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Is there a cheat sheet or list anywhere of syntax for formulas and conditions for Generic Inquiries?


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For example I was trying to have a value in the parameter default to blank. after searching through some existing generic inquires I found the =null.

I need to limit a generic inquiry to show only records for that specific user that is logged.  I want the project manager to be able to get a profitability report on projects but only their projects.  I can’t figure out the syntax to put in the “ownerid”  field so it only pulls their projects.

I thought it was @me but that didn’t work.

i think I am going to start compiling a list if it doesn’t exist because it would be helpful to those of us that are fairly new to writing GI.

 

 

Best answer by bwhite49

I don’t know of a good existing resource that compiles it all together. That would be helpful, though a bit of an undertaking.

For the @me parameter to work, you need to use the system PKID. This is a noteID type field for the user. 

All of the CreatedByID  and LastModifiedByID fields connect to the user’s unique PKID. You can find the PKID field in the Users table. In your example for project manager, you can link the project manager to the employee table (EPEmployee), and then from the employee table you can link to the Users table to grab the PKID. 

You can then use @me on the Users.PKID field.

 

 

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2 replies

bwhite49
Pro III
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  • Pro III
  • 102 replies
  • Answer
  • March 21, 2025

I don’t know of a good existing resource that compiles it all together. That would be helpful, though a bit of an undertaking.

For the @me parameter to work, you need to use the system PKID. This is a noteID type field for the user. 

All of the CreatedByID  and LastModifiedByID fields connect to the user’s unique PKID. You can find the PKID field in the Users table. In your example for project manager, you can link the project manager to the employee table (EPEmployee), and then from the employee table you can link to the Users table to grab the PKID. 

You can then use @me on the Users.PKID field.

 

 


BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 711 replies
  • March 21, 2025

@eucciferri35 Similar to what ​@bwhite49 said, though you can also link to UserID from the table needed. It used to be that there was a link from OwnerID but this was deprecated several versions ago. I couldn’t find a functions page for just GIs, but there is one for reports:

https://help.acumatica.com/(W(35))/Help?ScreenId=ShowWiki&pageid=83fa0867-0eaa-4d93-9f9a-92c0f1b384d3

There could be functions in there which aren’t in GI and could be missing some GI specific functions.

Otherwise I would recommend to do the training for GIs and Reports, but it can be really beneficial to just search other GIs and reports as well and get inspiration for your own work. Being in support has been really beneficial for that since I get to see how people use thier functions, but these are also standard SQL functions and should be able to get help on the web also.


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