In the screen Generic Inquiry (SM208000), I choose SO-Invoice and click VIEW INQUIRY, it leads to a screen that have some tabs are classified query results by Invoices Type.
My question is that can I create my generic inquiry with those tabs in my Inquiry screen?
I read some documents and didn't find any information about that.
Basically, these tabs are saved filters for the Generic Inquiry.
You can configure them using the Funnel button on top of the screen. You'll need to define filtering criteria there and provide a name for the filter. After you save it, it will appear as a separate tab.
You can also configure and review existing filters using Filters form (CS209010).
Related
I have a grid on a process screen in Acumatica ERP. When column header filters are selected on the grid, I would like the descriptions of all the selected filters to show above the grid as they do on generic inquiries (see photo below).
I haven't found a way to do this on a regular (non-generic inquiry) screen, neither in the code nor in the ASPX. I'm not sure if there even is a way to do it, but if anyone has any suggestions I'd appreciate it.
Looking to 'exclude' the inventory item description but 'add' a custom field against the inventory item master (called model).
I thought I found where this is stored in the aspx of the screen but any changes I make don't seem to make a difference.
Does anyone know if fastfilters can be edited/altered to exclude/include different fields? Thanks in advance.
FastFilter fields in Form/Detail inquiry grid are inclusive, you pick only the one you need, the others are excluded by default.
For an Inquiry Grid, modify the property FastFilterFields of the Grid element. The value is a comma separated list of the field names you want to use as fast filters:
For an Inquiry Grid inside a Selector popup window, select the RowTemplate Editor for the Selector and look for the FastFilterFields in the collapsible GridProperties section. If required, expirement with the FilterByAllFields property.
The S130 says "The All Records tab shows all records without any filter applied. Once any filter is available for the form (whether it is created by the user or shared with the user), this tab appears automatically as the first tab."
How can I remove the All Records tab for a specific user/role?
The other ones are hide-able via making it "not shared."
Totally agree with #Mick: you cannot hide the All Records tab.
To Limit access to records in the All Records tab, you should define additional conditions for the generic inquiry screen, not data entry form:
As mentioned here: How do you limit the Leads viewable to an owner, role, or workgroup? - to limit access to records in the data entry form, you should:
either create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry or customize
or customize primary view and Lead ID selector in the LeadMaint BLC extension to match conditions defined for the associated inquiry
Actually, the All Records tab shows the unfiltered data of the form. If you restrict access to this tab, you won't access the form and any of its tabs at all. But if that's what you need, you can manage access to any screens on the Access Rights by Screen form (SM201020).
Is there a way to conditionally enable change status icon in List tab of any application in Maximo 7.5/7.6 . For example the change status option should be visible when the list tab has PO's which are in DRAFT status.
Maximo is working as design for the following reasons:
Conditional UI can only operate within the context of a record because on the main tab you have a record in the databean.
When on the list tab you are only in the resultsetbean so the calculations are not the same, hence it doesn't get evaluated on the
list tab, only on the details page of the record.
Restrictions cannot not being applied on a list tab at this point.
Refer
the Tech Note
I am currently able to use the tile feature in Power View to view data much more quickly. However I haven't figured out a way to have nested tiles to further drill down into the relevant data.
For example, I want a tile strip at the top of my view of all the different "Projects." Once I click on a tile, I want to see all the relevant data for that project and have part of that container have a strip of tiles to show "Risks, Issues, Action Items, etc." and other items in a list. See image in this link (it is a non-working dashboard, but showing you all to get a better idea of the hierarchy).
Does any one know how to do this? I know I can use slicers instead for one of the levels or view filters but I want to be able to use tiles for both.
If you use a slicer within your tile it will almost do what you want. However, you wouldn't get the nice icons for warning & error to be the source of selection. You could make it more visual by separately having a table that includes the images so that when a user selects a slicer value, it shows the appropriate icon.
HTH,
-Lukasz
In the September Power BI update they've added te possibility to: Drill Up/Down for column and scatter charts in Reports.
Check out: Changelog