How to add a conversion to the menu

How can I add a specific conversion to the menu with menu maintenance?

For example I want the User Run conversion called End Activity on Labor Header Transactions Process to be runnable by a production manager. But we don’t necessarily want the production manager to be able to run all the other conversions in the list.

Is there a way to add specific conversions to the menu such that a user of our choosing can run it?

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I mean, I have an Epicor Function (library) that can run a conversion.

For example, fixing the JobAsmbl tables is something I occasionally have scheduled to run at night. (CVJC0012 aka 620)

In App Studio you could call a Function from a button…

You trying to do this in classic?

We’re using the Kinetic interface as we’re on 10.2.700.

Yeah… App Studio was pretty buggy in 10.2…

Well anyway, there is not much to the Function.

This is the service

Screenshot 2024-10-16 122508

And this is the Function (replace the conversion ID as applicable).

And this is how I knew that:

@klincecum could give you 150 lines of code to accomplish the same thing, though, since “code is easier.” :wink:

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how dare you picard GIF

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Okay I made the function following those steps.

But how can it be added to menu maintenance? I have not made a function before…

I can edit things on menu maintenance like screens and such but how do you add a function to menu maintenance?

If you’re going down this path, I think this is what you would need to do.

Create some kind of dashboard (which you CAN call from a menu)… that dashboard would include a button/event which then calls the Function.

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Good point, in 10.2.700, you had to start with a dashboard or UD table, in order to work in App Studio. (In later versions, you can start with a blank app.)

But you can delete the guts of the dashboard and then just slap the button on there.

I think it’s a rest-erp widget that you need for the event.

I’m estimating less than 10 lines :laughing:

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Ha, I know it’s sarcasm and poking fun and all, but I guess I never thought about this - App Studio has no way to “code” an event, right? You are forced to use widgets there.

Wow, do we need an emotional support group for that?

:people_hugging:

What is the simplest way to add a button to a blank form? I’ve never heard of App Studio until this thread. Are there tutorials on using App Studio to do that?

Edit, I’m gonna have to watch a YT video and see what it’s all about.

Jack Nicholson Yes GIF

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And nor should there be. Put code in functions and call them.

When I was part of the first company that purchased Epicor, the rep told us how the new version (V8) was a total do-over. The front-end and back-end developers were separated because they didn’t want business logic in the client. The client developers used what was available but didn’t prevent code from being in the client. And we know how that worked out with upgrading more often…

I’m assuming they are not going to let that happen again.

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It’s kind of why I asked if you were trying to do classic (as opposed to Application Studio).

I never got into this level of sophistication in classic, so I don’t know how to add a button in that case. If that’s the plan, then someone else will need to chime in.

If you want to try Application Studio, I can try to advise you, but I fear that half of what I say will be not available - or working at all - in 10.2.700.

General idea, though would be:

  1. Make a dashboard of anything - just do ABC codes or anything very simple.
  2. When you go to, um, publish it (I don’t even remember the term now), there should be a box to check for Kinetic application. Check that and copy the text in that window that we always ignore.
  3. Make a menu item for this dashboard, but instead of Dashboard Assembly, pick “Kinetic App.”
    a. You’ll need the Ice.UIdbd jazz from step 2
  4. Close Epicor and reopen it
  5. Open that menu item
  6. Go to the … (3 dots) menu in the top right and choose Application Studio
    a. Make and save a layer
  7. Edit the page
  8. Delete the panel card grid
  9. Make a new panel card (not panel card grid)
  10. Add a button from the toolbox
  11. Properties > Behavior > On click
    a. This should open an event for the button
  12. Add erp-function widget to the event
  13. Pick your function (and library) from the dropdowns
    a. Make sure the function is promoted first
    b. Also in 10.2, I think you need to populate the API key
  14. Preview and test
  15. And eventually publish it
  16. In Menu Maintenance, apply the layer to the dashboard

I’ll have to look around for doing the event. Again, it should be a rest-erp widget.

EDIT, no, it’s actually called erp-function.

EDIT 2 added more steps

Wait, so our screens are all classic screen versions but the main menu is the Active Kinetic screen.

I think we can have a mix of new Kinectic screens and classic screens though (right?) so I’ll try to follow the general instructions you commented.

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Ha, they beat you to it at some point!

It’s not there for me in 2023.2 (should be at # 660)

But this does exist:

OK, so since I could not do your conversion, I did the previous one (“This program rebuilds Shopload records”).

I call it here:

Preview my design, and click the button:

image

And indeed it is running:

Thank you for the info. I got kinda far, but when I click on the button > behavior, there are is nothing I see that’s available to create any kind of event.

I figured out I have to click on the left hand side to events.

Then I figured out I have to click the trigger checkbox

Which drops a circle on the screen and then changes the right hand to properties which I think I have to choose some things and oh by the way I hope you remember the ID you have the button because you’ll need that. Jeesh!

Now I flip back to toolbox, I’m guessing my way through this broken tangle of bits. I see function there so I’m like okay maybe I’ll drag and drop that onto the form but dragging it to the grid does nothing. You have to actually click on function then it goes into a sub menu and then I can drag the function to the workspace!!! Wow is that super not intuitive. How hard is it to make your buttons look like buttons?! Everything about this App Studio UI is just awful. The team that made it should be ashamed of this product. Like did they do any user testing? I digress, but wow.

Anyway now that I’ve made it this far, where is the spot where I say run my user function?


Doesn’t seem like I can say run the function? Unless there is some magical non-intuitive key combination you have to perform to get it to find my function.

Oh man. See, now it just automatically makes the event and sets up the trigger with the ID etc. Well, you got there the hard way but you got there.

So, I have function and erp-function. I used erp-function.

Here I searched:
image

Or here I just drilled down:

But I am guessing yours is utterly different-looking.

It’s a LOT better now. Not amazing, but very usable.

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CallService<Ice.Contracts.CnvProgsSvcContract>(cnv => cnv.RunsConversion("ERP", "CVJ0012"));

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