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How to extend Attributes feature to other areas, such as activities screen?

  • May 13, 2021
  • 4 replies
  • 395 views

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Hello,

Regarding the Attributes screen and setup (CS205000). This is a great way to add custom fields to something, such as business account profiles.

However there a way to make attributes an option on the Activities screen, and for the individual Activity types?

So that if Activity Type X is chosen, there is an option to add an attribute regarding that Activity Type.

Is this possible? 

Best answer by Irina

Hello @dan_00,

There is no such functionality at the time. Also, please note that the attributes being replaced with the user-defined fields. However, the Activities form does not support UDFs either. I would suggest to submit this as an idea on https://community.acumatica.com/ideas

4 replies

Irina
Community Manager
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  • Acumatica Platform Analyst
  • Answer
  • May 13, 2021

Hello @dan_00,

There is no such functionality at the time. Also, please note that the attributes being replaced with the user-defined fields. However, the Activities form does not support UDFs either. I would suggest to submit this as an idea on https://community.acumatica.com/ideas


Shawn Burt
Jr Varsity I
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  • Jr Varsity I
  • May 13, 2021

Not sure this is what you had in mind but you can do a customization to add the new field(s) you want.

I use Attributes to drive the values available in a dropdown. So it is a custom field on the activity screen rather than in an Attributes or UDF tab.


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  • Author
  • Freshman I
  • May 14, 2021

Thank you for that info @Irina 

Interesting idea @shawn98 I will give look into it.


Shawn Burt
Jr Varsity I
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  • Jr Varsity I
  • May 14, 2021

let me know if you need any help, I could probably create a sample mod for you