Carry over fields from one screen to another screen

You have the fields created, but you have to give them logic so that it actually transfers over. I would override the UpdateServiceOrderHeader method from within the Create Service Order button to transfer your fields. Use the below extension to override it.

public class SM_CRCaseMaintExt : PXGraphExtension<SM_CRCaseMaint, CRCaseMaint>
{
    public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.serviceManagementModule>();

    public delegate void UpdateServiceOrderHeaderDelegate(ServiceOrderEntry graphServiceOrderEntry, PXCache cache, CRCase crCaseRow, FSCreateServiceOrderOnCaseFilter fsCreateServiceOrderOnCaseFilterRow, FSServiceOrder fsServiceOrderRow, bool updatingExistingSO);

    [PXOverride]
    public virtual void UpdateServiceOrderHeader(ServiceOrderEntry graphServiceOrderEntry, PXCache cache, CRCase crCaseRow, FSCreateServiceOrderOnCaseFilter fsCreateServiceOrderOnCaseFilterRow, FSServiceOrder fsServiceOrderRow, bool updatingExistingSO, UpdateServiceOrderHeaderDelegate baseMethod)
    {
        baseMethod(graphServiceOrderEntry, cache, crCaseRow, fsCreateServiceOrderOnCaseFilterRow, fsServiceOrderRow, updatingExistingSO);

        //Do your changes here

        graphServiceOrderEntry.ServiceOrderRecords.Update(fsServiceOrderRow);
    }
}

Thank you 😊 DrewNisley for your quick response. I have followed you but values are not showing up.
public class CRCaseMaint_Extension : PXGraphExtension<SM_CRCaseMaint, CRCaseMaint>
{
  public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.serviceManagementModule>();

    public delegate void UpdateServiceOrderHeaderDelegate(
        ServiceOrderEntry graphServiceOrderEntry,
        PXCache cache,
        CRCase crCaseRow,
        FSCreateServiceOrderOnCaseFilter fsCreateServiceOrderOnCaseFilterRow,
        FSServiceOrder fsServiceOrderRow,
        bool updatingExistingSO);

    [PXOverride]
    public virtual void UpdateServiceOrderHeader(
        ServiceOrderEntry graphServiceOrderEntry,
        PXCache cache,
        CRCase crCaseRow,
        FSCreateServiceOrderOnCaseFilter fsCreateServiceOrderOnCaseFilterRow,
        FSServiceOrder fsServiceOrderRow,
        bool updatingExistingSO,
        UpdateServiceOrderHeaderDelegate baseMethod)
    {     baseMethod(graphServiceOrderEntry, cache, crCaseRow, fsCreateServiceOrderOnCaseFilterRow, fsServiceOrderRow, updatingExistingSO);
        var caseExt = PXCache<CRCase>.GetExtension<CRCaseExtCustom>(crCaseRow);
        var soExt = PXCache<FSServiceOrder>.GetExtension<FSServiceOrderExt>(fsServiceOrderRow);
        if (caseExt != null && soExt != null)
        {
            // Copy custom fields
            soExt.UsrUnitID = caseExt.UsrUnitID;
            soExt.UsrAssetID = caseExt.UsrAssetID;
            graphServiceOrderEntry.ServiceOrderRecords.Update(fsServiceOrderRow);
        }
    }
}

Can’t we update the fields using sql query instead of code like this and update the action fields in tabs(in field update and action parameters). I tried but didn’t work.
  [PXString(255)]
    [PXUIField(DisplayName = "Unit", Visibility = PXUIVisibility.SelectorVisible)]
       [PXDBScalar(typeof(
            Search<Asset.name,
                Where<UnitAsset.unitid, Equal<CaseExt.usrUnitID>,
                    And<Case.caseCD, Equal<Current<ServiceOrder.sourceRefNbr>>>>,
                OrderBy<Asc<UnitAsset.name>>>
        ))]

 

Did you test saving after updating your field values?

Also your pxdbscalar looks like it is not right, you are referencing 3 DACs besides the DAC your field is on (Asset, UnitAsset, and Case), so if you were trying to use this method you would at least need a join to Case

The fields are set up as non-persisted fields so there’s nothing to save.

The DBScalar formula is incorrect as ​@Josiah Lisle mentioned. It’s very much a sub-select statement in a SQL query so your joins between the three DAC (tables) needs to be in place.

got you ​@Josiah Lisle ​@Django I tried this. 

[PXUIField(DisplayName = "Prop", Enabled = false)]

[PXDefault(typeof(Search<

    OwnerUnitAsset.assetCD,

    InnerJoin<CRCase, On<CRCaseExt.usrAssetID, Equal<OnniDACs.OwnerUnitAsset.assetID>>>,

    Where<CRCase.caseCD, Equal<Current<FSServiceOrder.sourceRefNbr>>>

>))]

​@pkumari Is there a reason as to why you are trying to pull in all these other DACs instead ot just referencing the original Case cache extension value?

​@DrewNisley I was retrieving the unitname(string) associated with a specific unitId(int). For example, given unitId 123, I needed to obtain its corresponding unit name, such as 'happy'. To achieve this, I relied on additional DACs, particularly the OwnerUnitAsset DAC.
However, thanks to your query, I was able to resolve the issue by incorporating the Graph Extension-ServiceOrderEntry.

 public class ServiceOrderEntry_Extension : PXGraphExtension<PX.Objects.FS.ServiceOrderEntry>
 {
  protected void FSServiceOrder_UsrUnitID_FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e)
{
    PXUIFieldAttribute.SetVisible<FSServiceOrderExt.usrUnitID>(sender, null, true);
}
protected void FSServiceOrder_UsrAssetID_FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e)
{
    PXUIFieldAttribute.SetVisible<FSServiceOrderExt.usrAssetID>(sender, null, true);
}  
protected void FSServiceOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
    var row = e.Row as FSServiceOrder;
    if (row == null || row.SourceRefNbr == null)
        return;

    var extOrder = PXCache<FSServiceOrder>.GetExtension<FSServiceOrderExt>(row);

    // Prevent repeated assignment
    if (extOrder.UsrUnitID != null && extOrder.UsrAssetID != null)
        return;

    var caseRecord = PXSelect<CRCase,
        Where<CRCase.caseCD, Equal<Required<CRCase.caseCD>>>>
        .Select(Base, row.SourceRefNbr);

    if (caseRecord != null)
    {
        var extCase = PXCache<CRCase>.GetExtension<CRCaseExtCustom>(caseRecord);

        if (extOrder.UsrUnitID == null && extCase.UsrUnitID != null)
            sender.SetValueExt<FSServiceOrderExt.usrUnitID>(row, extCase.UsrUnitID);

        if (extOrder.UsrAssetID == null && extCase.UsrAssetID != null)
            sender.SetValueExt<FSServiceOrderExt.usrAssetID>(row, extCase.UsrAssetID);
    }
}!--endfragment>!--startfragment>

}

Thanks a lot for helping me out :) ​@DrewNisley​@Josiah Lisle ​@Django