I would like to add Customer.TermsCode to the Credit tab in Customer Credit Manager.
In Object Explorer > Data Objects I can see the other fields from Customer in the DataView. My ignorance is I don’t know how to add Terms Code there or if I’m even supposed to add it there.
So my basic question is: I want to display a piece of data from a file that already has other data from it displaying - how do I start?
Cheers,
CDP
In my opinion the easiest way to do this is to add a Foreign view with the Data Tools option under the tools menu:
Then click on ‘New Custom View’
Now just add a Text Box and set it’s EpiBinding to your new view and the field Terms Description
Save, exit, reopen, your new field should display that customers Terms Description.
There are probably better ways to do this in terms of elegance and efficiency, since this method will cause the client to pull down quite a bit more data with the added view. But depending on your comfort level with other methods and if others here post alternative methods, this can work.
This works brilliantly for what we need. Thank you very much Rick!
I’m trying to do something similar but it seems that using a Foreign View makes it read only. Is there a way to add a missing field to an existing view (Customer).
