Adding branch column to Approvals (EP503010)

Question

Hi,

A client is looking to have the Branch visible on the Approvals screen.

That particular field is not available in the screen editor in the Add Data Fields of the Customization Project.

Any advise on how to get that field published?

Thank you,

Mike

Brian Stevens · Accepted Answer

I’m not familiar with whatever customizations you may have already. As you can see from the screenshot I included, the code works in my environment. Customizing EP503010 is irrelevant as the error itself complains specifically of the DAC extension. Since I don’t have access to your code, I can’t see if Imperium modifies the EPApproval DAC.

Do you by chance have EPApprovalExt defined in the customization project AND in your visual studio extension library? Based on the error, if you are still stuck, I’d try changing the name of your specific DAC Extension to something like EPApprovalExt2 and see if that gets around your issue or helps you isolate the issue.

This message leads me to think you have started defining the field and didn’t finish.

\App_RuntimeCode\EPApproval.cs(34): error CS0311: The type 'PX.Objects.EP.EPApprovalExt.usrBranchID' cannot be used as type parameter 'Field' in the generic type or method 'Current<Field>'. There is no implicit reference conversion from 'PX.Objects.EP.EPApprovalExt.usrBranchID' to 'PX.Data.IBqlField'.

As you can see in my code, the field inherits PX.Data.BQL.BqlInt.Field<usrBranchID> which makes it an IBqlField.

Also, while I tend to apply graph and DAC extensions to the same namespace that the original resides, I believe it is possible to put them in your own namespace. I’ve seen it done both ways through the years.

Brian Stevens · Answer

The screen uses a projection (EPOwned) that inherits from EPApproval and adds fields. The screens with approvals use CacheAttached objects to set the values that are to be presented through EPApproval to fields of the record being approved through that record’s graph. To do this, you need to:

Add UsrBranchID to EPApproval in the database (via the customization project)
Create/Edit a DAC extension to extend EPApproval to include UsrBranchID as a field
Use CacheAttached to populate it
Update the Approval screen to show the Branch field

DAC Extension for EPApproval to add the Branch ID field

using PX.Data;
using PX.Objects.GL;

namespace PX.Objects.EP
{
    public sealed class EPApprovalExt : PXCacheExtension<PX.Objects.EP.EPApproval>
    {
        #region UsrBranchID
         PXDBInt]
         PXSelector(
            typeof(Search<Branch.branchID,
                   Where<Branch.branchID, Equal<Current<usrBranchID>>>>),
            typeof(Branch.branchCD),
            SubstituteKey = typeof(Branch.branchCD)
            )]
         PXUIField(DisplayName = "Branch")]
        public int? UsrBranchID { get; set; }
        public abstract class usrBranchID : PX.Data.BQL.BqlInt.Field<usrBranchID> { }
        #endregion
    }
}

Populating via CacheAttached

Add CacheAttached in a Graph Extension for the object being approved (MyDAC in this case)…

>PXDBInt()]
]PXDefault(typeof(MyDAC.branchID), PersistingCheck = PXPersistingCheck.Nothing)]
protected virtual void EPApproval_UsrBranchID_CacheAttached(PXCache sender) {}

Update the Screen

Now that these are added, after compiling and updating your project with the new DLL, customize the EP503010 screen to add your new UsrBranchID field to the screen.

It is important to note that the Branch ID will appear only on new approvals created after you add the CacheAttached because that CacheAttached is defaulting in the branch ID on the approval record from the DAC being approved. Therefore, it only exists when the approval record is created, and only after adding the CacheAttached to every approval-enabled screen where you want it to appear in the Approvals. As you can see in the example below, only the top record has the branch ID as it is the only one that was created with the CacheAttached as shown above being in place.

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