Any suggestions how to connect the CRActivity.OwnerID field to the SalesPerson.SalesPersonCD field? I need to filter a dashboard KPI that shows open tasks via a parameter using the SalesPerson.SalesPersonCD field.
Answer
Link CRActivity.OwnerID to SalesPerson.SalesPersonCD
Best answer by aaghaei
Yes in DB Designer (SM208600) “Parameters” Tab you can add parameters the same way you add parameters in GI and then use them to pass to the GIs used in Widgets.
I could also make this work if I could connect the CRActivity.OwnerID field to the EPEmployee table somehow, in case that’s an easier ask?
+2
Hi
+10
To be clear what you have attached is a GI, not DB. You had not set up any Parameters and Filters in your GI. You will need to declare your Parameters, Assign those parameters to the fields you want to filter them and then when you run the GI,or later maybe in DB, pass the parameter value. See below:
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*.
Hi
+10Just in DB pass your parameter to widget that uses this GI. Attach your DB here if you can not make it work.
+10Yes in DB Designer (SM208600) “Parameters” Tab you can add parameters the same way you add parameters in GI and then use them to pass to the GIs used in Widgets.
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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