Skip to main content

Low Code | No Code Customizations or Integrations

Dicussions for users and power users (citizen developers) that have no or limited developer experience focused on customizations or integrations that do not require Code or use of the Customization Project Editor.

  • 335 Topics
  • 1,238 Replies
335 Topics
R
Varsity I
rashmikamudalinayake10Varsity I
asked in Low Code | No Code Customizations or Integrations
Changing the color of Grid field based on value

There are two columns, namely X and Y, in a grid. I need the following functionality: When the value in X is lower than the value in Y, the X field color should change to red. andWhen the value in Y is lower than the value in X, the Y field color should change to red.Example:For example, if X = 3 and Y = 6, the X field should appear in red.For example, if X = 8 and Y = 5, the Y field should appear in red. How to achieve this, I need steps on how and code if possible.Note: I do not want to highlight the entire row, only the specific field.

302
darylbowman
Captain II
1 day ago
J
Varsity I
jzhuVarsity I
asked in Low Code | No Code Customizations or Integrations
Pop-up Note triggered by an Action

Hi! Right now we have a dialog box created for the ‘Close’ action on the cases screen for case owners to put in closure notes when closing a case.Is there a way to also add a pop-up note/reminder when user hit ‘close’? Are pop-up notes and dialog box the same in customization? Thanks!

535
J
Varsity I
1 day ago
dcomerford
Captain I
dcomerfordCaptain I
asked in Low Code | No Code Customizations or Integrations
Add Related Svc. Doc Type and Nbr to mobile app Expense Receipt

I am trying to add the following two fields to the Expense receipt on the mobile app update screen EP301020 {  update container "ClaimDetails" {        add field "DetailsFieldServiceDetails#RelatedSvcDocType" {          placeafter field "DetailsFinancialDetailsExpenseReceipt#Location"          pickerType = Searchable          }        add field "DetailsFieldServiceDetails#RelatedSvcDocNbr" {          placeafter field "DetailsFieldServiceDetails#RelatedSvcDocType"          pickerType = Searchable          }   }   }The fields appear on the screen but when i select a Service or Appointment document it throws an error. I suspect it is because the field is a NoteID but it is trying to save the Order Reference. 

80
dcomerford
Captain I
7 days ago
dcomerford
Captain I
dcomerfordCaptain I
asked in Low Code | No Code Customizations or Integrations
Open URL from mobile app Apple Device

We have added a new URL field to the Opportunity screen and on the mobile app we have it set to open the URLupdate screen CR304000 { update container "OpportunitySummary" {   add field "GoogleDriveLink" {   special = 'UrlOpen"   placeafter field "Contact"   } }}The url requires a username and password and on an Android device the URL opens and once the user has logged in once and saved the password they are never asked for the login again when the open the URL.On an Apple Device it asks for the username and password everything. Is there anything we can do to make the Apple Device behave the same way as the Android device. We tested it with a Google Drive link but also using the facebook URL as an example also.

110
dcomerford
Captain I
8 days ago
Michaelh
Semi-Pro II
MichaelhSemi-Pro II
asked in Low Code | No Code Customizations or Integrations
PowerBi Integration to Acumatica Dashboard

I saw this post:  I’ve also tried following those instructions, but right at the beginning I’m seeing a difference between the guide and the links it gives you.The first step is to sign in, by selecting the following:  The above image no longer appears on the registration page, we now get: The issue is that this doesn’t seem to update, the sign in button sends me to:https://powerbi.microsoft.com/en-us/developers/which still doesn’t sign me in, so I click SIGN IN at the top and am redirected to my PowerBI portal, but the registration form still doesn’t see me signed in and is stuck on Step #1. I’m kind of dead in the water for getting a dashboard widget configured now.Anyone have a guide for connecting these two platforms that is current? Or am I missing a step?

151513
S
Freshman II
10 days ago
H
harlane
asked in Low Code | No Code Customizations or Integrations
How to add UDF/Attribute with control type "selector" to a screen?

I am trying to add a UDF with control type “selector” to the main part of a screen, but I get the following error when I do that.To start from the beginning - I added an attribute with control type “Selector”:Attribute with control type “selector"​​​​Then I added it as a UDF to the PO screen, which shows up on the “User Defined Fields” tab as a selector:UDF on User-Defined Fields tab of PO screenHowever, when I try to add it to the main part of the screen, it shows up as control type “TextEdit” instead of “Selector”.Data Field with control type TextEditI can select the control type and change it to “Selector” before I add it to the screen.  This works and shows up on the PO screen correctly as a selector, however, when I load the PO list GI (which is replaces the PO entry screen), I get the error in the screenshot at the top of this post:Also, when I open the customization project again and go to that screen, I get a similar error, with just a bit more info:But if I haven’t backed up m

421
darylbowman
Captain II
13 days ago
A
Varsity I
ashleybVarsity I
asked in Low Code | No Code Customizations or Integrations
Cannot be cast to error on report designer form

Hello - We have a custom AR Invoice form which includes some custom fields created using a customization project. I just added some additional custom fields to this project but with the no coding method and now the previous fields are showing up on the report with an error. At first view, it produces results fine but then when I refresh the errors appear. Is there something I need to change on the customization?Here is the full error message:[A]PX.Objects.AR.CCMBSMM_ARRegisterExt cannot be cast to [B]PX.Objects.AR.CCMBSMM_ARRegisterExt.Type A originates from 'gvuedunh, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null' in the context 'LoadNeither' in a byte array.Type B originates from 'titsnhbc, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null' in the context 'LoadNeither' in a byte array. 

