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Auto-open / Default Side Panel

  • 13 March 2023
  • 8 replies
  • 173 views
aaghaei
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Hello All,

I am wondering has anyone done something that allows having a default side panel and when a “Data Entry Screen” like AP Bills is loaded to open the default Side Panel automatically without the need to click on side panel buttons? 

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Best answer by Naveen Boga 14 March 2023, 11:35

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Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

8 replies

Kandy Beatty
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Userlevel 7
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Hi @aaghaei 

Are you talking about as soon as you Open an entry form, the Side Panel opens as well? I don’t have side panels on my AP Bills but I do on sales orders:

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Naveen Boga
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Userlevel 7
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@aaghaei  I don’t think we have that option to open the side panel automatically at configuration level and also, just checked at workflows API code and observed that we don’t an option there as well..

 

Naveen B
aaghaei
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Userlevel 7
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@Naveen Boga thank you. I had done my digging and I couldn’t find either. I was hoping maybe someone has done a hack that can share. 

 

@kandybeatty49 Correct. I need to open the “PDF Files” side panel of “Acumatica PDF Annotator” automatically to see the supporting document(s). But the ideal scenario from my perspective is 

  • either Acumatica saves the way you close each page along with side panels and next time open it as was closed/left
  • or the possibility to set a default side panel and a checkbox to let the system know whether automatically open the side panel o
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Rank
Userlevel 7
Badge +16

@Naveen Boga thank you. I had done my digging and I couldn’t find either. I was hoping maybe someone has done a hack that can share. 

 

@kandybeatty49 Correct. I need to open the “PDF Files” side panel of “Acumatica PDF Annotator” automatically to see the supporting document(s). But the ideal scenario from my perspective is 

  • either Acumatica saves the way you close each page along with side panels and next time open it as was closed/left
  • or the possibility to set a default side panel and a checkbox to let the system know whether automatically open the side panel o

Hi @aaghaei 

I think that is a good idea that you could submit. I know it would be helpful!

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
aaghaei
Rank
Userlevel 7
Badge +9

@kandybeatty49 My account is not tied to any company or partner so I can not :)

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Rank
Userlevel 7
Badge +16

@kandybeatty49 My account is not tied to any company or partner so I can not :)

I will do it for you! 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Rank
Userlevel 7
Badge +16

@kandybeatty49 My account is not tied to any company or partner so I can not :)

Here you go! 

https://community.acumatica.com/ideas/auto-open-side-panel-15019

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
aaghaei
Rank
Userlevel 7
Badge +9

@kandybeatty49 My account is not tied to any company or partner so I can not :)

Here you go! 

https://community.acumatica.com/ideas/auto-open-side-panel-15019

Thanks, @kandybeatty49 😊

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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