Extending the "Files" menu - acumatica

I have a process that involves extending the "Files" menu that is located on (most) acumatica pages (next to notes and activities in the top right)
I would like to add two columns to the table that appears in the smartpanel.
I have been looking for the source code/data behind this smart panel and I cant seem to find it, is it tied into SM202520 (search in files)? Can it be extended?
Am I better off just adding a PXAction button to the 3 or 4 pages I want my extended "files" menu to be?
Thanks

There's no DataView bound to that dialog, you can verify that by using inspect element shortcut key CTL+ALT+CLICK on a grid column header:
In order to be customized the grid needs to be bound to a DataView which inspect element reveals it is not. The lack of DataView binding is by design and therefore that dialog can't be customized.
A grid that can be customized will show the View Name property:

Related

Why can't Acumatica find a view?

I created a DAC extension mapped to an extension table off of SOShipment. I have two custom fields in the extension table that I'd like to add to the Sales Orders entry form, specifically the grid in the Shipments tab. When I go to the layout editor for this form and select the Grid: ShipmentList under the Shipments tab, there are no fields in the Add Data Fields tab on the right. Also, I see a yellow circle with this error in several places:
The "ShipmentList" view is not found. Try to publish the customization project.
I published the customization project, but the error persists. To my knowledge, we haven't done any customization that would've touched the ShipmentList view. What is the issue here and how do I resolve it?
Since you are trying to add those Custom fields to the Grid: ShipmentList(which primary DAC is SOOrderShipment), make sure you add the Custom Fields to the Correct DAC extension, the correct DAC extension should be for SOOrderShipment.
(You have to rename the DataView because in base code, this Dataview is named shipmentList. However, the editor Tool when generating Customization Script for that screen is assigning ShipmentList(Capital S) to Datamember instead of correct Dataview name. )
So, then Go to Section Screen, Select SO301000 screen, select the Grid(ShipmentList) under the Shipments Tab, select Action->Edit ASPX, then locate on DataMember="ShipmentList" (with Capital S) and replace it for DataMember="shipmentList" (lowercase s). Then click on "Generate Customization Script" and publish your Customization.
After publishing, go to SO30100 Screen, select correct Grid and you will be able to see new Custom Fields and the warning message gone.

Dynamically add / remove editable area to custom control embedded in XPage

Okay... this is a little difficult to explain but I will try my best.
In Custom Control while adding properties in Property Definition we can set "Allow multiple instances" which allows us to add multiple instances of that property when the control is embedded in XPage.
Similarly, I need to know whether it is possible to add (and remove) Editable Areas in a custom control when it is embedded in XPage? What I plan is that I would have a repeat control inside my custom control and I would be able to put the contents in each editable area in every loop of that repeat.
Is this the right way to go about or am I looking at this problem incorrectly? Any solution not involving editable areas is also welcome :)
Update 4 Apr 2013:
A use case context I am looking for is a simple carousel where contents of each screen in carousel can have different contents. These contents would be put into each (dynamically added) editable area. The contents can be very different from each other with one screen containing only text, other only image and another both image and text.
Look at the table walker example in the 26 original exercises. It does mostly what you are looking for (conceptually). You won't need multiple editable areas. Whatever is inside the repeat gets repeated.
What you want to do is to give the control a custom property "boolean editMode" so you can render that one line to be edited - if that's the UI pattern you want to follow.
You also could consider a dojo table with Ajax which allows for a familiar spreadsheet UI

Can you compute which custom control to use?

