Acumatica: How can I change the Reason drop down options in Cases? - customization

I am trying to change the dropdown options for Reason and Severity in Cases. Does anyone know how to do that?

You change the values within the selector in a variety of ways, I would be mindful to update defaulting logic as well as paying close attention to how Acumatica responds to the current values in processing.
Extending PXStringListAttribute with additional values.
Replace Items within PXStringListAttribute with custom values.
https://riptutorial.com/acumatica/example/29102/modifying-marital-statuses

Related

Sitecore item:setdefaultworkflow and item:resetdefaultworkflow commands

I am Using Sitecore 6.6
I believe item:setdefaultworkflow and item:resetdefaultworkflow commands are used to reset the workflow fields on an Item with values set on Standard values.
If not please correct me.
Here is the Path in Core:
/sitecore/content/Applications/Content Editor/Ribbons/Chunks/Workflow/Set Default Workflow
commands are not shown on the Ribbon. How do I use these commands? what is their purpose. Any Help is greatly appreciated.
I am aware of Version >> Fields(Reset)>> then choose the fields to reset with multiple clicks.
I am trying to use these commands if they solve my purpose to reset the Workflow Fields to standard values with a command on Review Tab >> Workflow section with one Click.
As far as I'm aware, these buttons are only visible on __Standard Values items. They are used to assign the workflow that will be used for new versions of that template going forward, or to clear the workflow that has been set (note that items which are already part way through a workflow will still need to finish it before they are no longer associated with a workflow).
The idea is that you assign the workflow to the standard values of templates (or base templates) in your solution, and those settings then get carried through to your content items.
Although you are able to, I'd advise against fiddling with the workflow fields on individual items before you fully understand the purpose of the fields.
For more information, I'd suggest looking at the Sitecore workflow reference document: https://sdn.sitecore.net/upload/sitecore6/60/workflow_reference_sc60orlater-a4.pdf

CTreeCtrl - only use checkboxes for certain rows/children

I have a CTreeCtrl and I filled it with content. Now I wanted to add checkboxes but JUST for certain ones. I've found the possibilty to activate checkboxes on the TreeCtrl with m_Tree.ModifyStyle(0, TVS_CHECKBOXES), but this adds a checkbox on each node/child on the whole Ctrl. Is it possible to turn this feature on, but just for certain ones?
All I found is the possibility to add three different pictures, catch the clickevent on a node and change the image. Is there an easier way? Let me know.
Thanks a lot,
jntme
I don't think that CTreeCtrl provide any method to add check boxes at specified node only.
Easiest way to do this is explain in following link.
http://www.tech-archive.net/Archive/VC/microsoft.public.vc.mfc/2005-10/msg00454.html.
please go through and let me know if you are facing problem.
You may be able to accomplish what you want with a custom draw tree control. But, you'll need to render the image states yourself. That could get messy because you'll need to account for all of the possible different states.

Sitecore Page Editor issue

I was trying to move components in Page Editor mode , and below are the things I have done to achieve this :
Set Compatible rendering selected for the Sublayouts
Added placeholder settings and allowed controls for placeholders
But , when I was trying to move components, the DataSourceItems for the sublayouts are not changing , hence the content is not changing.
And , also sometime I am getting Field related errors if the fields are different in the DataSources.
Can someone please help me in this .
From your question, it sounds like you are trying to move a component from one placeholder to another in Page Editor. That does not affect the data source.
If instead you mean you are trying to personalize the experience by using rules to switch the data source within a sublayout, the steps you've taken won't allow for that. You need to add conditions to the sublayout in Page Editor to choose which data source you want to display.
If you are trying to have compatible renderings (different sublayouts) show for the same placeholder, that is something that is done by your step 1. This is only to help authors know what other sublayouts would be a good idea to put in that placeholder. It does not affect the data source.
When you add components, the datasource for them is not set automatically. You need to check if it's set and use Sitecore.Context.Item if it's not.
Not sure if that's what you mean..
As for field related errors, please post more details.

