How to change option set field to use another (existing) option set? - dynamics-crm-2011

One field on Contact entity has 'option set' type. Now I want change field to use existing option set, but without re-creating field.
This option is currently disabled.

I don't think this can be done - once you've set a field up to use it's own option set, you can't change it to use a shared one instead, just as you can't change the field type or schema name after it's committed to the database.
If you've got a shared option set ready, it shouldn't be too big a deal to delete the field and re-create it with the shared option set. You would most likely lose the data which was in this field previously, though.
If this is an issue, consider exporting the data before making the change and then importing it back in, though I'm not sure of the exact details of how this would work.

Related

Restrict User input for PXSelector and use it only as a lookup

I have a case in my customisation project, were I have a PXSelector that I want it to solely act as a lookup, and would not like the users to input any data via the selector and create new records.
I could not find a way to limit this from the attribute itself, therefore I tried to limit it from the events that the control fires. The idea was that in the FieldUpdating Event I would verify whether the value inserted by the user can be found in the selector's key column, if not I would revert it back to the old value. The problem was that cancelling the event had no effect on the selector and since I did not know what the previous value was, I could not revert it back manually.
It sounds like you are trying to use a filter. You need a PXFilter view which then could be used to display data in a grid for example.
You can search the source for "PXFilter to find good examples. One I found is APVendorBalanceEnq which uses public PXFilter<APHistoryFilter> Filter
PXFilter views are not committed to the database. Typically you would create a new DAC for the filter based on your needs but you can use existing DACs that are bound to tables without the fear of the data making it to the database. With the filter you simply use the field values rather than load records into the view.

Maximo readonly/persistent attribute issues

I have an non-persistent attribute (SITEID) on my WOCHANGE object that originates from the parent object, WORKORDER. For some particular reason, this attribute has a few problems that I've never really seen with other attributes before.
Based on various configurations I have tried in an attempt to remedy the issue, here are the main issues:
It doesn't trigger the WOCHANGE to save when changed.
In addition to the value not being saved, I can change the value on one record, go to another and the value persists on the different record.
The field is readonly unless I define it to have an inputmode of DEFAULT. This is odd to me, because not defining inputmode usually implies default behavior (NOT readonly).
Here are the definitions for the SITEID attribute on both the WORKORDER
and WOCHANGE objects.
SITEID also uses a TABLE domain belonging to the SITE table.
Are there any attribute rules being applied from other sources that I should be checking?
That workorder field class on there may not be desired and may be messing with things, like setting the field to read-only. Site Id is commonly a read-only field, especially when the record is no longer a new record. Because of that, the logic to make that field read-only could be buried deeper in the Maximo business logic than just that field class. You are working with a field that has a lot of special meaning in Maximo, you are likely going to stumble into many built-in business rules.
Since non-persistent fields are not saved in the database (they are in memory fields only), I don't believe they trigger the flag for a record to be saved. What would be saved? Nothing in the database (a save) is to be changed yet.
Your screenshot however shows the field as persistent. Is WOCHANGE a view? I can't recall and no longer have the resources to check.

Active pivot DrillThrough header aliasing and specify on runtime which column to be extracted

Anyone did this, aliasing the header name in the drillthrough and also specifying which column to be extracted during runtime.
The reason is every user has specified set of column to be displayed in the drillthrough.
Some example is really great.
Thanks in advance
for header aliasing this could be done by overriding the QueriesService if you do not use AP Live, then when you execute the DT you add your own aliasing there.
If you want this to be per user then do this in a user context, see the sandbox for instance we implemented there a ReferenceCurrency which is a bespoke context. In your case you'll imlement the same logic but that context will deal with the aliasing.
When a DT query is fired you intercep it in QueriesService get the context for the user and apply the aliasing that has been defined for that user, think about keeping a default aliasing if nothing is defined for instance.
Regards,

