How to ensure a field is updated according to the selected project template?

Hi Laura,

Sorry for the wait in getting back to you. Yep you’re exactly right in what you said in that first paragraph.

The issue is that this Projects screen is heavily customised, it is the main screen that the client uses and there have been many changes that have been applied to ensure it functions the way they would like it to. I will unpublish and let you know what happens.

Would the template field being greyed out mean that it doesn’t have the same effect on fields as it would if you could change the selection? Or does greyed out mean it can’t be changed but still should influence the other fields?

Hi, one more thing you might try is clearing browser cache and then adding project from the preview list. Or try a different browser, different pc. When I add a new project, the template does not self-populate. I think the default template and billing period must be coming from somewhere else, not from the template as it looks today. Such as from a cached copy of the webpage.

Do you have multiple project templates? Or just one? If there are multiples, I wonder how one became “stuck”, how was this template selected as the default? 
 

It may be useful for Support to know your version and edition. I can’t answer your question about code, except to say un-publishing should have removed all custom code.

If you want always inherit values from template and override whatever standard methods or customizations do, you will need to create a customization project and assign the highest priority and inside that either override the Persist method or RowPersisted handler.

in either of these codes you can check to see if TemplateID of the current project is not null and if not then Select from PMProject where ContractID = TemplateID and update the current record desired fields with template values. It’s a pretty straightforward customization.

I did a little blurb for you. Add either of them to your Graph Extension. Either one should do the work (DO NOT use both). First, try the persist and trace to see how it works. You might need to modify the code.

        #region Persist
        public delegate void PersistDelegate();
        [PXOverride]
        public void Persist(PersistDelegate baseMethod)
        {
            PMProject project = Base.Project.Current;
            ContractBillingSchedule projectBilling = Base.Billing.Current;

            if (project != null && project.TemplateID != null)
            {
                PMProject template = SelectFrom<PMProject>
                    .Where<PMProject.contractID.IsEqual<@P.AsInt>>
                    .View.Select(Base, project.TemplateID);

                if (template != null)
                {
                    ContractBillingSchedule templateBilling = SelectFrom<ContractBillingSchedule>
                    .Where<ContractBillingSchedule.contractID.IsEqual<@P.AsInt>
                    .And<ContractBillingSchedule.type.IsNotNull>>
                    .View.SelectWindowed(Base, 0, 1, template.ContractID);

                    if (templateBilling != null && projectBilling != null)
                    {
                        projectBilling.Type = templateBilling.Type;
                        Base.Billing.Update(projectBilling);
                    }
                }
            }

            baseMethod?.Invoke();
        }
        #endregion

        #region RowPersisted
        protected virtual void _(Events.RowPersisted<PMProject> e, PXRowPersisted BaseHandler)
        {
            if (e.Row == null) return;

            // Call Base Handler
            BaseHandler?.Invoke(e.Cache, e.Args);

            if (e.Row.TemplateID != null)
            {
                PMProject template = SelectFrom<PMProject>
                    .Where<PMProject.contractID.IsEqual<@P.AsInt>>
                    .View.Select(e.Cache.Graph, e.Row.TemplateID);

                if (template != null)
                {
                    ContractBillingSchedule templateBilling = SelectFrom<ContractBillingSchedule>
                    .Where<ContractBillingSchedule.contractID.IsEqual<@P.AsInt>
                    .And<ContractBillingSchedule.type.IsNotNull>>
                    .View.SelectWindowed(e.Cache.Graph, 0, 1, template.ContractID);

                    if (templateBilling != null && Base.Billing.Current != null)
                    {
                        Base.Billing.Current.Type = templateBilling.Type;
                    }
                }
            }
        }
        #endregion

What is the priority you have assigned to this new project? Send a screenshot of your customizations here, please.

And Also your Graph Extension Code for this new project. Can you please confirm you are a programmer?

Hello, I am having an issue using this logic to get the Payroll Accounts to populate when a template is selected.  Below are the fields I’m looking at.    I have used the code above to try to get 1 working but because the records are on the PMProject. not detail or related table I think I may be getting an issue with my syntax. 

using PX.Data.EP;
using PX.Data.ReferentialIntegrity.Attributes;
using PX.Data.SQLTree;
using PX.TM;
using PX.Objects.TX;
using PX.Api;
using PX.Data;
using PX.Data.DependencyInjection;
using PX.LicensePolicy;
using PX.Objects.AP;
using PX.Objects.AR;
using PX.Objects.CA;
using PX.Objects.CM.Extensions;
using PX.Objects.Common;
using PX.Objects.CR;
using PX.Objects.CS;
using PX.Objects.CT;
using PX.Objects.EP;
using PX.Objects.Extensions.MultiCurrency;
using PX.Objects.GL;
using PX.Objects.GL.FinPeriods;
using PX.Objects.IN;
using PX.SM;
using System;
using System.Collections;
using System.Collections.Generic;
using System.Linq;
using PX.Data.BQL.Fluent;
using PX.Data.BQL;
using PX.Common;
using PX.Objects.PO;
using PX.Objects.SO;
using PX.Objects.CR.Extensions;
using PX.Objects;
using PX.Objects.PM;

namespace PX.Objects.PM
{
  public class ProjectEntry_Extension : PXGraphExtension<PX.Objects.PM.ProjectEntry>
  {
   #region RowPersisted
        protected virtual void _(Events.RowPersisted<PMProject> e, PXRowPersisted BaseHandler)
        {
            if (e.Row == null) return;

            // Call Base Handler
            BaseHandler?.Invoke(e.Cache, e.Args);

            if (e.Row.TemplateID != null)
            {
                PMProject template = SelectFrom<PMProject>
                    .Where<PMProject.contractID.IsEqual<@P.AsInt>>
                    .View.Select(e.Cache.Graph, e.Row.TemplateID);

                if (template != null)
                {
                    PMProject templateAccounts = SelectFrom<PMProject>
                    .Where<PMProject.contractID.IsEqual<@P.AsInt>
                    .And<PMProject.EarningsAcctID.IsNotNull>>
                    .View.SelectWindowed(e.Cache.Graph, 0, 1, template.ContractID);

                    if (templateAccounts != null && Base.ProjectProperties.Current != null)
                    {
                        Base.ProjectProperties.Current.EarningsAcctID = templateAccounts.EarningsAcctID;
                    }
                }
            }
        }
        #endregion

  }

 }

Error: 

\App_RuntimeCode\ProjectEntry.cs(59): error CS0426: The type name 'EarningsAcctID' does not exist in the type 'PMProject'