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Hello,

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.

 

 

Hi @kristianharianja,

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!!

Thank you!

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