Adding New UD Row to Case Entry form

[bkmartens (Brandon Martens)]

I’ve been reading though several threads about adding a new UD table. Not sure if this is accurate, but from what I can tell, not all forms are created equal when adding UD rows. I need help on what I’m doing wrong.

I’m trying a add a new UD row on the Case Entry form. My objective is to add a new CAPA (Corrective Action Preventative Action) per Case Number if required. I’ve already added the new Tabs per the Sheet Wizard.

After adding the sheets, I added a User defined Table as a Child. See steps below

I then added en epiUltraGrid and Binded UD14View to the form.

I save a restart the form. When I go to add a new UD row, I get nothing to return.

Is there a step I’m missing?

See code below

// **************************************************
// Custom code for HelpDeskForm
// Created: 8/7/2023 1:20:31 PM
// **************************************************

extern alias Erp_Contracts_BO_SalesOrder;
extern alias Erp_Contracts_BO_Quote;
extern alias Erp_Contracts_BO_Customer;
extern alias Erp_Contracts_BO_RMAProc;
extern alias Erp_Contracts_BO_Vendor;
extern alias Erp_Contracts_BO_Reason;

using System;
using System.ComponentModel;
using System.Data;
using System.Diagnostics;
using System.Windows.Forms;
using Erp.Adapters;
using Erp.UI;
using Ice.Lib;
using Ice.Adapters;
using Ice.Lib.Customization;
using Ice.Lib.ExtendedProps;
using Ice.Lib.Framework;
using Ice.Lib.Searches;
using Ice.UI.FormFunctions;

public class Script
{
// ** Wizard Insert Location - Do Not Remove ‘Begin/End Wizard Added Module Level Variables’ Comments! **
// Begin Wizard Added Module Level Variables **

private UD14Adapter _ud14Adapter;
private EpiDataView _edvHDCase;
private DataTable UD14_Column;
private EpiDataView _edvUD14;
private string _Key1UD14;
private string _Key2UD14;
private string _Key3UD14;
private string _Key4UD14;
private string _Key5UD14;
private DataView HDCase_DataView;
// End Wizard Added Module Level Variables **

// Add Custom Module Level Variables Here **

public void InitializeCustomCode()
{
	// ** Wizard Insert Location - Do not delete 'Begin/End Wizard Added Variable Initialization' lines **
	// Begin Wizard Added Variable Initialization

	InitializeUD14Adapter();
	this._Key1UD14 = string.Empty;
	this._Key2UD14 = string.Empty;
	this._Key3UD14 = string.Empty;
	this._Key4UD14 = string.Empty;
	this._Key5UD14 = string.Empty;
	this.baseToolbarsManager.ToolClick += new Infragistics.Win.UltraWinToolbars.ToolClickEventHandler(this.baseToolbarsManager_ToolClickForUD14);
	this.HelpDeskForm.BeforeToolClick += new Ice.Lib.Framework.BeforeToolClickEventHandler(this.HelpDeskForm_BeforeToolClickForUD14);
	this.HelpDeskForm.AfterToolClick += new Ice.Lib.Framework.AfterToolClickEventHandler(this.HelpDeskForm_AfterToolClickForUD14);
	this.HDCase_Row.EpiRowChanged += new EpiRowChanged(this.HDCase_AfterRowChangeForUD14);
	this.HDCase_DataView = this.HDCase_Row.dataView;
	this.HDCase_DataView.ListChanged += new ListChangedEventHandler(this.HDCase_DataView_ListChangedForUD14);
	this.HDCase_Row.BeforeResetDataView += new Ice.Lib.Framework.EpiDataView.BeforeResetDataViewDelegate(this.HDCase_BeforeResetDataViewForUD14);
	this.HDCase_Row.AfterResetDataView += new Ice.Lib.Framework.EpiDataView.AfterResetDataViewDelegate(this.HDCase_AfterResetDataViewForUD14);
	// End Wizard Added Variable Initialization