Think "computed subform", but in Xpages.
On one of my custom controls, depending on a certain value, I want to either present a custom control that renders a drop-down list using a combobox or renders an input box with a type-ahead.
This is on a custom control that renders a view, with all view configuration choices handled by a document rather than design, so several different views utilize the same custom control.
For example: I have a By Status view using the custom control that has status as the first column and we use a combobox to allow the user to select which Status value to filter by. Another view is sorted by Requisition number and I want to use a type-ahead instead of the combobox.
My preference is to use the same dynamic view custom control for both and have a formula that determines which of the two (comboBox or inputText) to use. How do I compute which custom control to load?
(Credit for the dynamic view control goes to Scott Good's folks over at Teamworks Solutions.)
During it's life cycle, an XPage exists in two places. First of all a representation of the XPage's relevant components is stored on the server. Then the page goes through a lifecycle, retrieving properties from documents, checking which components should be rendered, retrieving the data for any repeating control such as a View Panel etc., and passing the relevant HTML to the browser. The browser is the second place it exists.
So you can't compute a custom control as such. All you can do is set the loaded property, and loaded needs to be based on a non-dynamic calculation such as a viewScope variable, the current XPage name, a view name stored on the XPage etc. What you would have difficulty doing would be using a different custom control based on data on that row entry.
The other option is the Dynamic Content control or Switch control from the Extension Library. Both are similar to using the loaded property, in that you're putting both custom controls on the page and choosing which to display.
From what you're describing, the loaded property should cover what you need.
Some time back I saw this question on StackOverflow where the author had used Include Page control (xp:include) to include custom controls using pageName attribute based on formula.
<xp:include>
<xp:this.pageName><![CDATA[${javascript:sessionScope.ccPageName + ".xsp";}]]> </xp:this.pageName>
</xp:include>
Similar to the technique described by Paul Withers in his answer the attribute of pageName is also computed on page load.

Hide CRM form left hand side navigation item

I have my account entity linked to a custom entity called inspections, I only want these inspections to be created for accounts of a certain type. So when it isn't that type I want the left hand navigation to this entity to be hidden away. I've seen some code that says will hide it away, as long as you have the navID of the item.
I've had a crack at hiding it using what i thought could be the ID but it hasn't worked, so I'm wondering if anyone knows how to get this ID, or if there is another way to do this?
The code I'm using to hide the navigation is below:
var navitem = Xrm.Page.ui.navigation.items.get("nav_ts_inspection");
if (navitem != null)
{
navitem.setVisible(false);
}
Load the form
Press F12 to show IE Developer's Toolbar
From here you can use CTRL+F to search for the display name of the item you'd like to hide. This will give you a link that is generated. The Id of this element is what you need to use to show/hide the link.
As an example, you can see results of searching for 'Sub Accounts' on the Account screen for an installation I am working on at the moment. The Id can be seen and is 'navSubAct'
Changes by traversing DOM and manually hide an area is not officially supported.
Luckily if you are on CRM 2011, you can go to
Settings > Customization Or open the solution.
Select the entity > Forms. Inside the Form editor window, open the Form Properties of the entity.
Go to Display Tab and untick "Show navigation items" checkbox.
Finally do not forget to Publish your changes.
Use the relationshipname to hide folder in navigation like this:
If you have folder with the relationship name: ts_inspection
Use this for ID: navts_inspection
So otherwise the same as above, but lose the extra underscore (_) between nav and ts.
var navitem = Xrm.Page.ui.navigation.items.get("navts_inspection");
If you want to hide particular navigation section from the FORM then remove all the links from that section and publish it. That section will not be visible anymore.
If you want to just remove Navigation Pane from FORM, then go to 'Display' tab of form and mark as 'Do Not Show' and then publish it.

Default content editor in list form doesn't allow image alignment

I need to be able to adjust the alignment of an image in an "Enhanced Rich Text Field" in an announcements list in MOSS 2007. However, the default content editor in the edit form for the list doesn't provide a way to do that. What's the fastest way for me to make sure users can align images? My first thought was to customize the DispForm.aspx and EditForm.aspx pages, but they just have the ListForm web part in the content region and as far as I know, you can't customize the ListForm web part from the designer.
You can't customize the LisForm web part, but you can add a "custom list form" to create a custom edit form. Maybe you haven't seen this article: http://weblogs.asp.net/jan/archive/2006/11/06/Custom-Edit-Forms-for-SharePoint-2007-Lists.aspx
Then you could do some javascript hackery to insert your own button which then calls something similar to existing RTE_InsertImage function to call a pop-up window and do whatever you need (you'll find this function in 12\template\layouts\1033\form.js)
I fail to see (or understand) your issue. I created a new announcements list, created a new item, inserted an image, aligned it to the right, viewed the item and it worked.
Then I proceeded to create a new custom column, choose multiple lines,enhanced rich text field, edited my list item, added an image, centered it, viewed and it was also working.
The only thing I noticed is that the "rich" control does not appears on non-IE browsers.

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