Skip to main content
Solved

Unable to convert the extended DAC Fields in the Opportunities CR304000 screen classic to Modern UI

  • April 14, 2025
  • 1 reply
  • 35 views

Forum|alt.badge.img
  • Jr Varsity II
  • 17 replies

We are trying to  Extended DAC Fields in the Opportunities header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  
tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Opportunities  screen header section.
classic UI screen shot
 

tried with below 
 

After switch to modern UI showing like below

 

Best answer by Siddu

As per requirements need to add the four columns in the summary level you can do as below.

Remove the existing template and tabs using the remove attribute in the extension.

Split the summary level using split attribute and added code. working as excepted with below code

typescript file code

import { CR304000, CROpportunityHeader, CROpportunityProducts } from "src/screens/CR/CR304000/CR304000";

import { PXFieldState, PXFieldOptions } from "client-controls";

export interface CR304000_FiveFields extends CR304000 { }
export class CR304000_FiveFields { }

export interface CROpportunityHeader_CustomFields extends CROpportunityHeader { }
export class CROpportunityHeader_CustomFields {
    CuryLineTotal: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSLineCostTotal: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSOrderMarginGP: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSOrderMarginPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSOrderMarkUpPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
}

export interface CROpportunityProducts_customfields extends CROpportunityProducts { }
export class CROpportunityProducts_customfields {
    UsrPSDiscUnitPrice: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSUnitCost: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSMarginGP: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSMarkUpPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSMarginPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
}

HTML file code
 


<template>
    <template remove="#form">
    </template>
    <template remove="#tab">
    </template>
    <qp-splitter id="opptSQ" initial-split="65">
        <split-pane>
            <qp-template id="opptform" name="1-1" class="equal-height" qp-collapsible wg-container="Opportunity_form1sq">
                <qp-fieldset id="phF_form_PXLayoutRule0oppsq" slot="A" view.bind="Opportunity">
                    <field name="OpportunityID" pinned></field>
                    <field name="Status"></field>
                    <field name="ClassID" pinned></field>
                    <field name="StageID" pinned></field>
                    <field name="CloseDate" pinned></field>
                </qp-fieldset>
                <qp-fieldset id="phF_form_PXLayoutRule8opp2sq" slot="B" view.bind="Opportunity">
                    <field name="BAccountID" pinned></field>
                    <field name="LocationID" pinned></field>
                    <field name="ContactID" pinned>
                        <qp-include url="src/screens/CR/common/teams/form-teams/form-teams-contact.html"></qp-include>
                    </field>
                    <field name="CuryID" control-type="qp-currency" view.bind="currencyinfo" pinned="false"></field>
                    <field name="OwnerID">
                        <qp-include url="src/screens/CR/common/teams/form-teams/form-teams-owner.html"></qp-include>
                    </field>
                    <field name="Subject" pinned config-type.bind="1" config-rows.bind="3"></field>
                </qp-fieldset>
            </qp-template>
        </split-pane>

        <split-pane>
            <qp-template id="sqform2" name="1-1" class="equal-height" qp-collapsible wg-container="Opportunity_form2sq">
                <qp-fieldset id="phF_form_PXLayoutRule#25oppsq" slot="A" view.bind="Opportunity" class="highlights-section">
                    <field name="ManualTotalEntry"></field>
                    <field name="CuryAmount"></field>
                    <field name="CuryLineDiscountTotal"></field>
                    <field name="CuryDiscTot"></field>
                    <field name="CuryTaxTotal"></field>
                    <field name="CuryProductsAmount"></field>
                    <field name="ChkServiceManagement"></field>
                </qp-fieldset>
                <qp-fieldset id="Estimatedmargins25oppsq" slot="B" view.bind="Opportunity" class="highlights-section" caption="Estimated Margins">
                    <field name="UsrPSLineCostTotal"></field>
                    <field name="UsrPSOrderMarginGP"></field>
                    <field name="UsrPSOrderMarginPerct"></field>
                    <field name="UsrPSOrderMarkUpPerct"></field>
                </qp-fieldset>
            </qp-template>
        </split-pane>
    </qp-splitter>>