	// Begin Wizard Added Custom Method Calls

	// End Wizard Added Custom Method Calls
}

public void DestroyCustomCode()
{
	// ** Wizard Insert Location - Do not delete 'Begin/End Wizard Added Object Disposal' lines **
	// Begin Wizard Added Object Disposal

	if ((this._ud14Adapter != null))
	{
		this._ud14Adapter.Dispose();
		this._ud14Adapter = null;
	}
	this._edvUD14 = null;
	this._edvHDCase = null;
	this.UD14_Column = null;
	this._Key1UD14 = null;
	this._Key2UD14 = null;
	this._Key3UD14 = null;
	this._Key4UD14 = null;
	this._Key5UD14 = null;
	this.baseToolbarsManager.ToolClick -= new Infragistics.Win.UltraWinToolbars.ToolClickEventHandler(this.baseToolbarsManager_ToolClickForUD14);
	this.HelpDeskForm.BeforeToolClick -= new Ice.Lib.Framework.BeforeToolClickEventHandler(this.HelpDeskForm_BeforeToolClickForUD14);
	this.HelpDeskForm.AfterToolClick -= new Ice.Lib.Framework.AfterToolClickEventHandler(this.HelpDeskForm_AfterToolClickForUD14);
	this.HDCase_Row.EpiRowChanged -= new EpiRowChanged(this.HDCase_AfterRowChangeForUD14);
	this.HDCase_DataView.ListChanged -= new ListChangedEventHandler(this.HDCase_DataView_ListChangedForUD14);
	this.HDCase_DataView = null;
	this.HDCase_Row.BeforeResetDataView -= new Ice.Lib.Framework.EpiDataView.BeforeResetDataViewDelegate(this.HDCase_BeforeResetDataViewForUD14);
	this.HDCase_Row.AfterResetDataView -= new Ice.Lib.Framework.EpiDataView.AfterResetDataViewDelegate(this.HDCase_AfterResetDataViewForUD14);
	this._edvHDCase.AddEnabled = true;
	// End Wizard Added Object Disposal

	// Begin Custom Code Disposal

	// End Custom Code Disposal
}

private void InitializeUD14Adapter()
{
	// Create an instance of the Adapter.
	this._ud14Adapter = new UD14Adapter(this.oTrans);
	this._ud14Adapter.BOConnect();

	// Add Adapter Table to List of Views
	// This allows you to bind controls to the custom UD Table
	this._edvUD14 = new EpiDataView();
	this._edvUD14.dataView = new DataView(this._ud14Adapter.UD14Data.UD14);
	this._edvUD14.AddEnabled = true;
	this._edvUD14.AddText = "New UD14";
	if ((this.oTrans.EpiDataViews.ContainsKey("UD14View") == false))
	{
		this.oTrans.Add("UD14View", this._edvUD14);
	}

	// Initialize DataTable variable
	this.UD14_Column = this._ud14Adapter.UD14Data.UD14;

	// Initialize EpiDataView field.
	this._edvHDCase = ((EpiDataView)(this.oTrans.EpiDataViews["HDCase"]));

	// Set the parent view / keys for UD child view
	string[] parentKeyFields = new string[1];
	string[] childKeyFields = new string[1];
	parentKeyFields[0] = "HDCaseNum";
	childKeyFields[0] = "Key1";
	this._edvUD14.SetParentView(this._edvHDCase, parentKeyFields, childKeyFields);

	if ((this.oTrans.PrimaryAdapter != null))
	{
		// this.oTrans.PrimaryAdapter.GetCurrentDataSet(Ice.Lib.Searches.DataSetMode.RowsDataSet).Tables.Add(this._edvUD14.dataView.Table.Clone())
	}

}

private void GetUD14Data(string key1, string key2, string key3, string key4, string key5)
{
	if ((this._Key1UD14 != key1) || (this._Key2UD14 != key2) || (this._Key3UD14 != key3) || (this._Key4UD14 != key4) || (this._Key5UD14 != key5))
	{
		// Build where clause for search.
		string whereClause = "Key1 = \'" + key1 + "\' And Key2 = \'" + key2 + "\' And Key3 = \'" + key3 + "\' And Key4 = \'" + key4 + "\'";
		System.Collections.Hashtable whereClauses = new System.Collections.Hashtable(1);
		whereClauses.Add("UD14", whereClause);

		// Call the adapter search.
		SearchOptions searchOptions = SearchOptions.CreateRuntimeSearch(whereClauses, DataSetMode.RowsDataSet);
		this._ud14Adapter.InvokeSearch(searchOptions);

		if ((this._ud14Adapter.UD14Data.UD14.Rows.Count > 0))
		{
			this._edvUD14.Row = 0;
		} else
		{
			this._edvUD14.Row = -1;
		}

