The Acumatica Customer Portal has shopping cart capabilities and it links to a report for sales orders or quotes. The report is SO641010.rpx. And there's some problems I'm having with the formatting and presentation of the report that I could easily fix with by customizing the report.
However, I cannot figure out how Acumatica Customer Portal is selecting and rendering the report from the directory structure collection of rpx files. If I put a modified report in either ReportsCustomized or ReportsDefault, I'm still unable to get the customer portal report print routine to use my modified rpx.
The Request Profiler clearly indicates I'm working with the correct report number, but it seems something unusual is happening with the way the portal grabs the report it's rendering. I'm guessing it might be caching of some sorts or the ReportLaucher that's getting invoked?
Doug Potter
Ok Dhiren Chhapgar and I just discussed the correct answer here. And this applies to all custom reporting, not just portal report customization. Once a report is customized, it winds up in the database under
select * from userreport where reportfilename =
If you are trying to modify a customization by changing the RPX ( in ReportsCustomized) and the system won't take your new report mods, just delete this record from the userreport table. The next time you run the report, the system will pickup the modified report and drop a new record in the userreport table.
Doug Potter
Related
I need to display a table that has the following. Please help
enter image description here
for each team member total number of hours worked on a bug or task group by user story
I am not sure where do you want to display this info, but DevOps offers you have some posibilities. First of all you can make a Query. There are inside Boards -> Queries. There you can build a query of whatever you need, PBI, Tasks, bugs, hours... The first time migth be a bit trickie, but you have several posibilities.
In adition if you want to have a pretier visualization, you can show this info in the dashbord, located in Overview -> Dashboards. There you add a new dashboard or edit an existing one, and add a new widget as the next picture:
Then you can configure the widget with the query you did. You must set the query as shared fore this.
I want to trigger a NetSuite workflow when the user sets the value of a field, but I don't want to have them submit first. The Workflow state builder looks like it has useful options but I can't get it to work.
There's some useful looking blog posts around but a lot of them seem out of date.
Update - more info
My primary issue is this one: Restrict what customers an employee can see (NetSuite)
The hack I'm currently looking at is populating a custom Transaction Column Field that I've added to a custom Time Recording form. The idea is to load this field on the UI with only valid projects (not customers as well), and this I have been able to do.
The problem is I still (as far as I can tell) still need to populate the "Customer" field, which is mandatory; I'm also assuming that if I don't do that then any time that is recorded won't go against the project. I had thought that if the user selects the project they want then I can populate the customer field with that value. I hate this as an approach but I can't see how else to do it. I do have coding experience (including JavaScript) but haven't made the leap into SuiteScript yet.
You won't be able to do this in a Workflow, as they are currently limited to only work with body level fields and cannot modify Transaction Column Fields (aka sublists).
You should be able to achieve this with a Client Side Script though.
Source (Netsuite login required).
Sublist changes will be available for transactions in the 2018.1 release sometime in Feb/Mar.
SSRS Version 2008 (Not R2)
Hi all.
I am trying to implement custom security within a report being used for call center managers and agents. Here are my requirements:
Agents can see their own stats and no one else's stats.
Managers can see anyone's stats
I have a report that shows basic call center stats like # of dropped calls, on hold time, etc. The report has two parameters. One for #Date and one for #AgentID. We want to make sure the managers can view this report for any agent and the agents can see their stats and only their stats. I have tried a few techniques and would like to accomplish this within the report logic (stored procedure). My latest attempt involved capturing the current user's login (SELECT CURRENT_USER) and then bumping that up against a WHERE clause in the report's main SELECT statement. This seems to work fine in SQL/SSMS but does not seem to catch on when deployed as an SSRS report.
-- Sample user table
SELECT DISTINCT
ManagerID
,ManagerName
,LoginID
,'Manager' AS LEVEL
INTO #user_SOURCE
From dbo.AgentTable
UNION
SELECT DISTINCT
AgentID
,AgentName
,LoginID
,'Agent'
From dbo.AgentTable
UNION
SELECT
1
,'My Name'
,'mylogin'
,'Tester'
-- Then i have my simple SELECT statement that is inside a stored procedure and called by the report.
select top 1000 *
from dbo.CallCenterReportTable
where CURRENT_USER IN
(
SELECT
LoginID
FROM #user_SOURCE
)
The interesting thing is that i can do testing fine in SSMS, and i can even test it successfully in my local BIDS, but it only works in BIDS if i slightly adjust anything inside the report like page size, etc. Anything that would require a re-save of the RDL seems to make the security function as it should when viewing locally. That being said, the security will not work once deployed to the SSRS server. Even if I change the RDL slightly and redeploy, it does not work.
My last resort would be to create two reports that are almost identical. One would restrict use to only call center managers by AD role. The other would be open to agents and would utilize the USERID internal parameter in SSRS (WHERE USERID=#AgentID). I would really like to avoid having two reports if at all possible.
In Project Server 2010, there is a "Notes" field at the level of the project (different than the one at the level of the task). This field can be added to the Project Details Page but remains disabled. Can anyone tell me please how this field gets populated or where it retrieves notes from?
Our company wants to keep track of the weekly project notes so I am exploring if I can use this field for this purpose.
Thank you.
All of the project level summary information like Start/Finish dates, total duration and so on is stored in a task with TASK_ID == 0.
Task Note or Project note in your case is stored in MSP_TASKS.TASK_RTF_NOTES column. Here is a good article how to read the field and use it in reports: http://blogs.msdn.com/b/chrisfie/archive/2008/06/04/how-to-display-microsoft-project-task-s-notes-field-in-a-report.aspx.
Depending on the user, report data is missing when viewed via the dashboard.
-In security settings I gave organization-wide read/write permission.
-The reports are based on a two custom data objects with a master/child relationship (which is also set as read/write.)
-The report folder is also set as "read/write" and all users have permission.
Anything else that I forgot to check?
Thanks!
What error do you experience? "Insufficient privileges"? Or maybe report loads fine but just shows 0 rows?
When drilling down to the detailed report you need to make sure that
viewing user has at least Read permission in his Profile on both the master and child object
he must also has read permission to all fields used in the report (columns as well as filters. And if any of them is a formula -> check their source fields too).
Does the report use "My Opportunities" in the filters? Or unrealistic date criteria? If the dashboard wasn't refreshed in a while even date filters can cause you grief.
In some cases the Roles hierarchy is saved with the report - if the user sits in different branch of the role hierarchy than the dashboard's running user, you might have to flip it to your top level Role for example. Run the report, examine top part for Role names, adapt if needed and save it.
Perhaps the best way is to debug it is to login as this user and try to recreate this report from scratch. If you can't even select proper report type - this looks like scenario 1. If fields are missing - 2.