User-Defined Fields in Customization Projects: Process Activity

The following activity will walk you through the process of adding a user-defined field to the Customer Locations (AR303020) form and then adding this field to a customization project.

Story

Suppose that for each customer location in the system, you want the user to specify the network type that this customer is using. The box that corresponds to the network type does not yet exist in the system. You need to add it as a user-defined field and make this field part of the customization project.

Process Overview

By using the Attributes (CS205000) form, you will create an attribute. On the Edit User-Defined Fields (CS205020) form, you will add a user-defined field that is based on the created attribute to the Customer Locations (AR303020) form. In the Customization Project Editor, you will then add the user-defined field to the User-Defined Fields page.

System Preparation

Before you begin performing the steps of this activity, do the following:

  1. Prepare an MYOB Acumatica instance by performing the Customization Projects: To Deploy an Instance prerequisite activity.
  2. Create the Yogifon customization project by performing the Customization Projects: To Create a Customization Project prerequisite activity.

Step 1: Defining the Attribute

To add a new attribute that holds the network type of the customer location, do the following on the Attributes (CS205000) form of MYOB Acumatica:

  1. Add a new attribute and specify the following settings for it:
    • Attribute ID: NETTYPE
    • Description: Network Type

      The description will be used as the name of the element on the User-Defined Fields tab of the Customer Locations (AR303020) form.

    • Control Type: Combo
  2. In the table, enter the values that will be available for selection in the Network Type combo box by adding rows and entering the settings listed in each of the following rows.
    Value ID Description Sort Order
    5G 5th generation mobile network 1
    EDGE Enhanced Data Rates for GSM Evolution 2
    LTE Long-Term Evolution 3
    WiMAX Worldwide Interoperability for Microwave Access 4
  3. On the form toolbar, click Save.

Step 2: Adding the User-Defined Field to a Form

Now you will add the user-defined field to the Customer Locations (AR303020) form. The field is based on the attribute that you created in the previous step. On this form, do the following:

  1. On the form title bar, click Customization > Manage User-Defined Fields.

    The Edit User-Defined Fields (CS205020) form opens, as shown in the following screenshot.

    Figure 1. The Edit User-Defined Fields form


  2. On the form toolbar, click Add User-Defined Field.

    The User-Defined Field Parameters dialog box opens.

  3. In the Attribute ID box, select NETTYPE, as shown in the following screenshot.
    Figure 2. The User-Defined Field Parameters dialog box


  4. Click OK. The dialog box is closed, and the new field (with the specified attribute) appears on the User-Defined Fields tab of the Edit User-Defined Fields form.
  5. On the form toolbar, click Back to save your changes and return to the Customer Locations form.
  6. In the Summary area of the form, notice the User-Defined Fields tab (see the following screenshot).
  7. On the User-Defined Fields tab, notice the new Network Type box (also shown in the following screenshot).
    Figure 3. The Network Type box


Step 3: Testing the User-Defined Field

To test the added user-defined field, do the following:

  1. On the Customer Locations (AR303020) form in MYOB Acumatica, open the MAIN customer location for the customer with the C000000006 customer ID.
  2. On the User-Defined Fields tab, make sure that the Network Type box is displayed.
  3. In the Network Type box, select Long-Term Evolution.
  4. On the form toolbar, click Save.

Step 4: Adding the User-Defined Field to the Customization Project

To add the Network Type user-defined field to the Yogifon customization project, do the following:

  1. On the Customization Projects (SM204505) form, click Yogifon to open the Customization Project Editor for this customization project.
  2. In the navigation pane of the Customization Project Editor, click User-Defined Fields.

    The User-Defined Fields page opens.

  3. On the page toolbar, click Add New Record.
  4. In the Add User-Defined Fields dialog box, which opens, select the unlabeled check box in the row with the NETTYPE attribute ID, as shown in the following screenshot.
    Figure 4. The Add User-Defined Fields dialog box


  5. Click Save.

    The dialog box closes, and a new row with the settings of the Network Type user-defined field (including the associated attribute and the form ID) appears on the User-Defined Fields page.