		// Notify that data was updated.
		this._edvUD14.Notify(new EpiNotifyArgs(this.oTrans, this._edvUD14.Row, this._edvUD14.Column));

		// Set key fields to their new values.
		this._Key1UD14 = key1;
		this._Key2UD14 = key2;
		this._Key3UD14 = key3;
		this._Key4UD14 = key4;
		this._Key5UD14 = key5;
	}
}

private void GetNewUD14Record()
{
	DataRow parentViewRow = this._edvHDCase.CurrentDataRow;
	// Check for existence of Parent Row.
	if ((parentViewRow == null))
	{
		return;
	}
	if (this._ud14Adapter.GetaNewUD14())
	{
		string hdcasenum = parentViewRow["HDCaseNum"].ToString();

		// Get unique row count id for Key5
		int rowCount = this._ud14Adapter.UD14Data.UD14.Rows.Count;
		int lineNum = rowCount;
		bool goodIndex = false;
		while ((goodIndex == false))
		{
			// Check to see if index exists
			DataRow[] matchingRows = this._ud14Adapter.UD14Data.UD14.Select("Key5 = \'" + lineNum.ToString() + "\'");
			if ((matchingRows.Length > 0))
			{
				lineNum = (lineNum + 1);
			} else
			{
				goodIndex = true;
			}
		}

		// Set initial UD Key values
		DataRow editRow = this._ud14Adapter.UD14Data.UD14.Rows[(rowCount - 1)];
		editRow.BeginEdit();
		editRow["Key1"] = hdcasenum;
		editRow["Key2"] = string.Empty;
		editRow["Key3"] = string.Empty;
		editRow["Key4"] = string.Empty;
		editRow["Key5"] = lineNum.ToString();
		editRow.EndEdit();

		// Notify that data was updated.
		this._edvUD14.Notify(new EpiNotifyArgs(this.oTrans, (rowCount - 1), this._edvUD14.Column));
	}
}

private void SaveUD14Record()
{
	// Save adapter data
	this._ud14Adapter.Update();
}

private void DeleteUD14Record()
{
	// Check to see if deleted view is ancestor view
	bool isAncestorView = false;
	Ice.Lib.Framework.EpiDataView parView = this._edvUD14.ParentView;
	while ((parView != null))
	{
		if ((this.oTrans.LastView == parView))
		{
			isAncestorView = true;
			break;
		} else
		{
			parView = parView.ParentView;
		}
	}

	// If Ancestor View then delete all child rows
	if (isAncestorView)
	{
		DataRow[] drsDeleted = this._ud14Adapter.UD14Data.UD14.Select("Key1 = \'" + this._Key1UD14 + "\' AND Key2 = \'" + this._Key2UD14 + "\' AND Key3 = \'" + this._Key3UD14 + "\' AND Key4 = \'" + this._Key4UD14 + "\'");
		for (int i = 0; (i < drsDeleted.Length); i = (i + 1))
		{
			this._ud14Adapter.Delete(drsDeleted[i]);
		}
	} else
	{
		if ((this.oTrans.LastView == this._edvUD14))
		{
			if ((this._edvUD14.Row >= 0))
			{
				DataRow drDeleted = ((DataRow)(this._ud14Adapter.UD14Data.UD14.Rows[this._edvUD14.Row]));
				if ((drDeleted != null))
				{
					if (this._ud14Adapter.Delete(drDeleted))
					{
						if ((_edvUD14.Row > 0))
						{
							_edvUD14.Row = (_edvUD14.Row - 1);
						}

						// Notify that data was updated.
						this._edvUD14.Notify(new EpiNotifyArgs(this.oTrans, this._edvUD14.Row, this._edvUD14.Column));
					}
				}
			}
		}
	}
}

private void UndoUD14Changes()
{
	this._ud14Adapter.UD14Data.RejectChanges();

	// Notify that data was updated.
	this._edvUD14.Notify(new EpiNotifyArgs(this.oTrans, this._edvUD14.Row, this._edvUD14.Column));
}

private void ClearUD14Data()
{
	this._Key1UD14 = string.Empty;
	this._Key2UD14 = string.Empty;
	this._Key3UD14 = string.Empty;
	this._Key4UD14 = string.Empty;
	this._Key5UD14 = string.Empty;

	this._ud14Adapter.UD14Data.Clear();

