Hi @acumaticapm182 

Could you please confirm if you are looking to add a report under Actions ( 3dots).

 @rhooper91

How to Add a Report in Acumatica

Step 1: Report Designer

On the Report Designer, open the report to which you want to add the form and make sure that it contains parameters required to run the report (for example, OrderType and OrderNbr for a sales order).

Step 2: New Customization Project

On the Customization Projects form, create a new customization project, and open it in the Customization Project Editor.

Step 3: Customize Existing Screen

Click Screens in the navigation pane to open the Customized Screens page. On the page toolbar, click Add Screen > Customize Existing Screen and select the correct form (in this case, Sales Orders).

Step 4: Action Properties

In the navigation pane, for whatever screen you’re using, click Actions. In the right panel, click Add New Record > Create New:

• The Action Properties dialog box will open; then enter the values for the Action Name and Display Name boxes.
• Select the report needed (SO641000, in our example) in the Destination Screen lookup box.
• In the Toolbar Folder drop-down list, select Reports.
• On the Navigation Parameters tab, add parameters required to run the report.
• Click OK to close the Action Properties dialog box and save changes.

Step 5: Add the Action to Workflow

Add the newly created action to the desired workflow screen states. In this example, we will add it to the On Hold state as follows:

In the navigation pane of the Customization Project Editor, click Workflows under the screen node you want to customize. The Workflows page will open. You can customize a predefined workflow using the changes you have made in the previous versions or you can copy the system workflow instead of extending it or create a simple workflow.

In the Actions tab of the workflow, create a new action by clicking Create Action.

Select the action created in Step 1.

Step 6: Publish the Customization Project

Publish the customization project by clicking Publish > Publish Current Project in the Customization Project Editor.

Results

And just like that: a new report has been added to the Reports drop-down list.

OK, so maybe it wasn’t easy but it is certainly something that anyone can do by following those simple stepsuser-mention widget

Hi @acumaticapm182  Here is the sample example to add the workspace in the …dots and please find the sample code for reference.

 public class SOShipmentEntryExt : PXGraphExtension<SOShipmentEntry>
    {
        public override void Initialize()
        {
            base.Initialize();
            this.KNMyActions.MenuAutoOpen = true;
            this.KNMyActions.AddMenuAction(KNAction1);
            this.KNMyActions.AddMenuAction(KNAction2);
            this.KNMyActions.AddMenuAction(KNAction3);

        }

        public PXAction<SOShipment> KNMyActions;
        public PXAction<SOShipment> KNAction1;
        public PXAction<SOShipment> KNAction2;
        public PXAction<SOShipment> KNAction3;

         PXUIField(DisplayName = "My Actions", MapEnableRights = PXCacheRights.Select)]
         PXButton(SpecialType = PXSpecialButtonType.ActionsFolder)]
        protected virtual IEnumerable kNMyActions(PXAdapter adapter, ePXString()] string ActionName)
        {
            if (!string.IsNullOrEmpty(ActionName))
            {
                PXAction action = Base.ActionsiActionName];
                if (action != null)
                {
                    Base.Save.Press();
                    List<object> result = new List<object>();
                    foreach (object data in action.Press(adapter))
                    {
                        result.Add(data);
                    }
                    return result;
                }
            }
            return adapter.Get();
        }


         PXButton()]
         PXUIField(DisplayName = "Action 1")]
        protected virtual IEnumerable kNAction1(PXAdapter adapter)
        {
            return adapter.Get();
        }
         PXButton()]
         PXUIField(DisplayName = "Action 2")]
        protected virtual IEnumerable kNAction2(PXAdapter adapter)
        {
            return adapter.Get();
        }

         PXButton()]
         PXUIField(DisplayName = "Action 3")]
        protected virtual IEnumerable kNAction3(PXAdapter adapter)
        {
            return adapter.Get();
        }
    }

@acumaticapm182 There is a KB article on this process:

Looks like @manikantad18 has copied and pasted some of the text off this page but if you haven’t already read over it there could be more information in here.

Hi @acumaticapm182  Here is the sample example to add the workspace in the …dots and please find the sample code for reference.

 

 public class SOShipmentEntryExt : PXGraphExtension<SOShipmentEntry>
    {
        public override void Initialize()
        {
            base.Initialize();
            this.KNMyActions.MenuAutoOpen = true;
            this.KNMyActions.AddMenuAction(KNAction1);
            this.KNMyActions.AddMenuAction(KNAction2);
            this.KNMyActions.AddMenuAction(KNAction3);

        }

        public PXAction<SOShipment> KNMyActions;
        public PXAction<SOShipment> KNAction1;
        public PXAction<SOShipment> KNAction2;
        public PXAction<SOShipment> KNAction3;

         PXUIField(DisplayName = "My Actions", MapEnableRights = PXCacheRights.Select)]
         PXButton(SpecialType = PXSpecialButtonType.ActionsFolder)]
        protected virtual IEnumerable kNMyActions(PXAdapter adapter, tPXString()] string ActionName)
        {
            if (!string.IsNullOrEmpty(ActionName))
            {
                PXAction action = Base.ActionstActionName];
                if (action != null)
                {
                    Base.Save.Press();
                    List<object> result = new List<object>();
                    foreach (object data in action.Press(adapter))
                    {
                        result.Add(data);
                    }
                    return result;
                }
            }
            return adapter.Get();
        }


         PXButton()]
         PXUIField(DisplayName = "Action 1")]
        protected virtual IEnumerable kNAction1(PXAdapter adapter)
        {
            return adapter.Get();
        }
         PXButton()]
         PXUIField(DisplayName = "Action 2")]
        protected virtual IEnumerable kNAction2(PXAdapter adapter)
        {
            return adapter.Get();
        }

         PXButton()]
         PXUIField(DisplayName = "Action 3")]
        protected virtual IEnumerable kNAction3(PXAdapter adapter)
        {
            return adapter.Get();
        }
    }

 

Hello,

I see that ACTION1 ACTION2 and ACTION3 appear both on the toolbar, and they are also visible in the 3 dots menu under “My Actions” section.

Is it possible to have ACTION1 ACTION2 and ACTION3 appear only in the 3 dots menu, but not appear on the toolbar (and only appear there if user marks an action with the “star” as a favorite action)?

Hello,

Along this line, can you add calculations to the projects form?  I went through the process above, but don’t see how to add calculated fields.

I would like to add a calculation called actual income plus pending invoice. In the example below, $408k plus the $112k - $520k. 

Another one for actual income minus retainage

Pending invoice minus retainage.  

Actual expense plus pending expense

We use this to confirm numbers on engineers pay estimates and would be a check on how many invoices are pending approval (mainly subcontract invoices).

@jdresel I’m not sure this is along the same lines, this looks like you’re wanting to add custom fields with specific functions to get a calculation to appear there.

I would recommend to ask this question in the developer section