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GI: Conditions Filter: Convert to DEC from Attribute

  • September 16, 2024
  • 4 replies
  • 97 views
chrislower
Jr Varsity III
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Hi everyone,

I’m hoping this is a relatively simple question. I’m working on a Project GI and trying to set a condition that only includes projects with a booked sales amount greater than $1,000. We store the booked sales amount in a User Defined Field.

The issue is that this field is a Text field, which causes problems when applying conditions. I’ve created a calculated field in the Results Grid that converts the text to a decimal (DEC) format, and I use this field for calculations and filtering in reports and dashboards.

What I’m looking for is a way to handle this conversion at the Conditions level, so I don’t have to apply filters manually to every report and dashboard going forward.

Thanks,
Chris Lower

Best answer by chrislower

@darylbowman 

 

That's right, I need to convert it prior to comparing to a set number.  Sounds like that may not be a possible at the moment without utilizing a customization for the new Dec Field.  I will just continue to apply the filter at the report and dashboard level.  Thanks for your help.

 

Chris

    4 replies

    darylbowman
    Captain II
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    I’m not aware of any way to do this. UDFs are inherently limited. The most effective solution would be a custom database decimal field.

    Daryl⚡Freelance Acumatica Developer (MVPx2🏆) for hire ⏩ linkedin.com/in/darylbowman
    Chris Hackett
    chrislower
    H
    Varsity I
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    • hgilbert
    • Varsity I
    • September 18, 2024

    Am I correct in thinking that you need to use a text field ,containing numbers, within a formula?

    I was able to work around this by enclosing fields with cdbl(). This seems to convert to a numeric field and allow calculations.

    In the GI conditions table, select the pencil to open the expressions editor.
    Select conversion and CDbl(x)
    Place your field where the x is.

     


    Hope this helps.

    Helen​​​​​​​

    Helen
    Chris Hackett
    darylbowman
    Captain II
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    Formulas are only enabled on one side of the equals. The tricky bit is that he needs it on both sides:

    CDec(udfField) > 1000.00

    Daryl⚡Freelance Acumatica Developer (MVPx2🏆) for hire ⏩ linkedin.com/in/darylbowman
    Chris Hackett
    chrislower
    Jr Varsity III
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    • chrislower
    • Author
    • Jr Varsity III
    • Answer
    • September 19, 2024

    @darylbowman 

     

    That's right, I need to convert it prior to comparing to a set number.  Sounds like that may not be a possible at the moment without utilizing a customization for the new Dec Field.  I will just continue to apply the filter at the report and dashboard level.  Thanks for your help.

     

    Chris

    darylbowman
    Chris Hackett
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