    <!-- Tabs -->
    <qp-tabbar id="tab" wg-container="OpportunityCurrent_tab">
        <qp-tab id="tabActivities" caption="Activities" ref="tabActivities_Content"></qp-tab>
        <qp-tab id="tabDetails" caption="Details">
            <qp-grid id="ProductsGrid" view.bind="Products" wg-container="Products_ProductsGrid"></qp-grid>
        </qp-tab>
        <qp-tab id="tabAdditionalInfo" caption="Additional Info" ref="tabAdditionalInfo_Content"></qp-tab>
        <qp-tab id="tabQuotes" caption="Quotes">
            <qp-grid id="gridQuotes" view.bind="Quotes" wg-container="Quotes_formQuotes"></qp-grid>
        </qp-tab>
        <qp-tab id="tabEstimates" caption="Estimates">
            <qp-grid id="gridEstimates" view.bind="OpportunityEstimateRecords"></qp-grid>
        </qp-tab>
        <qp-tab id="tabContact" caption="Contact" ref="tabContact_Content"></qp-tab>
        <qp-tab id="tabAddresses" caption="Addresses" ref="tabAddresses_Content"></qp-tab>
        <qp-tab id="tabAttributes" caption="Attributes" ref="tabAttributes_Content"></qp-tab>
        <qp-tab id="tabTaxes" caption="Taxes">
            <qp-grid id="gridTaxes" view.bind="Taxes" wg-container="Taxes_grid1"></qp-grid>
        </qp-tab>
        <qp-tab id="tabDiscounts" caption="Discounts">
            <qp-grid id="formDiscountDetail" view.bind="DiscountDetails"></qp-grid>
        </qp-tab>
        <qp-tab id="tabRelations" caption="Relations" ref="tabRelations_Content"></qp-tab>
        <qp-tab id="tabSalesForce" caption="SalesForce" ref="tabSalesforce_Content"></qp-tab>
    </qp-tabbar>
</template>

View original
Did this topic help you find an answer to your question?

1 reply

Forum|alt.badge.img
  • Author
  • Jr Varsity II
  • 17 replies
  • Answer
  • April 16, 2025

As per requirements need to add the four columns in the summary level you can do as below.

Remove the existing template and tabs using the remove attribute in the extension.

Split the summary level using split attribute and added code. working as excepted with below code

typescript file code

import { CR304000, CROpportunityHeader, CROpportunityProducts } from "src/screens/CR/CR304000/CR304000";

import { PXFieldState, PXFieldOptions } from "client-controls";

export interface CR304000_FiveFields extends CR304000 { }
export class CR304000_FiveFields { }

export interface CROpportunityHeader_CustomFields extends CROpportunityHeader { }
export class CROpportunityHeader_CustomFields {
    CuryLineTotal: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSLineCostTotal: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSOrderMarginGP: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSOrderMarginPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSOrderMarkUpPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
}

export interface CROpportunityProducts_customfields extends CROpportunityProducts { }
export class CROpportunityProducts_customfields {
    UsrPSDiscUnitPrice: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSUnitCost: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSMarginGP: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSMarkUpPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
    UsrPSMarginPerct: PXFieldState<PXFieldOptions.CommitChanges | PXFieldOptions.Disabled>;
}

