Sales requested new Reason Codes for one of our Companies, but BL prevents just deleting a Code which is in use. I used a low-tech solution and just added “Zz-donotuse” to the front of the existing descriptions. So the list is functional, but I would really like to either hide the original codes or determine how to filter the dropdown items on this EpiUltraCombo on Quote Entry.
I tried adding a BPM to Task.ChangeConclusion to set Task.ReasonList to our new list, but no change.
Have you tried using a search Filter?
Of course I tried using a search filter… What’s a search filter?
Edit: Oh got it, I don’t think that’s available on an UltraCombo?
I’m not sure if it would be available or would work on an existing form control. But this is what I was talking about…
I’m playing with it now to see if I can get it to filter using a like or contains statement
As far as I can tell, those EpiFilter options only appear for EpiCombos not EpiUltraCombos. I suppose I could try replacing the control…
If it’s calling a GetList to populate the dropdown, you could have a BPM filter it out there… There’s a @timshuwy post about that…
