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How to add a pivot table to Acumatica Side Panel with filtering by current values on Screen?

  • 4 November 2022
  • 2 replies
  • 144 views
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Hi there,
I need to add a pivot table onto side panel on SO301000 screen.
First, I created new GI report with needed joins and added pivot table to it. Then I created an action on screen with 'SidePanel' type and set destination screen to my GI report.
As a result, on Side Panel I got only GI "All Records" tab, without "PivotTable" tab.

Does anybody know how to add pivot table to Side Panel of a screen?

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Best answer by andriikravetskyi35 4 November 2022, 15:18

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andriikravetskyi35
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Hi, you can try to create dashboard, add pivot table to it and then add dashboard to side panel.

Please, see the solution by link below:

https://blog.zaletskyy.com/post/2022/10/31/how-to-add-gi-to-side-panel-and-pivot-table-to-side-panel

https://blog.zaletskyy.com || https://acupower.co.uk/posts
R
Rank
Userlevel 1
Badge

Hi, you can try to create dashboard, add pivot table to it and then add dashboard to side panel.

Please, see the solution by link below:

https://blog.zaletskyy.com/post/2022/10/31/how-to-add-gi-to-side-panel-and-pivot-table-to-side-panel

Hi unable to add review this can you resent this link

 

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