Search results by user ID 6780

Re: How to link Entity Table to Invoice Table?

spmcfarland — Tue, 24 Feb 2015 20:08:48 GMT

Hi Justin,

This worked like a charm!

Lesson learned: I did not need to create a new table, just edit the exising table to include the fields as stated above.

Thank you!

Steve

Re: How to link Entity Table to Invoice Table?

spmcfarland — Mon, 23 Feb 2015 22:05:16 GMT

Hi Justin,

Your recommendation worked for the first issue, thanks for the quick response! Hopefully, you have a solution to my second use case as well...

I then need to make one more screen (grid)...

// Show a customer a list of every part they have purchased, along with serial numbers, linked to the invoice, and tracking information

// 1501 | Widget A | Awesomeness in a box | ABA1234 | 100 | AXA121412

// 1501 | Widget B | Even more awesomeness in a box | ABA1235 | 10 | AXA121412

// 1502 | Widget A | Awesomeness in a box | ABA1234 | 20 | AXA121413

// 1503 | Widget A | Awesomeness in a box | ABA1234 | 50 | AXA121414

// 1504 | Widget B | Even more awesomeness in a box | ABA1235 | 1 | AXA121415

// 1504 | Widget C | Affordable awesomeness in a box | ABA1236 | 100 | AXA121415

I have made a new table, with only Invoice and InvoiceLine as the dropdowns based on RecordID. I then linked the fields: Item, Desc, SerialNumber, RefNumber, CustomerRecordID, Quantity, and Other2. I build the screen as noted above (no filters yet), but nothing displays. If I build a grid based only on InvoiceLine - I can get every item sold, but there is no CustomerRecordID to use as a filter (not to mention it doesn't include the Invoice's RefNumber...

Also, I tried logging out/in of the portal with my test customer, but it is not instantly refreshing with my updated screen. I am able to "view" the screen when logged in as admin with it being updated in real-time; but in my case I am also trying to test out filters based on logged in user.

Thanks!

Steve

How to link Entity Table to Invoice Table?

spmcfarland — Fri, 20 Feb 2015 20:41:57 GMT

GOAL

Enhance the CustomerPortal_Home -> DueTransactions grid to include the Invoice->PONumber and restrict viewing to only records related to the current logged in user.

Invoice (RefNumber) | PONumber | Amount | Due Date | IsPaid

I then need to make one more screen (grid)...

// Show a customer a list of every part they have purchased, along with serial numbers, linked to the invoice, and tracking information

What I have done:

Copied CustomerPortal_Home to my own screen; new DueTransactions grid works as expected

Made a new grid(s) based on the invoice table; I can see the data, but I can not insert a filter based on logged on user with this because invoice & entity aren't linked

Made a variety of tables; most recent one was based on Transaction (RecordID), Invoice (RecordID), and Entity (RecordID); if I setup a filter based on Entity it outputs "Error Generating Grid"; remove the filter and it returns nothing - so I assume the RecordID is not actually linking the records in this case. Using Entity (FullName) and Transaction (FullName) doesn't help me link to Invoice (RecordID)

Questions:

I have gone through help center documentation, video tutorials, searched these forums, looked at the API documentation - am I missing a source for more detailed developer documentation?

Should I be using the "Class" table in some way?

What is the time lag between adding a grid to a screen, and then having the grid available for viewing? It seems to be at least 15minutes or more... (I am not logging out/back in; just hitting refresh)

On the surface this seems like a fairly straight forward set of requirements, so I assume I must be missing something obvious...

Thanks!