Add Call Log Toolbar Icon to Project Tracker

[askulte (Andris Skulte)]

Hi guys,

Has anyone added the Call Log icon to the Project Tracker toolbar? It’s there in Project Entry. I’ve found many threads on adding print and print preview icons, but nothing about the Call Log.

Backstory: We’re trying to get everyone using Project Management more, as well as training folks not to use the various Entry screens if you’re looking at data, but not changing it. Sales people need to see the project details, so they look in Project Tracker, and then review call logs to get the back story… When we’re asked to make something easier by adding (what should be default) functionality, we try to make it happen.

When I did a trace in ProjEntry, I looks like it’s calling a generic BO (loading a customization for CRM Call Form?) and then the CRMCallImpl BO, with GetCRMCallsToShow method first, then SortByData, GetRows, etc…

I’m not sure how to adjust the print icon toolbar threads to load the CRM Call Log logic…

Any help is appreciated!

Print Icon on Toolbar threads:

Quick Print Preview Button

I have done this on a few forms. I chose to use the buttons to set a checkbox which then does the print processing via Data Directive BPM as this seemed much easier. There are two buttons added to my form, print preview and send document. I removed the existing print button because I wanted to have better control over exactly how and where the printing took place. The result looks like [image] In addition to the below and the BPMs, you will need to add and remove the events below in the releva…

Another:
UD Form- Quick Print Preview Button - #4 by hkeric.wci

Epicor9 Adding Change Log to DMR Processing:

Adding Change Log button to DMR Processing Toolbar

The four required arguments are in my last post, you are missing systemCode. Change Ice.UI.App.ChgLogEntry.ChgLogArgs lfo = new Ice.UI.App.ChgLogEntry.ChgLogArgs("DMRHead", edvDMRHead.dataView[edvDMRHead.Row]["RowIdent"].ToString(), true); to Ice.UI.App.ChgLogEntry.ChgLogArgs lfo = new Ice.UI.App.ChgLogEntry.ChgLogArgs("Erp", "DMRHead", edvDMRHead.dataView[edvDMRHead.Row]["RowIdent"].ToString(), true);

Traces:

<tracePacket>
  <businessObject>Ice.Proxy.BO.GenXDataImpl</businessObject>
  <methodName>GetByID</methodName>
  <appServerUri>net.tcp://***masked***/</appServerUri>
  <returnType>Ice.Tablesets.GenXDataTableset</returnType>
  <localTime>9/17/2021 14:36:34:2586463 PM</localTime>
  <threadID>1</threadID>
  <correlationId>d6269e3b-79f9-4601-86f5-dc82bb3a25e1</correlationId>
  <executionTime total="56" roundTrip="46" channel="9" bpm="0" bpmDataForm="0" other="1" />
  <retries>0</retries>
  <parameters>
    <parameter name="company" type="System.String"><![CDATA[***masked***]]></parameter>
    <parameter name="productID" type="System.String"><![CDATA[EP]]></parameter>
    <parameter name="typeCode" type="System.String"><![CDATA[Customization]]></parameter>
    <parameter name="cgCCode" type="System.String"><![CDATA[]]></parameter>
    <parameter name="key1" type="System.String"><![CDATA[***masked***]]></parameter>
    <parameter name="key2" type="System.String"><![CDATA[App.CRMCallEntry.CRMCallForm]]></parameter>
    <parameter name="key3" type="System.String"><![CDATA[]]></parameter>
  </parameters>
  <returnValues>
    <returnParameter name="returnDS" type="Ice.BO.GenXDataDataSet">
      <GenXDataDataSet xmlns="http://www.epicor.com/Ice/300/BO/GenXData/GenXData">
        <XXXDef>
          <Company>***CompanyMasked***</Company>
          <ProductID>EP</ProductID>
          <TypeCode>Customization</TypeCode>
          <Key1>***CompanyMasked***</Key1>
          <Key2>App.CRMCallEntry.CRMCallForm</Key2>
          <Key3></Key3>

