Ideas for Acumatica

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User Defined Fields (Attributes) - Dynamic Lookup Fields (Generic Inquiry Selector)

The new User Defined Fields functionality in Acumatica 2018 R2 is great because it extends the Attributes capability to A LOT more screens.

Attributes have a number of possible Control Types: Text, Combo, Multi Select Combo, Checkbox, and Datetime

My idea here is to add an additional Control Type option to the screenshot above called Generic Inquiry Selector.

Normally, to add a Lookup field, you need to do a Customization. What appears in the Lookup window is defined by BQL (I think) or some other kind of Developer magic.

The Generic Inquiry Selector would allow a non-developer to add a Dynamic Lookup field to a form.

If you select Generic Inquiry Selector in the Control Type drop down in the screenshot above, then you would have some additional fields and buttons available:

  1. Inquiry Screen
  2. INQUIRY PARAMETERS
  3. Shared Filter to Apply
  4. FILTER SETTINGS

These would be the same fields and buttons that you see when you add a new Dashboard Widget:

One additional field that would need to be available would be called Data Field and would act the same as the Data Field that you see when clicking the FILTER SETTINGS button above:

So that would be 5 new fields/buttons added to the Attributes (CS205000) screen as pictured in the first screenshot above:

  1. Inquiry Screen (field)
  2. INQUIRY PARAMETERS (button)
  3. Shared Filter to Apply (field)
  4. FILTER SETTINGS (button)
  5. Data Field (field)

Then, when a user goes to enter data into this User Defined Field (Attribute) on a screen, it would be a Lookup field with the magnifying glass. All of the fields from the Generic Inquiry would be displayed if you click on the magnifying glass, but the data entry would only be validated against the Data Field.

This would be pretty cool. With this, a non-developer could add dynamic lookup fields to screens.

  • Tim Rodman
  • Jan 14 2019
  • Future consideration
  • Attach files
  • Vladimir Panchenko commented
    January 31, 2019 16:34

    Hi Tim,

    Thank you for the idea! We definitely need this, and this item will be planned for future releases.