Creating a Custom Grid on the Customer Screen (AR303000) in Acumatica

Question

I want to create a grid (similar to the “Salespersons” tab) on the Customer screen (ScreenID: AR303000), but instead of Salespersons, I want to display Employees linked to the customer.

My goal is to display a list of employee records related to the customer in a separate tab using a grid view.

I'm currently trying to create this through a Customization Project (not by writing code), but I haven't been able to set it up correctly.

Has anyone done this before or could help me understand how to create a custom grid with a separate data source and view on the Customer screen?

Any help or example would be greatly appreciated!

Best regards,
Pantea

Django · Accepted Answer

I don’t think you’ll be able to do this without writing code. The view, itself, will have to be written. Once that’s done, the rest can be done without writing anything and just using the designers.

You’ll need to create a graph extension because you’re introducing new business logic to that screen. It won’t be a complicated one but that’s where you’ll introduce the BQL statement view that will be the source of data for your grid. Once you have that in place and it is published, you’ll see the view in the designers and you can then add the various columns that you want to display.

Django · Answer

Part 3 of the T210 course Customized Forms and Master-Detail Retationship shows all the steps on how to do this type of customization. I’d recommend reading that.

The overview is that you’ll create a Graph Extension for your customer screen.

In the graph extension code, you’ll declare a view that will pull the records from the table or tables where the data is stored and include current customer in the Where clause of the BQL statement.

Publish that.

Then, using the screen designer, you’ll be able to create the new tab and add a grid to that tab. You’ll connect the grid to your new view from the graph extension and that will allow you to add columns from the result set to that grid.

There are some subtitles and settings that aren’t obvious, so I’d use the documentation from the course as your guide.

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