How do I add a field to a tracker list?

Yahoo Archive
1
Thanks, that should help.



Mike



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
that_guyy
Sent: Monday, July 09, 2012 4:22 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: How do I add a field to a tracker list?





If you are on 9.04 or better you can use the "Field Help' option from the
Help menu to help determine the field's source:
1. First unhide one of the fields to the grid.
2. Then pull up a Supplier that will populate the gride with data.
3. Activate the Field Help sidebar from Help > Field Help
4. Switch the Field Help view to 'Technical Details'
5. Then Retreive some data in the grid and place your cursor in the field
you need to determine the DB source.
6. In the Field Help pane find the field that says 'DB Field:' this should
be the source DB Table.

-Rick Bird
IT Software Administrator
Rowmark, LLC.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Mike
Numbers" <mnumbers@...> wrote:
>
> Is there a way to identify which table the Date01-15 fields in the
> collection come from ?
>
> It appears both PODetail and PORel have Dates01-20.
>
>
>
> Mike
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
> that_guyy
> Sent: Monday, July 09, 2012 2:56 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: How do I add a field to a tracker list?
>
>
>
>
>
> Which PO date do you need?
> Most of the time this can be done with a personalization. By default
Epicor
> Developers only show fields they think you need to see, however there are
> other fields in the dataset but they are hidden. You can view these fields
> and unhide them by:
> 1. Open Supplier Tracker
> 2. Select 'Personalization' from the 'Tools' menu. The screen will change
to
> look similar to Customization Mode, but the toolbox will be different.
> 3. Select the list form object from the program that you want to add to.
The
> toolbox options will change.
> 4. In the toolbox you will see a 'Layout' section with a 'Columns' setting
> that says 'Collection' next to it. This is a drop down of all the fields
> currently available for the list.
> 5. Hide/Unhide the fields you wish to add.
> 6. Select OK.
> For Safe Measure
> 7. Right click on the list view and select 'Save Layouts'
> 8. Select 'Save Layouts' from the Tools menu.
> This is per user.
>
> There are other options:
> 1. Create a new BAQ & Dashboard that has all the data that is needed and
> replace the tab via a customization with your dashboard.
> 2. Create a Data Directive or BPM to populate/update one of the Date UD
> fields that are available in the list view with the actual data from the
> real field. Then just set this UD field to be visible and change it's
label.
> 3. Go into customization mode, select the list view. Then from the
> Customization Tools Dialog select Data Tools... from the Tools menu. Here
> you can create a new list or under 'Custom Column Like' you can define a
> foregin key relationship with another table and pull that field in. (It's
> been awhile since I did this, but the Epicor Tools User Guide should help
> you. I think there maybe a knownledgebase article on it, I will try to
post
> it if I can find it again.)
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
> "mike.numbers" <mnumbers@> wrote:
> >
> > I have done some customizations to screens. I can add a field and bind
it
> to the database on a "standard" screen, but I have been asked to add the
PO
> dates to the supplier tracker purchase order tab. This tab is a list
versus
> the "standard" display. Looking with developer and customization, I cannot
> see how I can add fields to the existing list. Can someone point me in the
> right direction on how to do this?
> >
> > 9.04.507a
> > TIA
> > Mike
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
2
I have done some customizations to screens. I can add a field and bind it to the database on a "standard" screen, but I have been asked to add the PO dates to the supplier tracker purchase order tab. This tab is a list versus the "standard" display. Looking with developer and customization, I cannot see how I can add fields to the existing list. Can someone point me in the right direction on how to do this?

9.04.507a
TIA
Mike
3
Which PO date do you need?
Most of the time this can be done with a personalization. By default Epicor Developers only show fields they think you need to see, however there are other fields in the dataset but they are hidden. You can view these fields and unhide them by:
1. Open Supplier Tracker
2. Select 'Personalization' from the 'Tools' menu. The screen will change to look similar to Customization Mode, but the toolbox will be different.
3. Select the list form object from the program that you want to add to. The toolbox options will change.
4. In the toolbox you will see a 'Layout' section with a 'Columns' setting that says 'Collection' next to it. This is a drop down of all the fields currently available for the list.
5. Hide/Unhide the fields you wish to add.
6. Select OK.
For Safe Measure
7. Right click on the list view and select 'Save Layouts'
8. Select 'Save Layouts' from the Tools menu.
This is per user.

