Is there a way to rename the 'Receive' button on PO record? I thought this could be accomplished by customising the form > Actions > Standard Actions. It seems the action name is used and not the lable. I want action named to be changed to something like Generate Bill.
Add a User Event script to the purchase order and in beforeload event write the below code
var rcvBtn = form.getButton('receive');
rcvBtn.setLabel('Receive Custom'); //Set as "Generate Bill"
form.getButton is a method of nlobjForm and it will get the button
as nlobjButton
setLabel is a method for nlobjButton to change the
label.
Thanks
Frederick
You can Change Label from 'Customize form'
Go to
Customization >> Forms >> Transaction forms
Select 'Standard Purchase Order'
Action(Tab) >> Standard Action(Sub tab)
Just change the button Label from 'Receive' to 'Receive Custom'
select preferred checkbox and save
Check
http://awesomescreenshot.com/0ba5smd821
Related
I am working on a workflow that creates a button to "Email All" that emails the customer and then the list of emails in a text field on the invoice. I know the Send Email Action works on its own when tested and the button can be created. i can't to sew them together so that clicking the button performs the action.
I have the workflow set up this way:
State 1
Action Add Button on Before record Load with label "Email All"
Transition from state 1 to state 2. Transition on Entry, and Execute on clicking button in state 1
State 2
Send Email Action. Trigger on Entry
Recipient = Customer > E-Mail. CC {custbodycustbody_cc_emails_to_include} (custom text field)
I'm a bit new to workflows and can't seem to nail this last part. There was a post here
but the steps did not produce the action. The log seems to only show the Add Button. No other errors.
When looking at the workflow logs, did you check the "Show Rejected Actions" option. I think there might be an issue with the CC field. If I recall correctly, it does not support field ids there.
Is there a way to override the Quick Process Action Button in Acumatica.
Requirement:
After clicking on the OK Button, print pick list and the Shipment confirmation should be opened as a Combined in a single report instead of opening in the two separate tabs.
We could not able to locate the Quick Process action button.
Please help me to resolve this .
Quick Action button is made available, per order type. Review the Sales Order type screen.
Inside the standard graph SalesOrderEntry graph, you will find the method QuickProcess. It is available after you create the graph extension. Inside your extension, you may extend QuickProcess. Or override if you wish.
I would know how to add an Action button but did not manage to identify how to add this under the Actions menu. It is being added as a separate link button and not as part of the actions sub-menu. How can you achieve this please?
This post should help with your answer: Adding Custom Action to "Actions" Drop Down in Extension
You can add it by using AddMenuAction on your parent button (action in this example):
MyGraph.action.AddMenuAction(myCustomAction);
I have my setup type dialog looking like this :
The top option is a custom one I added.
So in my next button push event, I have this :
So what I would now like to do is load up the custom setup dialog, but those features should be enabled / disabled depending on what was selected.
OR
If completer or first custom option is selected, I want to open a dialog conditionally.
Is this possible?
You can do the following:
Note the 'value' attribute of your new radio button (by default it should be '3')
Add the appropriate events with the condition _IsSetupTypeMin = "value"
Here is an example showing how to define the 'Next' button behavior to do the following:
When selecting 'typical' it will select the proj_files feature and
proceed to the ReadyToInstall dialog
When selecting 'custom' it would
go to the CustomSetup dialog
When selecting the special option it
will add feature2 and remove the proj_files feature, then proceed to
the CustomSetup dialog.
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.