display UDF in standard screen

[snoww]

Hello!

I need to create 2 UDF in standard sales quotation screen:

1. Price - row level 2. Total - header level

Have created these, but stuck on the following:

1. how to get these UDFs displayed on the screen as we won't be creating any UDO

2. how to get the total of prices in the "Total" field.

any suggestions please 🙂

[Johan_Hakkesteegt · Accepted solution]

Hi,

1. If you create UDFs they are there. You may need to set them to visible in the settings and on the row level you may want to move it to the left.For UDFs on the header level (1): select the form > Tools > Customization Tools > Settings... for UDFs on the row level (2): select the form > Form settings (button) > Table format (tab) here you can set the field to visible, and you can move the column to the left by click-hold-dragging it upwards on the list.
2. This depends. With a Formatted Search (FMS) you can make it work, but only after adding the document, to save the data in the row level UDFs, and opening it again to trigger the FMS.
   Otherwise you will have to use to an addon. Perhaps B1UP can do this.
   A workaround could be to use 'Copy table' and an Excel sheet, and copying the prices back and forth.

Regards,

Johan

[snoww · Accepted solution]

Hi Johan

Thank you for your reply.

My bad! I dint mention that I'm creating an Addon actually.

For that purpose, I have created the UDFs and need to get other things done accordingly.

Regards

[Johan_Hakkesteegt · Accepted solution]

Hi,

In that case:

1. You need to create the UDFs the normal way. Add them to the Marketing Documents:

   
   Or if you want your addon to do this, use the corresponding method in the DI API.

2. Use the UI API to retrieve data from the 'Price' UDFs and calculate and display the value in the 'Total' UDF. There are code examples in the SDK help file.

Regards,

Johan

[morched1]

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Thanking u in advance for your good cooperation

Regards

Ali Elmorched

Emiail: morcheda@gmail.com

[Alagasan]

Hi snoww,

You can use the UI configuration template to move the UDF field to the standard screen.

Path: Modules > Administration > Utilities > UI Configuration Template.

Br

Alagasan

[snoww]

Hi Alagesan,

Thanks for your response.

However, I'm creating an Addon. I guess this won't be a suitable method... ?

Regards