There are other options:
1. Create a new BAQ & Dashboard that has all the data that is needed and replace the tab via a customization with your dashboard.
2. Create a Data Directive or BPM to populate/update one of the Date UD fields that are available in the list view with the actual data from the real field. Then just set this UD field to be visible and change it's label.
3. Go into customization mode, select the list view. Then from the Customization Tools Dialog select Data Tools... from the Tools menu. Here you can create a new list or under 'Custom Column Like' you can define a foregin key relationship with another table and pull that field in. (It's been awhile since I did this, but the Epicor Tools User Guide should help you. I think there maybe a knownledgebase article on it, I will try to post it if I can find it again.)

--- In vantage@yahoogroups.com, "mike.numbers" <mnumbers@...> wrote:
>
> I have done some customizations to screens. I can add a field and bind it to the database on a "standard" screen, but I have been asked to add the PO dates to the supplier tracker purchase order tab. This tab is a list versus the "standard" display. Looking with developer and customization, I cannot see how I can add fields to the existing list. Can someone point me in the right direction on how to do this?
>
> 9.04.507a
> TIA
> Mike
>
4
Thanks for the response.



Unfortunately the dates I need are not in the collection. I need to decide
which of the options will be the easiest.



Thanks again, I learned another programming tip.



Mike



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
that_guyy
Sent: Monday, July 09, 2012 2:56 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: How do I add a field to a tracker list?





Which PO date do you need?
Most of the time this can be done with a personalization. By default Epicor
Developers only show fields they think you need to see, however there are
other fields in the dataset but they are hidden. You can view these fields
and unhide them by:
1. Open Supplier Tracker
2. Select 'Personalization' from the 'Tools' menu. The screen will change to
look similar to Customization Mode, but the toolbox will be different.
3. Select the list form object from the program that you want to add to. The
toolbox options will change.
4. In the toolbox you will see a 'Layout' section with a 'Columns' setting
that says 'Collection' next to it. This is a drop down of all the fields
currently available for the list.
5. Hide/Unhide the fields you wish to add.
6. Select OK.
For Safe Measure
7. Right click on the list view and select 'Save Layouts'
8. Select 'Save Layouts' from the Tools menu.
This is per user.

There are other options:
1. Create a new BAQ & Dashboard that has all the data that is needed and
replace the tab via a customization with your dashboard.
2. Create a Data Directive or BPM to populate/update one of the Date UD
fields that are available in the list view with the actual data from the
real field. Then just set this UD field to be visible and change it's label.
3. Go into customization mode, select the list view. Then from the
Customization Tools Dialog select Data Tools... from the Tools menu. Here
you can create a new list or under 'Custom Column Like' you can define a
foregin key relationship with another table and pull that field in. (It's
been awhile since I did this, but the Epicor Tools User Guide should help
you. I think there maybe a knownledgebase article on it, I will try to post
it if I can find it again.)

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"mike.numbers" <mnumbers@...> wrote:
>
> I have done some customizations to screens. I can add a field and bind it
to the database on a "standard" screen, but I have been asked to add the PO
dates to the supplier tracker purchase order tab. This tab is a list versus
the "standard" display. Looking with developer and customization, I cannot
see how I can add fields to the existing list. Can someone point me in the
right direction on how to do this?
>
> 9.04.507a
> TIA
> Mike
>





[Non-text portions of this message have been removed]
5
Is there a way to identify which table the Date01-15 fields in the
collection come from ?

It appears both PODetail and PORel have Dates01-20.



Mike



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
that_guyy
Sent: Monday, July 09, 2012 2:56 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: How do I add a field to a tracker list?





Which PO date do you need?
Most of the time this can be done with a personalization. By default Epicor
Developers only show fields they think you need to see, however there are
other fields in the dataset but they are hidden. You can view these fields
and unhide them by:
1. Open Supplier Tracker
2. Select 'Personalization' from the 'Tools' menu. The screen will change to
look similar to Customization Mode, but the toolbox will be different.
3. Select the list form object from the program that you want to add to. The
toolbox options will change.
4. In the toolbox you will see a 'Layout' section with a 'Columns' setting
that says 'Collection' next to it. This is a drop down of all the fields
currently available for the list.
5. Hide/Unhide the fields you wish to add.
6. Select OK.
For Safe Measure
7. Right click on the list view and select 'Save Layouts'
8. Select 'Save Layouts' from the Tools menu.
This is per user.