HTML file code
 


<template>
    <template remove="#form">
    </template>
    <template remove="#tab">
    </template>
    <qp-splitter id="opptSQ" initial-split="65">
        <split-pane>
            <qp-template id="opptform" name="1-1" class="equal-height" qp-collapsible wg-container="Opportunity_form1sq">
                <qp-fieldset id="phF_form_PXLayoutRule0oppsq" slot="A" view.bind="Opportunity">
                    <field name="OpportunityID" pinned></field>
                    <field name="Status"></field>
                    <field name="ClassID" pinned></field>
                    <field name="StageID" pinned></field>
                    <field name="CloseDate" pinned></field>
                </qp-fieldset>
                <qp-fieldset id="phF_form_PXLayoutRule8opp2sq" slot="B" view.bind="Opportunity">
                    <field name="BAccountID" pinned></field>
                    <field name="LocationID" pinned></field>
                    <field name="ContactID" pinned>
                        <qp-include url="src/screens/CR/common/teams/form-teams/form-teams-contact.html"></qp-include>
                    </field>
                    <field name="CuryID" control-type="qp-currency" view.bind="currencyinfo" pinned="false"></field>
                    <field name="OwnerID">
                        <qp-include url="src/screens/CR/common/teams/form-teams/form-teams-owner.html"></qp-include>
                    </field>
                    <field name="Subject" pinned config-type.bind="1" config-rows.bind="3"></field>
                </qp-fieldset>
            </qp-template>
        </split-pane>

        <split-pane>
            <qp-template id="sqform2" name="1-1" class="equal-height" qp-collapsible wg-container="Opportunity_form2sq">
                <qp-fieldset id="phF_form_PXLayoutRule#25oppsq" slot="A" view.bind="Opportunity" class="highlights-section">
                    <field name="ManualTotalEntry"></field>
                    <field name="CuryAmount"></field>
                    <field name="CuryLineDiscountTotal"></field>
                    <field name="CuryDiscTot"></field>
                    <field name="CuryTaxTotal"></field>
                    <field name="CuryProductsAmount"></field>
                    <field name="ChkServiceManagement"></field>
                </qp-fieldset>
                <qp-fieldset id="Estimatedmargins25oppsq" slot="B" view.bind="Opportunity" class="highlights-section" caption="Estimated Margins">
                    <field name="UsrPSLineCostTotal"></field>
                    <field name="UsrPSOrderMarginGP"></field>
                    <field name="UsrPSOrderMarginPerct"></field>
                    <field name="UsrPSOrderMarkUpPerct"></field>
                </qp-fieldset>
            </qp-template>
        </split-pane>
    </qp-splitter>>

    <!-- Tabs -->
    <qp-tabbar id="tab" wg-container="OpportunityCurrent_tab">
        <qp-tab id="tabActivities" caption="Activities" ref="tabActivities_Content"></qp-tab>
        <qp-tab id="tabDetails" caption="Details">
            <qp-grid id="ProductsGrid" view.bind="Products" wg-container="Products_ProductsGrid"></qp-grid>
        </qp-tab>
        <qp-tab id="tabAdditionalInfo" caption="Additional Info" ref="tabAdditionalInfo_Content"></qp-tab>
        <qp-tab id="tabQuotes" caption="Quotes">
            <qp-grid id="gridQuotes" view.bind="Quotes" wg-container="Quotes_formQuotes"></qp-grid>
        </qp-tab>
        <qp-tab id="tabEstimates" caption="Estimates">
            <qp-grid id="gridEstimates" view.bind="OpportunityEstimateRecords"></qp-grid>
        </qp-tab>
        <qp-tab id="tabContact" caption="Contact" ref="tabContact_Content"></qp-tab>
        <qp-tab id="tabAddresses" caption="Addresses" ref="tabAddresses_Content"></qp-tab>
        <qp-tab id="tabAttributes" caption="Attributes" ref="tabAttributes_Content"></qp-tab>
        <qp-tab id="tabTaxes" caption="Taxes">
            <qp-grid id="gridTaxes" view.bind="Taxes" wg-container="Taxes_grid1"></qp-grid>
        </qp-tab>
        <qp-tab id="tabDiscounts" caption="Discounts">
            <qp-grid id="formDiscountDetail" view.bind="DiscountDetails"></qp-grid>
        </qp-tab>
        <qp-tab id="tabRelations" caption="Relations" ref="tabRelations_Content"></qp-tab>
        <qp-tab id="tabSalesForce" caption="SalesForce" ref="tabSalesforce_Content"></qp-tab>
    </qp-tabbar>
</template>


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings