Does anyone know of any existing functionality around archiving projects that are no longer active? I’d like to be able to archive/inactivate them to the point that they do not show up on search lists when using the search bar.
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Archiving Projects
Best answer by noorula77
Override your field on screen level and add below mentioned code:
[PXMergeAttributes(Method = MergeMethod.Merge)]
[PXRestrictor(typeof(Where<DACName.isActive, Equal<True>>), "Only active records are allowed")] // Restrictor to filter by isActive
OR
[PXSelector( typeof(Search<Project.contractID, Where<Project.isActive, Equal<True>>>), typeof(Project.contractCD), typeof(Project.description), SubstituteKey = typeof(Project.contractCD), DescriptionField = typeof(Project.description))] [PXRestrictor(typeof(Where<Project.isActive, Equal<True>>), "Only active projects are allowed")]
+13Could you clarify what search bar you mean?
Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
Yes, on the Projects Screen. You can see below when I search LEX, it still brings up cancelled/completed jobs. Is there a way to archive jobs to not show up in search (but still be able to access another way?) Reason I ask is, we have been in Acumatica for 4 months. In a few years, this list is going to be extremely long and consist of jobs no longer relevant, making search more cumbersome.
+13I don't believe this is possible out-of-the-box. However, this would be a relatively simple customization.
Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
Hi Leah,
We are new to Acumatica as well and the list you refer to is run from a Generic Inquiry and you can modify the GI to exclude jobs with a certain status.
I have a Project Summary GI that only picks up active projects but the condition can be set to “Does not equal”.
Hope this makes sense
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Override your field on screen level and add below mentioned code:
[PXMergeAttributes(Method = MergeMethod.Merge)]
[PXRestrictor(typeof(Where<DACName.isActive, Equal<True>>), "Only active records are allowed")] // Restrictor to filter by isActive
OR
[PXSelector( typeof(Search<Project.contractID, Where<Project.isActive, Equal<True>>>), typeof(Project.contractCD), typeof(Project.description), SubstituteKey = typeof(Project.contractCD), DescriptionField = typeof(Project.description))] [PXRestrictor(typeof(Where<Project.isActive, Equal<True>>), "Only active projects are allowed")]
1 person likes this
+10Hi
If you want to display only active projects in the selector, it would require a customization.
However, if you're not comfortable with customization, an alternative solution is to apply a filter based on the status (e.g., "Active Projects Only"). This will display only the projects with an active status.
Hope, it helps!
Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
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+13ajmooney wrote:
...the list you refer to is run from a Generic Inquiry
The screenshot she posted is a selector, not a GI. It can't be modified without code.
Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
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