Trying to display a UD field from Project in a UD field on QuoteHed

[Adrian_Mepham]

Hi everyone,

I’m hoping someone can help me out here. I have a UD field on the Project screen, ‘Specification_c’ and I want to display this on the Quote screen in a UD field ‘Spec_c’. The Project table does not show in the binding options, neither is it available to create a foreign key view. If someone knows how to do this I would be extremely grateful for your help.

Best regards
Adrian

[Carson (Carson Ripple)]

Search for posts on BAQ Data views. Those are a good way to grab related data. Most of the examples will talk about adding the results to a grid, but there’s no reason you have to add it to a grid. You can bind the result to a text box. You would need to be able to create a BAQ that given a certian quote number and line can return the project specification.

[Adrian_Mepham]

Thanks for the reply @Carson, I have made some small progress. I now have the new dataview Project available for binding but it is of course empty. Is it possible to call the actual Project table as a dataview? or do I have to somehow connect my new Project dataview to the actual Project table to get the Specification_c value?
Thanks again
Adrian

[Alex (Alex Villalon)]

I think you are overthinking this if you are using a dropdown you can use a baq to feed that dropdown if not you can go and do it in code where you create a linq query in code and assign the values to the dropdown or to the text box.

[Carson (Carson Ripple)]

Alex is right if you just want some drop down values you can use a BAQ combo. I’m assuming you have a quote line and you want to look up a value in a related project. The code below would create a BAQ data view that called a BAQ QuoteProjectSpec that had QuoteDtl.QuoteNum and QuoteDtl.QuoteLine. Any other fields in the BAQ would now be available as an Epibinding. Each time a new quote line was selected on the screen the BAQ will run and refresh the binding.

//Using using Ice.Lib.Broadcast; 
//Class Level 
BAQDataView projectSpecBAQDV;



public void CreateProjectSpecBAQDV()
{
	projectSpecBAQDV = new BAQDataView(“QuoteProjectSpec”);
	oTrans.Add(“ProjectSpecBAQDV”,projectSpecBAQDV);
	string pubBinding = "QuoteDtl.QuoteNum";
	IPublisher pub = oTrans.GetPublisher(pubBinding);
	if(pub==null)
	{
		string pubName = Guid.NewGuid().ToString();	//there can be an issue with duplicate pubNames on different screens.
		oTrans.PublishColumnChange(pubBinding, pubName);
		pub = oTrans.GetPublisher(pubBinding);
	}
	if(pub !=null)
		projectSpecBAQDV.SubscribeToPublisher(pub.PublishName, "QuoteDtl_QuoteNum");
	pubBinding = "QuoteDtl.QuoteLine";
	IPublisher pub2 = oTrans.GetPublisher(pubBinding);
	if(pub2==null)
	{
		string pubName = Guid.NewGuid().ToString();
		oTrans.PublishColumnChange(pubBinding, pubName);
		pub2 = oTrans.GetPublisher(pubBinding);
	}
	if(pub2 !=null)
		projectSpecBAQDV.SubscribeToPublisher(pub2.PublishName, "QuoteDtl_QuoteLine");
}

[Adrian_Mepham]

Hi @Carson, this is great. Thank you for taking the time to help.
I have a couple of problems though. The code does not run unless I move it into the ‘Initialize Custom Code’ section. Do I have to call it somehow?
I created the BAQ and added the code to publish the Project_Specification_c. It compiles with no errors. How dow do I then bind it to the QuoteHed.Spec_c textbox?
Sorry if the questions are a bit novice like, but this is the first time I have tackled anything like this.
Thanks again for your help.
Best regards
Adrian.

[KMenz (Karen menzie)]

Hi Adrian, this thread might help.

Update QuoteDtl_UD field to Match part_UD field

I have read many similar posts on this but can’t get to a working answer. I have set up a required UD field on the Part_UD table to force anyone entering a new part to fill in which section it should belong to when quoted. (Our quotes print near enough like essays, full of subcategories). I am able to display this Part_ud field in the Quote line, so that the sales rep can see where to expect this line to appear on the quote, however this is via foreign key view customization. Ideally I would…

I wanted a ud field from the part table to pull into a quotedtl ud field, so that when you quoted a part, a text box on the quote line would populate with extra info about the part.

A user called Nancy gave me a working answer in the thread, maybe it can help in your case?

Karen

[Adrian_Mepham]

Thanks @KMenz I will have a look at this. Like a lot of things in E10, there is more than one way of achieving the same result. I have only ever done basic customisations in the past and I am kind of determined to get this working using customisation and of course Caron’s help. I am also learning a great deal. I may, however, implement your suggestion as a short term solution until I can get the customisation working. Thank you for taking the time to help me.
Best regards
Adrian.

[Carson (Carson Ripple)]

In the earlier customization you will need to add a call to CreateProjectSpecBAQDV(); in the Initialize Custom Code section.
Then you can restart the screen and the ProjectSpecBAQDV should be available like all the other epiDataviews to bind to a textbox.

[Adrian_Mepham]

Thak you @Carson. It works!
I have learned a great deal with your help. Such a relief to get this working. Thanks again.
Best regards
Adrian.