Clearing Header Notes on Field Update

Hi @rashmikamudalinayake10  To Set the value for the notes we should use the SetNote and to fetch the notes value and we should use the GetNote.

In your case, you can the set the empty value using SetNote. Below is the example in the link for your reference.

https://stackoverflow.com/questions/49141221/add-note-to-custom-data-record-in-code

@rashmikamudalinayake10,

Also, can share the event or method in which you are clearing the notes? I assume the view of the note section might not be refreshed like other views in the document.

@Vignesh Ponnusamy , @Naveen Boga 

below is my code. what I'm missing here.
 

using PX.Data;
using PX.Data.BQL;
using PX.Data.BQL.Fluent;
using PX.Objects.AR;
using PX.Objects.CR.Extensions.CRDuplicateEntities;
using PX.Objects.CR.Extensions.SideBySideComparison;
using PX.Objects.CR.Extensions.SideBySideComparison.Merge;
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using PX.Objects;
using PX.Objects.CR;
using PX.Common;

namespace PX.Objects.CR
{
	public class BusinessAccountMaint_Extension : PXGraphExtension<PX.Objects.CR.BusinessAccountMaint>
	{
        #region Event Handlers

        protected void BAccount_RowPersisting(PXCache cache, PXRowPersistingEventArgs e)
        {
            var row = (BAccount)e.Row;
            if (row != null)
            {
                var rowExt = PXCache<BAccount>.GetExtension<BAccountExt>(row);

                if (row.NoteID != null)
                {
                    var note = PXSelect<Note,
                        Where<Note.noteID, Equal<Required<Note.noteID>>>>
                        .Select(Base, row.NoteID).FirstOrDefault()?.GetItem<Note>();

                    if (note != null && !string.IsNullOrEmpty(note.NoteText))
                    {
                        string userName = PXAccess.GetUserName();
                        string timeStamp = PXTimeZoneInfo.Now.ToString("yyyy.MM.dd HH:mm:ss");
                        string[] timeStampParts = timeStamp.Split(' ');
                        string datePart = timeStampParts[0];
                        string timePart = timeStampParts[1].Substring(0, 5);

                        string newNote = $"By: {userName} on: {datePart} at: {timePart}{Environment.NewLine}Note: \"{note.NoteText}\"";

                        // Add the new note
                        if (!string.IsNullOrEmpty(rowExt.UsrNotes))
                        {
                            rowExt.UsrNotes = newNote + Environment.NewLine + rowExt.UsrNotes;
                        }
                        else
                        {
                            rowExt.UsrNotes = newNote;
                        }

                        // Persist to UsrNotes
                        cache.SetValueExt<BAccountExt.usrNotes>(row, rowExt.UsrNotes);

                        // Clear the header note
                        note.NoteText = string.Empty;
                        Base.Caches<Note>().Update(note);

                        // Save changes to BAccount
                        cache.Update(row);
                        Base.Caches<Note>().Persist(PXDBOperation.Update);

                        // Clear the caches to refresh the UI
                        Base.Caches<Note>().ClearQueryCache();
                        Base.Caches<Note>().Clear();
                        Base.Views.Caches.Remove(typeof(Note));
                        Base.Caches[typeof(Note)].Clear();
                        Base.Caches[typeof(Note)].ClearQueryCache();

                    }
                }
            }
        }
        #endregion
    }
}

Hi @Naveen Boga 

I tried it in the local instance, but the issue remains the same. However, when I debug, the record is cleared from PXNoteAttribute.SetNote(cache, row, string.Empty);. I need to test it on the server; sometimes it might work.

By the way, thanks @Naveen Boga and @Vignesh Ponnusamy for helping. I’ll update the thread once I test it on the server.

@rashmikamudalinayake10  I verified the above code and it is working as expected. Please double check from your end / verify it in the different instance.

Yes it was an instance issue.

Thanks @Naveen Boga , @Vignesh Ponnusamy