	// Notify that data was updated.
	this._edvUD14.Notify(new EpiNotifyArgs(this.oTrans, this._edvUD14.Row, this._edvUD14.Column));
}

private void baseToolbarsManager_ToolClickForUD14(object sender, Infragistics.Win.UltraWinToolbars.ToolClickEventArgs args)
{
	// EpiMessageBox.Show(args.Tool.Key);
	switch (args.Tool.Key)
	{
		case "EpiAddNewNew UD14":
			GetNewUD14Record();
			break;

		case "ClearTool":
			ClearUD14Data();
			break;

		case "UndoTool":
			UndoUD14Changes();
			break;
	}
}

private void HelpDeskForm_BeforeToolClickForUD14(object sender, Ice.Lib.Framework.BeforeToolClickEventArgs args)
{
	// EpiMessageBox.Show(args.Tool.Key);
	switch (args.Tool.Key)
	{
		case "SaveTool":
			SaveUD14Record();
			break;
	}
}

private void HelpDeskForm_AfterToolClickForUD14(object sender, Ice.Lib.Framework.AfterToolClickEventArgs args)
{
	// EpiMessageBox.Show(args.Tool.Key);
	switch (args.Tool.Key)
	{
		case "DeleteTool":
			if ((args.Cancelled == false))
			{
				DeleteUD14Record();
			}
			break;
	}
}

private void HDCase_AfterRowChangeForUD14(EpiRowChangedArgs args)
{
	// ** add AfterRowChange event handler
	string hdcasenum = args.CurrentView.dataView[args.CurrentRow]["HDCaseNum"].ToString();
	GetUD14Data(hdcasenum, string.Empty, string.Empty, string.Empty, string.Empty);
}

private void HDCase_DataView_ListChangedForUD14(object sender, ListChangedEventArgs args)
{
	// ** add ListChanged event handler
	string hdcasenum = HDCase_DataView[0]["HDCaseNum"].ToString();
	GetUD14Data(hdcasenum, string.Empty, string.Empty, string.Empty, string.Empty);
}

private void HDCase_BeforeResetDataViewForUD14(object sender, EventArgs args)
{
	// ** remove ListChanged event handler
	this.HDCase_DataView.ListChanged -= new ListChangedEventHandler(this.HDCase_DataView_ListChangedForUD14);
}

private void HDCase_AfterResetDataViewForUD14(object sender, EventArgs args)
{
	// ** reassign DataView and add ListChanged event handler
	this.HDCase_DataView = this.HDCase_Row.dataView;
	this.HDCase_DataView.ListChanged += new ListChangedEventHandler(this.HDCase_DataView_ListChangedForUD14);
}

}

[balmon (Bobby Almon)]

Maybe I’m missing something, but I’m not following why you are trying do all this. You start by saying you want to add a UD Field and then you end in rows. If you just want to add a UD field to capture a CAPA number or even text box, I would probably just utilize/add the UD fields associated with case entry, it would make your life easier. Adding a Child UD table would only be helpful if you need to capture multiple CAPAs per case

[bkmartens (Brandon Martens)]

@balmon, my apologies. I need to to add a UD table. We are using case entry to determine one root cause, identify and investigate the part and quality problems, and take corrective and/or preventive action to prevent the recurrence.

Our thought process is, if a case needs a CAPA entry, a new UD Entry would capture the Date, Supplier, Description, Due Date, Date Complete, Corrective Actions and Preventive actions. A case might have several corrective an preventative actions depending on the root cause.

Is there a better way to do this or am I on the right track?

[balmon (Bobby Almon)]

You’re on the right track but there’s a process to make this work correctly. Epicor has it documented pretty well in the customization user guide. I’d recommend downloading off Epicweb and following the steps listed. Epicor ICE Customization User Guide

we never used case management, but I pulled it up in E9, and there’s a lot of links. Is it possible for you to leverage any of the existing programs to obtain your needs? For example, if you have Field Service could you create field service calls to track your CAPA that link the case? and then all you have to do is setup a Type of Field service call for CAPA…just a thought.