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:
- After logging into Acumatica, create a new project in Customization Projects (SM204505) screen.
- Add the existing Purchase Orders (PO301000) screen.
- Now select the Form: Document section in the middle pane and select Add Data Fields tab.
- Click on the New Field button under the Add Data Fields tab.
- Upon clicking it, a pop-up window will open. Enter the details for the new field and click on OK button as shown below.
- Click on Save button and publish the project.
- Publishing the project will allow to system to save the field in database and DAC file.
- 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.
- And Save the changes.
- After saving, the control type will still be displayed as TextEdit.
- Navigate to the Data Access section.
- 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”})] |
- And then Save the changes.
- Publish the project.
- Now again navigate to the Screen Editor and expand the Form: Document section.
- Since, we want to add the newly created field under the Description field in Summary area, select the Description field.
- And navigate to the Add Data Fields tab.
- Select the checkbox for the newly created field and click on Create Controls button.
- Save the changes.
- And at last, publish the project
- Hence, the required dropdown field has been added.
Want to discover how Acumatica can help your business reach its full potential?
Contact Us today at info@germinit.com!
What We Do – GerminIT, one of the oldest ERP providers, is well known for its ERP implementation and customizations. We provide complete end-to-end assistance for data migration, system integrations, technical consultations, implementation competence, third-party add-on development, and product customizations for clients across the US, UK, Middle East, Australia, Asia, and Africa.