Hi! Team ,
I have created custom dashboard and taken field of GLJrnGrp.GroupID and I want right click function to open Journal entry form but the condition would be , those groupID is selected at dashboard the same GroupID would be open when journal entry opens.
Your views would be appreciated!
Classic? Kinetic? Which version?
kinetic
Look at the out of the box process that opens AR invoice entry from an RMA credit. That launches into a specific group. Can probably copy their methods.
I have created custom dashboard and taken field of GLJrnGrp.GroupID and I want right click function to open Journal entry form but the condition would be , those groupID is selected at dashboard the same GroupID would be open when journal entry opens.
A few things might work, depending of what the field is in the BAQ.
Is there a call context menu for the field? Is the BAQ field set to be “Like” the field you want to right click open with as?
I have taken Like field and checked , it open only journal entry form , it is not taking selected line , GroupID.
I have checked by context menu as well.. That also opens only journal entry . That is not picking GroupID parameter.
I have checked , custom context Menu as well ..That also did not work..
{
“options”: {
“valueIn”: “GLJrnGrp.GroupID”,
“contextValue”: {
“Param1”: “%GLJrnGrp.GroupID%”
}
}
}
I have checked by app open event also. it opens journal entry but did not take GroupID parameter or journalnum parameter from dashboard.
That would be great , if any expert solve this puzzle.
You need a custom layer on Journal Entry so you can add an event to capture the ValueIn being passed by the context menu.
Create a custom layer on Journal Entry.
Create a new event (name it whatever you want):
Trigger: Event > After > SysAfterInitialize
row-update: GroupKeyField.GroupID
Value: "%session.context.initialValueIn.ValueIn%"
Save and Publish the Layer.
If you don’t already have a custom MENU for Journal Entry, you’ll need to do that as well.
Find Journal Entry in Menu Maintenance, copy to current company (from action/overflow menu). Set it to open in Kinetic. Add you custom layer that you just created.
Save the new menu.
Your NEW Journal Entry menu, which now has your NEW custom layer applied, will now fire your NEW event… which will update the GroupKeyField.GroupID value that is being passed by the Context Menu.
Results:
Right-click on a GroupID… Choosing GL Journal Entry (from my added context menu as it did not exist out of the box)
I can watch my event fire and load the “ValueIn”
Thank you so much for your valuable words.I just want to know , what event I need to trigger from my dashboard end. Should I just need to create context menu and added to dashboard by Like command or I need to write and event for the same. Please help me from dashboard end also ..
If I need to write event from my dashboard end also then , please help me which event I need to write and which column I need to take in my valueIN , BAQ field or dahsbaordview.Coloumn..
Should I take this ?
“valueIn”: “GLJrnGrp.GroupID”,
or
This ..
“valueIn”: “{[JVLevel1Approval_0_0].[GLJrnHed_GroupID]}”
I just did a quick BAQ to so I could access some GroupID’s (we only had one in our Pilot database). I just let the context menu do the work.
You may not need an event on your dashboard side. The context menu will pass the GroupID value, you just need an event on Journal Entry to catch it.
Love this ..I will try ..
