Convert to Project Dialog/Popup acumatica 2025R1

Question

I have a problem with this action when clicking on convert project.

This is what I want. When I click "Convert to Project," the highlighted fields should be checked by default. I added this change, but it doesn't work. When I trace through code, I see that the fields are checked, but when I finish tracing and view the dashboard, they're still unchecked. Please tell me what I'm doing wrong.

My code:

namespace PX.Objects.PM
{
// Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active
public class PMQuoteMaint_Extension : PXGraphExtension<PX.Objects.PM.PMQuoteMaint>
{
#region Event Handlers

public delegate Boolean ValidateQuoteBeforeConvertToProjectDelegate(PMQuote row, ref Int32 productErrorsCount);
[PXOverride]
public Boolean ValidateQuoteBeforeConvertToProject(PMQuote row, ref Int32 productErrorsCount, ValidateQuoteBeforeConvertToProjectDelegate baseMethod)
{

if (Base.ConvertQuoteInfo.View.Answer == WebDialogResult.None)
{
Base.ConvertQuoteInfo.Cache.Clear();

var settings = (ConvertToProjectFilter)Base.ConvertQuoteInfo.Cache.Insert();
Base.ConvertQuoteInfo.Cache.SetValueExt<ConvertToProjectFilter.createLaborRates>(settings, true);
Base.ConvertQuoteInfo.Cache.SetValueExt<ConvertToProjectFilter.activateProject>(settings, true);
Base.ConvertQuoteInfo.Cache.SetValueExt<ConvertToProjectFilter.activateTasks>(settings, true);
Base.ConvertQuoteInfo.Cache.SetValueExt<ConvertToProjectFilter.copyNotes>(settings, true);
Base.ConvertQuoteInfo.Cache.SetValueExt<ConvertToProjectFilter.copyFiles>(settings, true);

Base.ConvertQuoteInfo.Cache.Update(settings);
Base.ConvertQuoteInfo.View.RequestRefresh(); // Refresh panel

}
return baseMethod(row, ref productErrorsCount);
}
#endregion
}
}

Please tell me what my fault is or why it doesn't work, I will be very grateful.

Best answer by SaulGomez61

I looked for the way but I couldn't find how, what I did was initialize the fields with that the solution was solved, I tried it and it works fine

public override void Initialize()
{
var quoteInfo = Base.ConvertQuoteInfo.Current;

if (quoteInfo == null)
return;
quoteInfo.CopyNotes = true;
quoteInfo.CopyFiles = true;
quoteInfo.CreateLaborRates = true;
quoteInfo.ActivateProject = true;
quoteInfo.ActivateTasks = true;
}

SaulGomez61 · Accepted Answer

I looked for the way but I couldn't find how, what I did was initialize the fields with that the solution was solved, I tried it and it works fine

public override void Initialize()
{
var quoteInfo = Base.ConvertQuoteInfo.Current;

if (quoteInfo == null)
return;
quoteInfo.CopyNotes = true;
quoteInfo.CopyFiles = true;
quoteInfo.CreateLaborRates = true;
quoteInfo.ActivateProject = true;
quoteInfo.ActivateTasks = true;
}

DipakNilkanth · Answer

Hi ​@SaulGomez61,Could you please try setting the default value from the Customization Editor using the low-code/no-code customization approach?However this will not work for Copy Notes, Copy Files, Link Activities to project.(you can try with customize attribute from Customization editor)Hope. it helps!

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded