something simple like: "1pm-2:30pm Training meeting with Josh"
check the demo video here: http://www.kwizcom.com/sharepoint-add-ons/sharepoint-calendar-plus-web-part/overview/
Also, drag and drop events in the calendar to move them easily, and it also supports color coding events based on categories (meta data, views, sources, etc.).
The one thing you will need to develop is the unique meeting logic, and owner permissions.
meaning, an event handler that does not accept 2 meetings at the same time for the same room (define the unique resource field, if any), and the logic that allows only the person who created an event to edit or delete it.
ping me, I can help with the event handler - perhaps we can add this to our product, this is actually a cool idea. my work mail is shai at kwizcom dot com
How do I create an activity feed rule that writes an auto post on the Record Wall of a case when an email is automatically assigned (made Regarding) to that case because of its tracking token?
Our users are having trouble realising that there is something new to look at in the case and this would go a long way to preventing them from missing an important event.
EDIT:
These solutions have already been considered
They don't want follow up tasks.
The email is already displayed in a grid on the case
They don't want more Queues to check.
They don't want more emails to deal with.
This user is recalcitrant to say the least...they only want a note to appear on the record wall of the case.
To accomplish this with little/no coding, you could:
1) create a task or other activity that would show up on the activity feed. This is easily accomplished via workflow.
2) display the email/other activities in a grid on the case.
3) also set up queues to handle this.
4) send an email to the owner of the case when an activity gets appended to it.
There are a lot of options to resolve the issue of notifying users that their case has additional info.
EDIT:
Your comments are accurate and well received. Can't you do something as simple as create a workflow that will create a post when an email is created and/or when set regarding field changes. Then you can check within the workflow that the set regarding is for a case or else cancel the workflow. Within the post record, set the type to auto and the regarding to the same regarding as the email. (I was unable to get the record wall part working in my local VM, so I assumed that any post record regarding the case should show up in the case, but I couldn't test that).
The issue is that everytime an item is edited/changed all the users who are set up to receive updates are notified. I need the workflow to run only when a specific field is changed disregarding the others. For example if my item contains these values (Customer Name; Acc#; Contact Person; Address;) - I need the workflow to work only when the Acc# is changed and only if it is changed, no metter how many times the other fields are changed.
Thanks,
A quick way to do it is to have the workflow store the value each time the it starts, then tell it to wait until the field != the stored value. This may not work in all cases, but it could be enough for your purposes.
You should create an event handler to run on your content type or library. You can then check the before and after properties of the fields you mention. Then use the event handler to initiate the workflow if required.