332
A
Varsity I
14 days ago
A
Varsity I
ashleybVarsity I
asked in Low Code | No Code Customizations or Integrations
Cannot be cast to error on custom form

Hello - We have a custom AR Invoice form which includes some custom fields created using a customization project. I just added some additional custom fields to this project but with the no coding method and now the previous fields are showing up on the report with an error. At first view, it produces results fine but then when I refresh the errors appear. Is there something I need to change on the customization?This appears to be the full error message:A]PX.Objects.AR.CCMBSMM_ARRegisterExt cannot be cast to [B]PX.Objects.AR.CCMBSMM_ARRegisterExt. Type  

342
A
Varsity I
14 days ago
A
Varsity I
ashleybVarsity I
asked in Low Code | No Code Customizations or Integrations
How to delete new field before its been published in customization

Hello! Is there a way I can delete a new field I created in a customization project before it has been published? I tried to publish it but received the below error message and then tried to redo it by using the same field name and am now receiving duplicate error messages:  

312
A
Varsity I
17 days ago
C
Freshman I
carl.brooksFreshman I
posted in Low Code | No Code Customizations or Integrations
Smartsheet Integration

Hello peeps.I have been asked to test the Smartsheet integration and just wondered is it possible to test on a trial account or do I need to sign up to a Smartsheet plan? Also the information on the integration with Smartsheet seems sparse, if anyone has any extra detailed information it would be really cool if you could share that with me.Many thanksCarl

52610
Mary06
Freshman I
20 days ago
G
Freshman I
GenDataFreshman I
asked in Low Code | No Code Customizations or Integrations
Cannot deserialize the current JSON array

We have a BigCommerce store we are using with Acumatica and syncing using Acumatica’s BigCommerce Connector.  Within BigCommerce, we are using the B2B Edition module.We are seeing errors in the connector that are preventing the successful syncing of both orders and customer information.  The errors start with “Cannot deserialize the current JSON array”.  I don’t have a clue what this means or how to even begin to troubleshoot or fix it.  Hoping someone can help.Here are the full error messages:Sales Order:Cannot deserialize the current JSON array (e.g. [1,2,3]) into type 'BBTB.API.Helper.B3Order' because the type requires a JSON object (e.g. {"name":"value"}) to deserialize correctly.To fix this error either change the JSON to a JSON object (e.g. {"name":"value"}) or change the deserialized type to an array or a type that implements a collection interface (e.g. ICollection, IList) like List<T> that can be deserialized from a JSON array. JsonArrayAttribute can also be added to the

1154
Chris Hackett
Community Manager
22 days ago
R
Freshman I
rpearson69Freshman I
asked in Low Code | No Code Customizations or Integrations
How to expand Searching under Transactions and Profiles to more lines

Hello Everyone, I would like to know if it’s possible to expand the “Transactions and Profiles” tab of the search bar to more than 10 lines. If it is possible how would I go about doing this?   

50
R
Freshman I
23 days ago
K
Freshman I
KShepherdFreshman I
asked in Low Code | No Code Customizations or Integrations
Help adding Related Appointment # to the Sales Order>Invoices GI

Hi. I am looking to add in the related Service Appointment Number to the Sales Orders>Invoices GI.  Since the only place that number exists is in the FSARTran table, I added that in, but can’t get my relationships right.  Here’s what I have now in the Relations tab.  I found previous input on this forum ..   Getting this error every time:   

131
Laura02
Captain II
24 days ago
C
Freshman I
cgndmFreshman I
asked in Low Code | No Code Customizations or Integrations
List as entry point navigation settings

Where a “list as entry point” has been created and replaces the original entry screen, how do I change the navigation logic so it will launch a new tab instead of launching inline on the same tab? Clarification… The list I’m referring to is a custom form. It not built from a GI.

484
Dipak Nilkanth
Jr Varsity II
26 days ago
P
Freshman I
phillipmarottaFreshman I
asked in Low Code | No Code Customizations or Integrations
Using Attributes with a Selector Type as an Attribute

Acumatica has a feature to create Attributes,  Attributes can be used for both Screen UDF and as Attributes within an entity; ( like Customer Attributes, Item Attribute, Project Attributes). There is a limitation that an Attribute with a Selector type ( ie Sales person ), is not available to the Attributes within an entity either using Customer Class, Project Attributes).  I do not agree with this limitation.  ( See Acumatica Case 404426) .So, the choice is to create a Combo Box Attribute, that is available to the entity attributes; however the client needs to maintain two screens for the same concept ( sales person profile and sales person combo box attribute).  or have to spend customization dollars to synch this up.  The goal is to use more no code.  Alternate 2 - is to create the Selector Attribute, assign it as a Screen UDF; but screen UDF do not copy from Project Quote to Project),  again I will need to use a customization project to accomplish. (no code vs code).    A simple sol

110
P
Freshman I
27 days ago
M
Varsity I
mnecaiseVarsity I
asked in Low Code | No Code Customizations or Integrations
Is it possible to add the hover/preview function to UDFs?

We have several text UDFs and are wanting to preview data, that is longer than the width of the field, by hovering over the field. The functionality exists in out of the box fields, so can this be extended to UDFs? With the character limit on UDFs being a lot longer than the width of the field, it isn’t very user friendly to have to use the cursor/arrows in order to read the data in full. 

632
M
Varsity I
28 days ago