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List as entry point navigation settings

  • November 7, 2024
  • 4 replies
  • 63 views

  • Freshman I
  • 10 replies

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.

Best answer by Nilkanth Dipak

@cgndm,

You need to create an action similar to the Edit Detail action in your custom form, allowing you to view the selected record.

 

To open the selected record in a new tab, you can use the following logic:

if (navigate)
helper.NavigateToRow(Records.Current.RefNoteID.Value, PXRedirectHelper.WindowMode.New);

 

Implement the existing code logic of the Edit Detail action from EPApprovalProcess graph in your custom form as per your needs to enable redirection to the selected record.

Hope, it helps!

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4 replies

afomichev
Acumatica Moderator
  • Platform Analyst
  • 17 replies
  • November 9, 2024

Hi @cgndm,

Unfortunately, the ‘inline’ window mode for the list as entry point cannot be set to another type of navigation. The whole idea of this functionality is to replace data entry screen with a list. There are buttons to navigate between them and changing the navigation type can lead to unexpected results.

In your case I can suggest the next solution (I will use Vendors form for example):

  • Disable the Replace Entry Screen option on the Entry Point Tab:
  • After that you will be able to change the Window Mode on the Navigation Tab for the existing navigation:
  • Now you need to publish the GI to the UI because only data entry form is presented. You can define the same location and the same access rights as the form you are going to replace:
  • And I suppose you don’t want to see the data entry form next to the list in the UI menu. To fix that go to the Site Map (SM200520) form, find your data entry form, and clear the Workspace and Category for it:

Now you have only the list in the menu (you can move it to the beginning of the category list):

And navigation will work as you set it in the GI settings:

 

I hope it helps


  • Author
  • Freshman I
  • 10 replies
  • November 9, 2024

Thank you. Those are great instructions I wish I’d found a couple months ago. Having that here will surely help future newbies like me. 

I should have defined my question a little more though. I’ve managed to teach myself pretty well how to navigate Inquiries and separate the entry screen as you described. Where my wish list goes deeper is when the list does not originate from an Inquiry. Here’s a good example. 

As you can see, the gears that turn this approvals screen take me into the customization project editor. I’ve learned how to add the screen and open it in the editor, but that’s where I hit a dead end. I’ve opened every possible menu item and can’t find anything that hints toward the entry point. 

You have no idea how much I appreciate even a tiny bit of help. This is one of many similar items on my wish list. If I only could find a good resource to teach me more about the project editor and how to edit ASPX without completely killing the existing screen we have. 

Another great example, and this one might not technically qualify as a “List”, but the Incoming Documents screen does that same thing where it launches inline. It however navigates through two screens, both inline, and finally landing at the bill entry screen. Once you’ve completed your work in the bill screen, the only way to get back to the incoming documents screen to do the next one is by clicking the back button twice. That just feels clumsy and unnecessary. How can I change the setting so that when I click on an incoming document, it either opens in a new tab, or a new window?   

 


afomichev
Acumatica Moderator
  • Platform Analyst
  • 17 replies
  • November 9, 2024

@cgndm you are right, the ‘lists’ that you have mentioned are not based on the Generic Inquires. They are just “regular” inquiries and most of the settings is located in the code of the business logic of the page.

 

Unfortunately, I am not a customization expert and cannot suggest a solution here. But I am pretty confident that if you want to change the behavior you need to customize the list.

 

If we take a look at the Approvals “list” there is a window mode defined in it (EPApprovalProcess Graph > EditDetail Action):

 

My best guess it that you need to change this value.


Nilkanth Dipak
Semi-Pro I
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  • Semi-Pro I
  • 406 replies
  • Answer
  • November 9, 2024

@cgndm,

You need to create an action similar to the Edit Detail action in your custom form, allowing you to view the selected record.

 

To open the selected record in a new tab, you can use the following logic:

if (navigate)
helper.NavigateToRow(Records.Current.RefNoteID.Value, PXRedirectHelper.WindowMode.New);

 

Implement the existing code logic of the Edit Detail action from EPApprovalProcess graph in your custom form as per your needs to enable redirection to the selected record.

Hope, it helps!


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