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.
Related
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
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.
I have a problem with name lookups when creating a new email to a person where there are two people with the same name.
The first thing to mention is that we have our company contacts database listed as a local address book as well as the Domino Directory.
If there are two people with the same first name and surname in our contacts database, e.g. Phil Jones of company1 (phil.jones#fakecompany1.com) and Phil Jones of company2 (phil.jones#fakecompany2.com) the problem arises as follows.
Create a new mail and type "Jones" into the To field, and click on the Search directory for "Jones" drop-down option, only the second one is listed. When you select it, the first one is added to the To field. This can be checked by right-clicking on the name and selecting Show Name Details, of by pressing F9 to expand the name.
My educated guess is that over the years (and releases) since our contacts database was created, the mail and domino directory templates have changed, and that the ($Users) view that we use needs to be updated.
Can anyone confirm that it is the ($Users) view that is used by the EnterSendTo field in the Message|Memo form in the Mail85.ntf template? As far as I can tell it is a normal Names field with None selected in the choices option.
you could use the Script Debugger to see what's going on, and using Domino Designer to look into the Mail85.ntf template to find out what the code is doing, and which view is used.
You seem to have Recipient Name Lookup set up (not Type-ahead), with Stop after first match.
See Technote 1105261 - Differences between Recipient Name Lookup and Recipient Name Type-ahead for details.
See also Directory search order for a name in a Notes address field. and IBM Lotus Notes 8 Recent Contacts and Type-ahead features: FAQs if you decided to use Type-ahead and Recent Contacts.
What version of Notes/Domino with what version of the templates are you running?
Make sure you are running a supported configuration: Supported configurations for Notes/Domino 8.0.x and 8.5.x
I need to filter a a table with parameters that are calculated on a non related table, but to do this in Access web I need to add the [Project_Id] to the task list.
To clarify further, the user answers some questions regarding the details of a project, which in turn will calculate in the background a group of parameters that are needed to sort a task list.
The problem is the task list is generic and not related to a project so before I can use the project related filter parameters I need to assign a project id to the task list or there is no relationship and no way of knowing what project parameters to use.
I tried to do this with a query but being a Web database I am unable to select the data from the form control.
Hopefully someone can help me find a solution, because I have exhausted Google and my own knowledge on the subject. One last thing I am unable to use code thanks to security issues.
In case anyone is interested I found away to assign the project id to the task list using data macros.
The data macro is assigned to a table that is related to the project and when updated edits the tasks list to add the current project id for each record in the table.
I still have some issues to work around, but in general it does what I need.
I'm a coldfusion developer, and I've been asked to rewrite a coldfusion application for SP 2010. I have no SP experience, but I'm now the SP admin.
My application is a waiting list for customers that enter a service center. The customer is entered into a List that tracks the following:
Name
Location (drop-down list of physical store locations. no multiple/custom values)
Check-In Time (timestamp for when customer was added to list)
Service Required (drop-down list, not allowing multiple or custom values)
Staff Member Requested (option, user select box)
Time Seen by Staff (timestamp when list item edit begins)
Seen By Name (name of user that edited record)
Time Finished with Staff (timestamp when list item edit is saved)
There are a few pieces of functionality that I don't know how to build into this list.
1
The records on the list view must be automatically filtered by the location column. The location to be viewed should be based upon the users group membership. (one group per location)
The Time Seen date/time field must be a timestamp that occurs when the list item is opened for editing.
The Seen By name must be automatically entered when when the user opens the list item for editing.
The Time Finished timestamp must be automatically entered when the user saves the list item after editing.
I don't expect anyone reading this to create this for me, but I would truly appreciate any tips, suggestions, or tutorials you can point me towards that will help me to accomplish these goals.
You will have to create such a list with the SharePoint Administration. You have several possibilities to do this. You can build them in you web browser using your SharePoint Site with the necessary rights, you can use the Microsoft SharePoint Designer (similar, less functionalities but in my opinion easier to use) or you could deploy the list after you built it in Visual Studio (best solution if you want to deploy it on more than one server or you want to change your list afterwards, but difficult).
There are some things you have to know: A list manages one or more content types. A content type is a collection of columns that contain the types (and more information) of your data. There are templates for content types and columns, but you will have to create your own content type and maybe some new columns as the templates might not be enough for your demands.
I'm not sure how to manage your first point. There is definitely a solution but I'm beginner, too.
The other 3 points could be managed by workflows: You can define workflows for a list, that do things after an item of your list is created or edited. I'm not sure if this will be useful for your 2nd point.
Another possibility would be to build a webpart, but that wont be a solution for a coldfusion project as I think. In a webpart you could handle all the interaction that are made by an user and change your list item individually.
A third way is to build an event receiver (using Visual Studio) for your list, but then you would have to build your list with the help of the VS as well.
I'm sure that won't answer all your questions but I hope you have some directions that you can inform about.