Sitecore Content Tree Architecture

Let's say there exists a presentational component in a project that renders an unordered list (called ListRenderer, perhaps.) We have a couple options of supplying data to any given ListRenderer on a page:
Have a TreeList (or TreeListEx) field on the content item, and have ListRenderer read from it.
Supply a DataSource (or other Parameter) to the ListRenderer via the presentation details.
I usually avoid #1 in my projects because it binds Sublayouts to templates, which gets quite messy. If you go down that path, eventually you'll have fields to support every potential sublayout in your project.
So my solutions tend toward option #2, which gets rid of that problem. It does, however, come with its own bag of questions. Where do I put these various "Lists" for a given ListRenderer to use? To maximize reuse and sharing, I usually create a components directory near the site root that contains all these types of things, if I predict the Lists will be shared. This seems less findable and harder to use for the content author, who suddenly have no idea where the source for their ListRenderer is unless they know how to crack open the presentation details (which is slightly advanced for my average user).
If I feel like Lists won't be shared, and are very specific to the page, I'll put them directly underneath the item in question. This has a tendency to muddle up the content tree, though, and any dynamically generated navigation sublayout then has to check for whether or not an item is an actual page before it generates the link to it. The more I work in Sitecore, the less I use this approach, but it seems easier for the content author. There is much easier access to information when you use this approach.
Is there any industry-accepted way of approaching this problem? It happens in projects all the time, and in my head I struggle to balance technical and content authorship concerns in situations like these.
Great question. I've used all the techniques you mentioned, depending on the audience and specifics of the project. The problem is that, as with all things Sitecore, they are all valid ways of achieving the same goal and you will struggle to find one answer that will work in every situation.
I almost always use #2 as well, but some content author retraining maybe necessary and make sure you add in restrictions to what the content author is able to select as a target. I have (within the same project) structured the items near the root (in a shared content folder) and under the item in question, depending on what I felt would provide the best context.
Also, if other child pages would exist below the item as well as the list items, then I would put the list items in a separate folder (with a common "list items" icon") and re-order it to be the first item for separation and clarity.
If you want to use any kind of personalization and DMS then you will need the ability to switch out the datasource anyway so you shouldn't hard code locations.
You might also (if you have not already) want to consider using:
Convert Data Source Paths to IDs Using the Sitecore ASP.NET CMS
- Useful if you need to restructure your content at a later date
Queryable Datasource Locations
- Useful for multi-site situations when you need to make clones, or setting as the default datasource value in Standard Values when the lists are directly below the item but gives you the flexibility to change it.
I prefer using querable datasources personally, I find the xpath syntax more logical.
As Mark has commented, there is no real industry standard.
I feel like this is something that needs improvement.
Especially when you are using the DataSource option, things become less transparent to the editors and as the size of the site grows, so does the complexity.
All I can tell you is how I would do it, which is most likely much like how you are doing it.
1) For overview pages like news, events and faq items, I will put the items underneath the overview item and use the NewsMover shared source module to auto-create a hierarchy.
2) I will create a Global site that contains items that are shared across sites or pages. DataSource items for components will be put in here.
3) For components that are present on the standard values, I will add a list field to the template (for example, when you display related items on a content page)
Most often it's a logical choice and sometimes it's just a matter of taste.
I'd like to add that I've written a blog post on how to have datasource items created automatically for components that are set on standard values. That might help you if you are using those.
Edit:
"I usually avoid #1 in my projects because it binds Sublayouts to templates, which gets quite messy. If you go down that path, eventually you'll have fields to support every potential sublayout in your project."
Today I've blogged about a method of hiding fields and sections in the content editor if there is no sublayout set on the item that requires those fields, which helps to prevent the mess of having a lot of unused fields on your items.

User feedback remains when changing state in Sketchflow

Wanting to check if I missed a setting somewhere, or if I'm just using the product in an unintended fashion.
I've created a prototype based on an existing site, and am using states to mimic functionality, along with tabcontrols and the like. When the end-user is marking up the page, and then changes tabs, or clicks a button to change states (but stay on the same 'screen'), the drawings from the end-user remain in the same spot. The issue is that if the user highlighted or crossed something out, it interferes with the new state.
Is this intended, an undocumented feature, or am I just expecting a little too much? This may be a dealbreaker for us using this tool in our organization if we can't either resolve or have a reasonable workaround. I'm open for suggestions.
I believe feedback is stored at the 'screen' level not the 'state' level
I suppose you have 3 choices:
Instruct your users to list the steps they did before they add their feedback
Change your states to different screens instead (they can still look like the same screen for the end user, but in your application they will be different screens)
Have your user submit screen shots instead of just .feedback files
The second option will allow you to organize your feedback better.
In short I think you're expecting more than they offer ;)