Tips: How to add new dropdown field in Acumatica?

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Use Case: Let us assume that a user wants to add a dropdown field in the Summary area of Purchase Orders (PO301000) screen of Acumatica.

The data displayed in the below-mentioned steps are from the U100 dataset of Acumatica.

In order to add a new dropdown field, below mentioned are the steps: 

  1. After logging into Acumatica, create a new project in Customization Projects (SM204505) screen. 
  1. Add the existing Purchase Orders (PO301000) screen.

  1. Now select the Form: Document section in the middle pane and select Add Data Fields tab.

  1. Click on the New Field button under the Add Data Fields tab.

  1. Upon clicking it, a pop-up window will open. Enter the details for the new field and click on OK button as shown below.

  1. Click on Save button and publish the project.

  1. Publishing the project will allow to system to save the field in database and DAC file. 
  1. Now under the Add Data Fields tab, navigate to the newly created field. As we can see here that the control type is TextEdit, change it to ComboBox
  1. And Save the changes.

  1. After saving, the control type will still be displayed as TextEdit.

  1. Navigate to the Data Access section.

  1. Enter the below mentioned code in the rightmost pane of the screen. 
[PXStringList (new string[] {“V1”, “V2”, “V3}, new string[] {“Value 1”, “Value 2”, “Value 3”})] 

  1.  And then Save the changes.

  1. Publish the project. 
  1. Now again navigate to the Screen Editor and expand the Form: Document section. 
  1. Since, we want to add the newly created field under the Description field in Summary area, select the Description field. 
  1. And navigate to the Add Data Fields tab.

  1. Select the checkbox for the newly created field and click on Create Controls button. 
  1. Save the changes.

  1. And at last, publish the project 
  1. Hence, the required dropdown field has been added.

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