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Visibility expression for the project history details report.

ckaitesi
Freshman I
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Hello team,

I’m working on customizing the project history details report (cs600010.rpx) and need assistance setting up a visibility expression. My goal is to configure the report to only display invoices for the billed (Revenue) account group, excluding the unbilled ones.

Could someone guide me on how to write an appropriate visibility expression to achieve this? Any detailed steps and examples would be greatly appreciated.

I have tried using the below expression and yes it does hide the columns, but for everything. 

=IIf([PMAccountGroup.GroupCD] = 'Revenue', True, False)

 

 

Thank you,

Catherine

Best answer by darylbowman

Try this:

=IIf(LCase(Trim([PMAccountGroup.GroupCD]))='revenue', True, False)

 

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    4 replies

    darylbowman
    Captain II
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    If I'm understanding correctly, I believe you'd want that visible expression on detailSection1. This way, the column headers would display correctly for the records that do show. It would simply hide some of the records.

    Another option may be to place a condition on the report data which would filter out the records you don't want to show. It depends if you need them for anything else that's happening.

    Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    ckaitesi
    Freshman I
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    • ckaitesi
    • Author
    • Freshman I
    • 11 replies
    • May 28, 2024

    Hi Darylbowman,

    I've attempted the first option, but it doesn't seem to work as expected. I'm unable to apply a condition to the data because I want the report to display all records while only showing invoices related to records of the revenue account group. This specific report is not visible on the user interface but is accessed through other reports. In this case, we access it by drilling down into the values of the project profit/loss report.

    darylbowman
    Captain II
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    • darylbowman
    • 1716 replies
    • Answer
    • May 28, 2024

    Try this:

    =IIf(LCase(Trim([PMAccountGroup.GroupCD]))='revenue', True, False)

     

    Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    ckaitesi
    Freshman I
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    • ckaitesi
    • Author
    • Freshman I
    • 11 replies
    • May 29, 2024

    Hi Daryl,

    The solution you provided works, thank you😊.

    darylbowman
    Chris Hackett
    2 people like this
    • darylbowman
      darylbowman
    • Chris Hackett
      Chris Hackett

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