Dynamic field binding inside a repeat control

I have a strange thing, I'm using dynamic field binding in a custom control.
The field binding is created like this.
XPage (Datasource "document" is placed here)
Custom Control (String passed in)
(to get errors if there are any)
Repeat (CompositeData is passed to a bean that returns the strings for Rows,columns)
Repeat (repeat 1 variable used for Columns)
Custom Control (fieldname is passed in)
field binding is done like this
#{document[compositeData.fieldName]}
The problem is that when I save the XPage I get an error in the messages control
Document has been saved by another user - Save created a new document as a response to that modified document.
And all fields are cleared.
Any ideas how to debug this or is there something I'm missing?
The "Document has been saved by another user" error is only tip of the iceberg - there are some really strange problems with reapeats that repeats fields that are bound and repeatControls property is set to false. The decoding part of xpages lifecycle cannot handle it properly - the controls will be losing data. You should use repeatControls set to true as Martin suggests.
"Repeat control variable doesn't exists" is probably caused by the property that removes repeats set to true. You can solve this by either changing it to false or by adding additional data context that will keep repeated value.
And finally for this to have add/remove functionality You can use Dynamic Content Control and show(null) hack to rebuild the repeat content.
To manage this complexity better I would advise You to stop using document data source and start creating some managed beans.
If You will follow my suggestions I guarantee that You will get the functionality You are looking for as I have few apps that works great and have this kind of complex data editors in them.
I don't know if it'll help you, but I pass both the document datasource and the field name as parameters to a DynamicField control, and use it like this:
compositeData.dataSource[compositeData.fieldName]
The type of the datasource is com.ibm.xsp.model.DataSource, it's listed as dataInterface under Data Sources.
Do you have repeatControls="true" set for the repeat control?
It sounds like you've got the datasource defined multiple times on the XPage (plus custom controls). Either that or the save button has save="true" but the code saves the document back-end, or code in multiple places saves the same document. I've used the same method of passing the datasource down to the custom control, but that may just be because that was what I saw on a blog.

non-database field on ClearQuest form

Is there a way to use form fields that does not correspond to database field for temporary processings?
I.e. I want to add:
temp fields item1, item2
database field sum
button with record hook that sets sum = item1 + item2
As far as I know it's simply not possible with ClearQuest.
I've tried to do something similar and was told by our IBM consultant that the only way is to create a DB field for all variables.
You can't attach data to form fields really - those are representations of the underlying data, not something scripts interact with directly.
Adding temporary data to the underlying record (entity) itself sounds unlikely as well. Perhaps it's possible to abuse the perl API and dynamically attach data to entity objects but I personally wouldn't try it, you're liable to lose your data at the whim of CQ then ;-)
That does not however mean it's impossible to have temporary data.
The best way seems to me to be using the session object, which is explicitly intended for that purpose.
From the helpfile:
IBM Rational ClearQuest supports the
use of sessionwide variables for
storing information. After you create
sessionwide variables, you can access
them through the current Session
object using functions or subroutines,
including hooks, that have access to
the Session object. When the current
session ends, all of the variables
associated with that Session object
are deleted. The session ends when the
user logs out or the final reference
to the Session object ceases to exist.
There's some helpful documentation on this subject in file:///C:/Program%20Files/Rational/ClearQuest/doc/help/cq_api/c_session_vars.htm (Presuming a default installation on a windows machine, of course.)
Translating the code example in there into what you seem to be wanting, first you store the data you have calculated inside the session object:
$session->SetNameValue("item1", $value1);
$session->SetNameValue("item2", $value2);
Then in your calculation hook you retrieve the stored values and set the value of that totals field like this:
my $item1 = GetNameValue("item1");
my $item2 = GetNameValue("item2");
my $sum = $item1 + $item2;
$entity->SetFieldValue("some_totals_record", $sum);
Adjust to taste of course ;-)
ClearQuest schema designers often include 'temporary' fields in their record types. They do this so they perform operations on hooks to generate another value.
For example, for the Notes fields, there is a 'temporary' Notes_entry field that the user types the most recent note into, and when the record is saved, the value is added to the Notes_Log field. The next time the record is edited the Notes_entry field is cleared so the user can type a new Notes_entry.

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