Issue with Filtering Custom Fields on Approval Screen

Hi ​@AasthaRai,

Try fetching the data using the FieldSelecting event of the custom fields and assign the value to e.ReturnValue.

Sometimes, filters don't work as expected when data is fetched in the RowSelected event, so using FieldSelecting can help ensure the correct values are retrieved and displayed.

Below link will helps you for the code snippet.

Hope, it helps!

The correct event handler to use would be RowSelecting (providing the records are actually being selected out of the database (in which case RowSelecting won’t run).

This was unfortunate wording. What I meant to say was, the RowSelecting event will only fire when a row is actually selected from the database. This event handler does not work for virtual DACs created on the fly.

​@AasthaRai I had a similar issue where I was able to add custom columns, but the filtering wasn’t working. 
Please see the link below. A PXDBScalar attribute may help you. 

Fields from Joined DACs are empty on Create Purchase Orders screen | Community

​@darylbowman Thanks for the response. I tried using the RowSelecting event, and based on that, the field is displaying correctly as expected. However, the filter is still not able to find records using 'Contains' or 'Equals'.    

​@MichaelShirk I tested with data, but there are many document types present in the Approval screen, and I only want to filter for Bill-type projects. After applying this logic, I started getting an error and the screen fails to open.

​@DipakNilkanth I also tried your code, but the filter still doesn't work.

   protected void EPOwned_UsrProjectId_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e)
   {

       var row = (EPOwned)e.Row;
       if (row == null || row.RefNoteID == null) return;

       string projectCD = string.Empty;

       // === AP Bill ===
       var billResult = PXSelectJoin<PMProject,
      LeftJoin<APTran, On<APTran.projectID, Equal<PMProject.contractID>>,
      LeftJoin<APRegister, On<APTran.refNbr, Equal<APRegister.refNbr>>>>,
     Where<APRegister.noteID, Equal<@P.AsGuid>>>
     .Select(Base, row.RefNoteID).TopFirst;
   
          

       if (billResult != null)
       {
           var project = (PMProject)billResult;
           projectCD = project?.ContractCD?.Trim();
       }

       e.ReturnValue = projectCD;

   }

 #region UsrProjectId

        [PXDBString(255, IsUnicode = true)]
        [PXUIField(DisplayName = "Project ID", Enabled = false)]
        [PXDBScalar(typeof(
            Search2<PMProject.contractCD,
                InnerJoin<APTran, On<PMProject.contractID, Equal<APTran.projectID>>,
                InnerJoin<APRegister, On<APTran.refNbr, Equal<APRegister.refNbr>,
                    And<APTran.docType, Equal<APRegister.docType>>>>>,
                Where<APRegister.noteID, Equal<EPApproval.refNoteID>>>))]
        public string UsrProjectId { get; set; }

        public abstract class usrProjectId : BqlString.Field<usrProjectId> { }

        #endregion

For the sake of thoroughness, could you post your RowSelecting code?

​@darylbowman 

  protected virtual void _(Events.RowSelecting<EPApproval> e)
        {
            var row = e.Row;
            if (row == null || row.RefNoteID == null) return;

            var rowExt = PXCache<EPApproval>.GetExtension<EPApprovalExt>(row);

            // ===== AP Bill =====
            var billResult = PXSelectJoin<PMProject,
                LeftJoin<APTran, On<APTran.projectID, Equal<PMProject.contractID>>,
                LeftJoin<APRegister, On<APTran.refNbr, Equal<APRegister.refNbr>>>>,
                Where<APRegister.noteID, Equal<@P.AsGuid>>>
                .Select(Base, row.RefNoteID).TopFirst;

            if (billResult != null)
            {
                var billProj = (PMProject)billResult;
                if (!string.IsNullOrEmpty(billProj.ContractCD))
                {
                    e.Cache.SetValueExt<EPApprovalExt.usrProjectId>(row, billProj.ContractCD);
                    e.Cache.SetValueExt<EPApprovalExt.usrDescription>(row, billProj.Description);
                    return;
                }
            }

            // ===== PO Order =====
            var poResult = PXSelectJoin<PMProject,
                LeftJoin<POLine, On<POLine.projectID, Equal<PMProject.contractID>>,
                LeftJoin<POOrder, On<POLine.orderNbr, Equal<POOrder.orderNbr>>>>,
                Where<POOrder.noteID, Equal<@P.AsGuid>>>
                .Select(Base, row.RefNoteID).TopFirst;

            if (poResult != null)
            {
                var poProj = (PMProject)poResult;
                if (!string.IsNullOrEmpty(poProj.ContractCD))
                {
                    e.Cache.SetValueExt<EPApprovalExt.usrProjectId>(row, poProj.ContractCD);
                    e.Cache.SetValueExt<EPApprovalExt.usrDescription>(row, poProj.Description);
                    return;
                }
            }



            // ===== Change Order =====
            var coResult = PXSelectJoin<PMProject,
                LeftJoin<PMChangeOrder, On<PMChangeOrder.projectID, Equal<PMProject.contractID>>>,
                Where<PMChangeOrder.noteID, Equal<@P.AsGuid>>>
                .Select(Base, row.RefNoteID).TopFirst;

            if (coResult != null)
            {
                var coProj = (PMProject)coResult;
                if (!string.IsNullOrEmpty(coProj.ContractCD))
                {
                    e.Cache.SetValueExt<EPApprovalExt.usrProjectId>(row, coProj.ContractCD);
                    e.Cache.SetValueExt<EPApprovalExt.usrDescription>(row, coProj.Description);
                    return;
                }
            }

            // Optional: Clear fields if no source matched
            e.Cache.SetValueExt<EPApprovalExt.usrProjectId>(row, null);
            e.Cache.SetValueExt<EPApprovalExt.usrDescription>(row, null);
        }
    }

​@Josiah Lisle  Thanks for the solution — it works in the filter.