Publish new form to Acumatica

​@bbondura If you’re referring to adding a new or custom report to the site, then from within Report Designer you can just click File > Save to Server and then click OK.

The report is now on the server and just needs to be added to the site map. So navigate to the site map, click the + to add a new line and give it a new screen ID, Title, and then for the URL you’ll need to use:

~/Frames/ReportLauncher.aspx?ID=AR641500.rpx, except change out the reportID (AR641500) for your reportID and then click Save.

The report is now on the site map but the default access for new screens is Revoked for everyone. So click Tools > Access Rights… and if you added a workspace to the site map line then you’ll find your report in that workspace, if you left the workspace field blank, then it’s in the Hidden folder at the bottom of the Access Rights by Screen form.

Locate your report and set proper access for who needs to see it and that’s all you need to do!

Hi ​@bbondura,

Create the Screen (which sets revoked for all roles) > Save the Report to the Screen > Give Access to the Screen

On the Site Map, find where you want to save it, and base it off the area. Example, PO Receipt Test Form New that I did.

Add a new Row>Give it a Screen ID > Title > Copy one of the Frames/ReportLauncher… URLs from another screen > Change the Report ID at the end of the URL to the ScreenID > Give it a WorkSpace and a Category
 

Then, on the report, save to Server with the ID that you put at the end of the URL above (the Screen ID) > Give it a Version Description, then Save as New Version.

Lastly, on Access Rights by screen > Find the screen you created (the workspace and name you saved in step 1) > Give access rights to the Admin and any other roles you’d like”
 

Cheers,

RJ

Hi ​@bbondura, did you get your new form added in?

Hello,

Not yet. I will be trying to work on that today. If not today, this weekend. I have a meeting on Tuesday to go over the form with an employee so I want to make sure it’s loaded in by then. 

Thank you for the guide! That should help a ton.

Brent

Awesome ​@bbondura, keep me posted if you run into any issues. It can be tricky the first time for sure.

Cheers,

RJ

Got it all set up. Seems that I get an error when trying to view it. 

I’m sure it’s something dumb I did in the report. There currently isn’t any variables in the form yet. That might be throwing it off. 

 I’ll have to dig in. Thank you for getting me this far!

Hi ​@bbondura 
If your new form is a .RPX report, here’s the easiest way to get it visible for users:

First, make sure the report file is added to Acumatica usually through a Customization Project. Then, add it to the Site Map so it shows up in the menu. Give it a name people will recognize, and pick where it should appear. Don’t forget to check the access rights, so the right users can open it. Finally, publish your project after that, the report should appear in the menu and be ready to use.

Thanks! I made sure of everything and still get the error. I placed it in the PM portion of the map and gave it the name PM71.10.00 and made sure I named it the same in report creator. Everything seemed to save ok, however when I try and open in via Acumatica I still get the error. I don’t even have the option to add variables to it.

Brent

​@bbondura, does your Report Name ID have the “.”’s in it? If so, those will need to be removed. 
Please feel free to send a picture of the site map and your Save to Server screen on your Report Designer.

I got it…. 

One must remember to put the extension at the end. 🙄

Thank You all! 

Awesome ​@bbondura! Super glad to hear it. Feel free to like and mark an answer to help future community members with the same issue!

Cheers,

-RJ

I was able to get it published and able to create the reference. Currently it is a really small form and only uses the PMProject Data Class. When I enter the Project ID, I get an error but nothing to tell me what is wrong. 

Here are some screen shots of the Schema Browser.

Tables

Like I said, the from is really small and doesn’t require but a fiew fields, all can be pulled from PMProject. Didn’t see the need for a join of any type. That might be where I’ve gone wrong.

I’m sure it’s something simple and stupid i’m missing.. Much like the .RPX file extension.

Brent

Hi ​@bbondura, try PMProject.ContractCD

Looks like that is the key in the DAC for the PMProject table, and is probably why you are getting an error.

That was it! Thank you!

Is there a good resource on here to learn the DAC and tables. Even a good Youtube video? I somewhat understand them but I’m not sure how to properly implement them.

Hi ​@bbondura, sure thing. Here is a YouTube Video with just an overview of them to give you a basic understanding. 

 https://youtu.be/PbwQp18HNPY?si=32qKRbmHuby8q9kf

Hope this helps,

RJ