There are other options:
1. Create a new BAQ & Dashboard that has all the data that is needed and
replace the tab via a customization with your dashboard.
2. Create a Data Directive or BPM to populate/update one of the Date UD
fields that are available in the list view with the actual data from the
real field. Then just set this UD field to be visible and change it's label.
3. Go into customization mode, select the list view. Then from the
Customization Tools Dialog select Data Tools... from the Tools menu. Here
you can create a new list or under 'Custom Column Like' you can define a
foregin key relationship with another table and pull that field in. (It's
been awhile since I did this, but the Epicor Tools User Guide should help
you. I think there maybe a knownledgebase article on it, I will try to post
it if I can find it again.)

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"mike.numbers" <mnumbers@...> wrote:
>
> I have done some customizations to screens. I can add a field and bind it
to the database on a "standard" screen, but I have been asked to add the PO
dates to the supplier tracker purchase order tab. This tab is a list versus
the "standard" display. Looking with developer and customization, I cannot
see how I can add fields to the existing list. Can someone point me in the
right direction on how to do this?
>
> 9.04.507a
> TIA
> Mike
>





[Non-text portions of this message have been removed]
6
If you are on 9.04 or better you can use the "Field Help' option from the Help menu to help determine the field's source:
1. First unhide one of the fields to the grid.
2. Then pull up a Supplier that will populate the gride with data.
3. Activate the Field Help sidebar from Help > Field Help
4. Switch the Field Help view to 'Technical Details'
5. Then Retreive some data in the grid and place your cursor in the field you need to determine the DB source.
6. In the Field Help pane find the field that says 'DB Field:' this should be the source DB Table.

-Rick Bird
IT Software Administrator
Rowmark, LLC.



--- In vantage@yahoogroups.com, "Mike Numbers" <mnumbers@...> wrote:
>
> Is there a way to identify which table the Date01-15 fields in the
> collection come from ?
>
> It appears both PODetail and PORel have Dates01-20.
>
>
>
> Mike
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> that_guyy
> Sent: Monday, July 09, 2012 2:56 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: How do I add a field to a tracker list?
>
>
>
>
>
> Which PO date do you need?
> Most of the time this can be done with a personalization. By default Epicor
> Developers only show fields they think you need to see, however there are
> other fields in the dataset but they are hidden. You can view these fields
> and unhide them by:
> 1. Open Supplier Tracker
> 2. Select 'Personalization' from the 'Tools' menu. The screen will change to
> look similar to Customization Mode, but the toolbox will be different.
> 3. Select the list form object from the program that you want to add to. The
> toolbox options will change.
> 4. In the toolbox you will see a 'Layout' section with a 'Columns' setting
> that says 'Collection' next to it. This is a drop down of all the fields
> currently available for the list.
> 5. Hide/Unhide the fields you wish to add.
> 6. Select OK.
> For Safe Measure
> 7. Right click on the list view and select 'Save Layouts'
> 8. Select 'Save Layouts' from the Tools menu.
> This is per user.
>
> There are other options:
> 1. Create a new BAQ & Dashboard that has all the data that is needed and
> replace the tab via a customization with your dashboard.
> 2. Create a Data Directive or BPM to populate/update one of the Date UD
> fields that are available in the list view with the actual data from the
> real field. Then just set this UD field to be visible and change it's label.
> 3. Go into customization mode, select the list view. Then from the
> Customization Tools Dialog select Data Tools... from the Tools menu. Here
> you can create a new list or under 'Custom Column Like' you can define a
> foregin key relationship with another table and pull that field in. (It's
> been awhile since I did this, but the Epicor Tools User Guide should help
> you. I think there maybe a knownledgebase article on it, I will try to post
> it if I can find it again.)
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "mike.numbers" <mnumbers@> wrote:
> >
> > I have done some customizations to screens. I can add a field and bind it
> to the database on a "standard" screen, but I have been asked to add the PO
> dates to the supplier tracker purchase order tab. This tab is a list versus
> the "standard" display. Looking with developer and customization, I cannot
> see how I can add fields to the existing list. Can someone point me in the
> right direction on how to do this?
> >
> > 9.04.507a
> > TIA
> > Mike
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>