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Custom parameter values

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I’m looking to add a parameter on my sales order GI to filter by statuses, but instead of having all the database values as an option to select from and be limited to select only one value at a time I would like to create my own values (example, Group A, Group B,) and add a condition if Group A is selected than show the orders within these statuses and vise versa, so I can quickly shift my filter between Group A and B and see the relative information.

any solution how this can be accomplished?  

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Best answer by aaghaei 9 March 2023, 23:27

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aaghaei
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You can open the SO3010PL GI and add a column to the result grid as follows (you can add more cases to the Switch as you need)

 

=Switch([SOOrder.Status]='H', 'On Hold',[SOOrder.Status]='P', 'Pending Approval',[SOOrder.Status]='N', 'Open')

 

 

and then you can filter as a normal string field

 

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@aaghaei What is the benefit of this formula? I could've do the same with the original status field.

I did not want to use this method, I wanted to have only 2 options, one for all orders up to the status of “Shipping” and the other one will be all status from “shipping” and further. 

aaghaei
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=Switch([SOOrder.Status]='H', 'Pending',[SOOrder.Status]='P', 'Pending',[SOOrder.Status]='N', 'Shipped')

 

and so on. Map the statuses either to Pending or Shipped and you can easily filter on either one

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@aaghaei  Got it, Thank you.

Are parameter filter values always only the database field values or they can also be the values entered in the GI with a formula?   

aaghaei
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alternatively, you can click on the filter icon on top right of the screen and add two shared filters with “Or” operator, one to include all statuses up to the shipping point and one after. Then you will have to tab in your GI and can easily switch between the tabs

 

 

 

 

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
aaghaei
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@aaghaei  Got it, Thank you.

Are parameter filter values always only the database field values or they can also be the values entered in the GI with a formula?   

On DB Values not the display name if you are meaning to use them in Formulas.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@aaghaei I like the idea of the filter option with different tabs for the statuses, but these advanced filters doesn't get passed to side panels, not sure why :)

aaghaei
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Not sure what you mean it doesn’t pass the parameter. Tabs are in fact the same view that is filtered. Won’t make any difference. See below filtered tab along with side panel

 

 

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@aaghaei the report that I’m trying to get the filter on will be used as a side panel to another report, when you make a GI as a side panel the advanced filters from the side panel report doesn't show up in the side panel 

aaghaei
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I believe you got the answer to your original question. I can not comprehend your point about side panel so I suggest to create a new case with snips and clear explanations that might others can help.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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