+3Hello,
How do I customize the behavior of Role and Type under Relation tab of Business Account? I add new role via Automation Steps below but how can I default a Type based on Role selected? For example if IT Consultant is selected in Role the default Type is Prospect.
Best answer by Naveen Boga
We can achieve this by having small customization. Based on the ROLE, we have default a type.
Please find the customization code below.
public class BusinessAccountMaintExt : PXGraphExtension<BusinessAccountMaint>
{
protected virtual void CRRelation_TargetType_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e, PXFieldDefaulting InvokeBaseHandler)
{
InvokeBaseHandler?.Invoke(sender, e);
var row = (CRRelation)e.Row;
if (row == null) return;
if (row.Role == "ITConsultant")
{
e.NewValue = "Prospect";
}
}
}Hope this helps!!
+19We can achieve this by having small customization. Based on the ROLE, we have default a type.
Please find the customization code below.
public class BusinessAccountMaintExt : PXGraphExtension<BusinessAccountMaint>
{
protected virtual void CRRelation_TargetType_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e, PXFieldDefaulting InvokeBaseHandler)
{
InvokeBaseHandler?.Invoke(sender, e);
var row = (CRRelation)e.Row;
if (row == null) return;
if (row.Role == "ITConsultant")
{
e.NewValue = "Prospect";
}
}
}Hope this helps!!
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