I am trying to find a way to change the requisition actions based on the type of requisition being entered. My plan is to have 2 different versions of the Requisition form, one that only handles manufacturing jobs by forcing the radio button on all lines to Job and one that forces all lines to be Other. I would like to have one set of requisition actions for the Jobs and a different one for the Others. I can add a UD field to the requisition action types to use as a flag, but how to I get the lists to change in the dispatch form? I can’t seem to get to the customization view of that form since there aren’t any menus to pick customization from.
I found that I can change the dispatch actions using the EpiFilterAppend for the combo. My next issue is setting the Dispatch tool to use a custom form instead of the default. In all my searching I can’t seem to find a list of the shared properties so I can set the form. I see setting the caption, visibility, and enabled properties but is there one for setting the form to open?
After trial and error I found this article in Epicare which explains that for certain forms the action form must be named the same as the customized main form. After renaming the dispatch forms this works like a charm (and much easier than coding). Knowledge Page - EpicCare (epicor.com)