Hello all! Was wondering if I could get some assistance on a few problems I am running into. I am currently working on a customization on the account budget form as my first project in Epicor and I have a few questions. So the end goal is to be able to have 2 drop downs, one for departments and one for COA based on department. I am able to return the users departments but getting the COA is the stump in the road right now. I would get them from the view but since i’m not using the new button I would have to use the adapter data set right? I am trying to do it with GetByID, but when I trace this is all that is triggered in the trace log is GetById but when I use it, it’s a bool? So how does the bool fill out the data? I would imagine you would have to look through a dataset right? but I don’t see any of that in the trace log. If I run into any more issues I will post on this topic to keep it all in one place. Thank you for reading.
AccountBudgetAdapter aba = new AccountBudgetAdapter(oTrans);
AccountBudgetDataset ABData = aba.AccountBudgetData;
bool gotData = aba.GetByID("MainBook", chart, "D", 2020, "", "CompCal", "Main");
After a little bit of digging, are you sure that adapter includes the GetByID? It looks like it’s in the contract (that’s what you are seeing in the trace) but not in the adapter. The adapter has an OnGetByID method… which calls that GetByID in the background… It all looks very complicated. You’ve picked a heck of a project for your first one.
You may be better off making a BAQ that you can use to populate the data. You would at least have more control.
So is there a way to automate the process like it does on the base form with a business method? Or is the best way doing it like above ^^ and if it is manual how would you pick which view you get with GetByID. I am trying to get the detail but it’s showing head when I set it as datasource. In the BL Tester I get to pick which view.
I can’t set the combobox to a epibinding without having to press “New” when on the default because its defaulted as disabled when it has a epibinding. on the original form you just fill the fiscal year and Gl account and it will input all the data. I just want to add a couple more steps before it inputs the data. I hope I am explaining this well enough.
I’m not getting it… sorry. Can you use screentogif to make a little video so I can see what you see? I’m not understanding what you mean when you say “all the data”. There really isn’t anything on the screen to fill out.
So you just want to set some defaults when making a new budget item right? Have you looked at BPM forms? You should be able to attach a form to the method shown below and then you can design a form to gather the inputs.
Can you try and explain what it is you are trying to do all together (functionally not technically)
IE: User Opens the Form, Clicks a button it does x y and z now, we want it to do x y z and v for reason y.
Just trying to understand what you are trying to do from a functional prospective.