To Create a New Project

Because the MYOB Advanced Customization Platform uses a customization project as a container for the customization items, the platform does not permit you to perform any customization without starting a customization project.

You can create a customization project in the following ways:

There are no differences between these ways because the result is the same: a new customization project with the specified name is added to the MYOB Advanced instance as a record in the database. The platform can then use this project as a container of customization items.

Note: Customization project name can contain the following symbols: Latin letters, numbers, dots, underscores, and square brackets, The project name must start with a letter. For example, the name ISVSolution[22.101.0039][22R1_2022.01.25] is valid. The names 22R1_ISV and R1{ISV} are not valid.

Adding a Customization Project on the Customization Projects Form

To add a customization project on the Customization Projects (SM204505) form, perform the following actions:

  1. Navigate to System > Customization > Manage > Customization Projects.
  2. On the form toolbar, click Add Row (+), as shown in the following screenshot, to add a row to the list of the projects on the form.
    Figure 1. Adding a row to the customization project list


  3. In the new row, specify a unique name for the project, as the screenshot below shows.
  4. Click Save on the form toolbar to save the new project in the database.
    Figure 2. Entering the new project name


Creating a Customization Project from the Customization Menu

To create a customization project from the Customization Menu, perform the following actions:

  1. On any form of MYOB Advanced, click Customization > Select Project, as the following screenshot shows (item a).
  2. In the Select Customization Project Dialog Box, which opens, click New (item b).
  3. In the New Project Dialog Box, which opens, enter the name of the new project (item c).
  4. In this dialog box, click OK (item d) to create the project in the database and close the dialog box.
    Figure 3. Creating a customization project from the Customization menu


Creating a Customization Project from the Element Inspector

Suppose that you have not selected a customization project. In the Element Properties Dialog Box, if you have tried to start performing customization by clicking Customize, Actions > Customize Business Logic, or Actions > Customize Data Fields, the inspector opens the Select Customization Project dialog box to force you to select or create a customization project.

To create a customization project from this dialog box, perform the following actions:

  1. In the dialog box, click New.
  2. In the New Project dialog box, which opens, enter the name for the new project (item c).
  3. In this dialog box, click OK to create the project in the database and close the dialog box.