We have custom screens that we've added to a site map and deploy through a customization package - but it doesn't seem to add anything to the new UI. Is there any documented procedure to add custom screens and reports to the new UI and have a customization package deploy this to a new site?
There is documentation at help.acumatica.com.
To start I would look here: Customizing the Modern User Interface
This question is similar to this answered post: Acumatica - sitemap item does not show in modern UI
Related
Is there any way that I can create a template within forms to utilize for every user in the company?
For instance; let's say I have the Sales Order Screen (SO301000) and the Document Detail grid configured in certain way, that display different amount of columns than the default (either more or less columns).
For each user I want to use this template (and all the ones created) that I will apply when I add the new user.
I'l appreciate any guidance and help.
EDIT:
I provided answer for Form element ASP template below. Although reading your question again I think what you're trying to do would be more along the lines of automating grid column configuration. We call this feature Default Table Layout.
There's a feature request for it here:
https://feedback.acumatica.com/ideas/ACU-I-415
The feature has been shipped in version 2017R2 and is documented here:
https://help.acumatica.com/(W(1))/Main?ScreenId=ShowWiki&pageid=30f3229f-20f1-4055-9c03-e0fe3b37080d
Image copy of documentation page:
For ASP Form templates
There are two ways to work with customizations in Acumatica:
As a Customization Project, everything is done directly in Acumatica
instance through the web browser using the Customization Project Editor.
As an extension library (DLL file) compiled in Visual Studio which is then included in the FILES section of a Customization Project.
For method 1, I believe creating custom templates would be a bit of a hack and would not be officially supported, if someone knows otherwise please chime in.
For method 2, we ship the Visual Studio templates with the Acumatica Configuration Wizard (Acumatica ERP Installer).
Those templates are in the following folder:
My Documents\Visual Studio 20XX\Templates\ItemTemplates\Visual C#
The templates will be available for ASP.NET solution only. You can open Acumatica Instance Website as a solution if the website is already deployed:
When you open Add New Item dialog:
The Acumatica Templates will be available:
Those are standard Visual Studio templates so you can copy and re-use them to create your own. Microsoft documentation for creating user template applies and you can follow their guidelines. Note that working with Visual Studio and creating your own template is somewhat less user friendly than using Acumatica Customization Project Editor.
Acumatica T100 covers using Visual Studio to create customizations and would be a good starting point to learn the techniques involved:
https://openuni.acumatica.com/courses/development/t100-introduction-to-acumatica-framework/
I am working on SharePoint Framework and have one take to do in this. I want to know that can we add our custom master page and page layouts in SharePoint Online using the SharePoint Framework ?
If yes, then can you guys please provide me some details or links to understand this ?
I have a requirement to have my own custom master page and layouts deployed in SharePoint Online using my custom client web part.
No, as of now there is nothing in SPFx to customize master page or page layouts. Also, Master Page and Page Layouts are old technique, which is not applicable for Modern Pages.
But SPFx framework comes with extensions (in preview as of now), which can be used to enhance UX of application. The SPFx extensions allow you to customize in following three direction:
Application Customizers: Overall page customization can be done using this like header/footers.
Field Customizers: For custom rendering of fields.
Command Set: For adding custom commands to the top ribbons or popup menus.
https://dev.office.com/sharepoint/docs/spfx/extensions/overview-extensions
For SharePoint 2013 blogs alert me, I need to develop a custom form with less options as shown here. Another reason to go for custom form is better UI.
Current thoughts:
1. Develop a dynamic form using Bootstrap as user clicks on custom alert button
2. Using JSOM to make an entry in alerts
Question - Is it possible to make entry using JavaScript?
My research till now:
http://sitename/_vti_bin/alerts.asmx doesn't have add/update methods.
It has just view & delete methods.
