To Add a Generic Inquiry to a Project

You can add to a customization project a custom or customized generic inquiry—the generic inquiry that is saved in the database for the current tenant. To do this, perform the following actions:

  1. Open the customization project in the Customization Project Editor. (See To Open a Project for details.)
  2. Click Generic Inquiries in the navigation pane to open the Generic Inquiries page.
  3. On the page toolbar, click Add New Record (+), as shown in the screenshot below.
  4. In the list of generic inquiries in the Add Generic Inquiries dialog box, which opens, select the check box for each generic inquiry form that you want to include in the project.
    Note: The Add Generic Inquiries dialog box displays all the custom and customized generic inquiries that exist in your instance of MYOB Advanced. You can select multiple generic inquiries to add them to the project simultaneously.
  5. In the dialog box, click Save to add the selected generic inquiry or inquiries to the customization project.
    Figure 1. Adding the generic inquiry to the customization project


The system adds to the project the data for each selected generic inquiry, and you can see each new GenericInquiryScreen item in the Project Items table of the Edit Project Items, as shown in the following screenshot.

Figure 2. Viewing the new GenericInquiryScreen item included in the project


Note: The system automatically includes in the customization project information about the workspace to which the generic inquiry have been added in the UI along with other information about the generic inquiry.