Skip to main content
Answer

Auto-open / Default Side Panel

  • March 13, 2023
  • 8 replies
  • 261 views

aaghaei
Captain II
Forum|alt.badge.img+10

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? 

Best answer by Naveen Boga

@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..

 

8 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Captain II
  • March 14, 2023

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:

 


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • Answer
  • March 14, 2023

@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..

 


aaghaei
Captain II
Forum|alt.badge.img+10
  • Author
  • Captain II
  • March 14, 2023

@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

Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Captain II
  • March 14, 2023

@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!


aaghaei
Captain II
Forum|alt.badge.img+10
  • Author
  • Captain II
  • March 14, 2023

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


Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Captain II
  • March 14, 2023

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

I will do it for you! 


Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Captain II
  • March 14, 2023

@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


aaghaei
Captain II
Forum|alt.badge.img+10
  • Author
  • Captain II
  • March 14, 2023

@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 😊