One of the blog published in 2013 says alert doesn't support Client
object model.
http://www.learningsharepoint.com/2013/09/17/client-object-model-doesnt-support-creating-sharepoint-2013-alerts/
Technet Discussion
https://social.technet.microsoft.com/Forums/sharepoint/en-US/43d801d4-0e89-4ec5-9d6c-b36f8106fc0d/how-to-create-and-delete-alerts-using-client-object-model-or-even-web-services
Learn about Alerts
Alert web-service
https://msdn.microsoft.com/en-us/library/bb249933.aspx
Alert methods
https://msdn.microsoft.com/en-us/library/websvcalerts.alerts_methods
Calling web-service using JavaScript
https://weblogs.asp.net/jan/calling-the-sharepoint-web-services-with-jquery
Conclusion
From above data, it doesn't seem possible to achieve custom form for alerts using CSOM.
You need to use Custom Action to hide or overwrite the default ribbon button Alert Me.
Create an Application page with you custom logic/forms and use a new Custom Action to Show this forms
I was asked to create a new maint page where data could be added. Just like in the T100 series part1:Maintenance pages. Immediately a few issues arise, why in the Acumatica ERP project I am unable to complete the steps done in the Framework application? I tried to add a new item -> PXgraph option(as described in the instructions) was not available, I couldn’t even add my own c# class from scratch the option was not listed. Instead it just listed page options(will add screenshots below). I attempted to create a new .cs file outside the scope of the project and import it into the file and it wouldn’t recognize it as an available file to import. In the end I attempted to manually drag and drop the file into the Objects folder I wanted the file to be a part of.
VERSUS ERP Add new item
Secondly, I created a new ListView in the page. I was not able to choose my Typename:SO.SOusrPhoneExtMaint.cs file from the list of options. I have rebuilt the project numerous times to see if that was the issue. I manually added the TypeName by going into the source of the aspx and typing it my graph. When I tested the graph I got the following errors that “Invalid type PX.Objects.SO.SOUsrPhoneExtMaint specified for datasource.” My question is why is there a discrepancy between the framework and the erp application for customization and how do I customize the graphs and pages if they don’t take the same approach as the TXX development guides. If I am doing something fundamentally wrong I'd like to know what is the right approach.
I recommend that you use the Customization Project Editor for any customization of Acumatica ERP.
To add a custom form, perform the following actions:
Navigate to the Customization Projects form (SM204505; System > Customization > Manage)
Select an existing customization project or create a new project by clicking "+" on the form toolbar
Click the project name to open the project in the Customization Project Editor
On the navigation pane of the editor, select SCREENS to open the Customized Screens page
On the page, click ADD SCREEN > CREATE NEW SCREEN to open the Create New Screen dialog box
Fill all the required fields and click OK to obtain workable template of your custom form
The New Screen wizard creates the form template and includes it as the following items in the customization project:
two File items - .aspx page code for the new form
a Code item - code template for business logic controller
a Page item - the link to the new page content, which you can further develop by using the Layout Editor
a SiteMapNode item - the site map object of the new form
(For an example see Lesson 11: Creating a Custom Form of the T300 Acumatica Customization Platform Training Guide)
Further you can develop the items by using the tools you prefer.
The custom form will be added to Acumatica ERP after the project is published.
I have developed a publishing portal in sharepoint.I have a requirement wherein I need to create sitemap for the entire web application.
This should be dynamic, in the sense, whenever we update the contents of any given page in our web application, it should be reflected immediately in the sitemap page. What are the possible ways to achieve this and which is the best possible solution considering the scalability and easy configuration?
Thank you.
If you don't want to use a custom webpart, you could use normal navigation list to create your sitemap and it is automatically updated. You only need to style it in a way to resemble some kind of sitemap.
Here are some links to get you started with customizing your navigation:
Custom Navigation in SharePoint - The Full Monty
How to: Customize Navigation
Also there is the portal site map which provides the data source for your custom menu. Just read up on custom navigation and stuff like PublishingNavigation:PortalSiteMapDataSource and SharePoint:AspMenu.
There is a nice PowerShell script to create a sitemap for SHarepoint 2010, if you want to submit your sitemap to Google: Generate A Sitemap For SharePoint 2010 Using PowerShell'.
You can also install and customize the SharePoint Web part ("Table of Contents") to your liking. Read up on it here...
Take a look at our ECS product, it is close to what you need
http://www.infowisesolutions.com/product.aspx?id=ECS
It was built as a system of cross site collection navigation, with security trimming and permissions inheritance between site collection.