And

  <Properties>
    <FormsID>CRMCallForm</FormsID>
    <ControlName>CRMCallForm</ControlName>

And

<tracePacket>
  <businessObject>Erp.Proxy.BO.CRMCallImpl</businessObject>
  <methodName>GetCRMCallsToShow</methodName>
  <appServerUri>net.tcp://***Masked***/</appServerUri>
  <returnType>System.Void</returnType>
  <localTime>9/17/2021 14:36:34:4992305 PM</localTime>
  <threadID>1</threadID>
  <correlationId>dcc752d3-20ea-4a2c-892a-5e5ae1d4818c</correlationId>
  <executionTime total="17" roundTrip="15" channel="0" bpm="0" bpmDataForm="0" other="2" />
  <retries>0</retries>
  <parameters>
    <parameter name="crmCallsToShow" type="System.Int32"><![CDATA[0]]></parameter>
  </parameters>
  <returnValues>
    <returnParameter name="crmCallsToShow" type="System.Int32"><![CDATA[100]]></returnParameter>
  </returnValues>
</tracePacket>

<tracePacket>
  <businessObject>Erp.Proxy.BO.CRMCallImpl</businessObject>
  <methodName>SortByData</methodName>
  <appServerUri>net.tcp://***Masked***/</appServerUri>
  <returnType>System.Void</returnType>
  <localTime>9/17/2021 14:36:34:5162015 PM</localTime>
  <threadID>1</threadID>
  <correlationId>4768dd34-60d8-44cb-8e06-37d3fd1d1579</correlationId>
  <executionTime total="12" roundTrip="11" channel="0" bpm="0" bpmDataForm="0" other="1" />
  <retries>0</retries>
  <parameters>
    <parameter name="cTableName" type="System.String"><![CDATA[project]]></parameter>
    <parameter name="iCustNum" type="System.Int32"><![CDATA[0]]></parameter>
    <parameter name="iQuoteNum" type="System.Int32"><![CDATA[0]]></parameter>
    <parameter name="iVendorNum" type="System.Int32"><![CDATA[0]]></parameter>
    <parameter name="cSortByList" type="System.String"><![CDATA[]]></parameter>
  </parameters>
  <returnValues>
    <returnParameter name="cSortByList" type="System.String"><![CDATA[]]></returnParameter>
  </returnValues>
</tracePacket>

<tracePacket>
  <businessObject>Erp.Proxy.BO.CRMCallImpl</businessObject>
  <methodName>GetRows</methodName>
  <appServerUri>net.tcp://***Masked***/</appServerUri>
  <returnType>Erp.Tablesets.CRMCallTableset</returnType>
  <localTime>9/17/2021 14:36:34:5448815 PM</localTime>
  <threadID>1</threadID>
  <correlationId>5d900b00-d3b9-44e5-aba7-852a59fc6315</correlationId>
  <executionTime total="874" roundTrip="872" channel="0" bpm="0" bpmDataForm="0" other="2" />
  <retries>0</retries>
  <parameters>
    <parameter name="whereClauseCRMCall" type="System.String"><![CDATA[(RelatedToFile = 'project' AND Key1 = '7715508' AND Key2 = '' AND Key3 = '')  OR ( CallProjectID = '7715508')  BY CRMCall.OrigDate DESC, CRMCall.OrigTime DESC]]></parameter>
    <parameter name="whereClauseCRMCallAttch" type="System.String"><![CDATA[]]></parameter>
    <parameter name="whereClauseCRMCallCnt" type="System.String"><![CDATA[]]></parameter>
    <parameter name="whereClauseCRMCallHistory" type="System.String"><![CDATA[]]></parameter>
    <parameter name="pageSize" type="System.Int32"><![CDATA[100]]></parameter>
    <parameter name="absolutePage" type="System.Int32"><![CDATA[0]]></parameter>
    <parameter name="morePages" type="System.Boolean"><![CDATA[False]]></parameter>
  </parameters>
  <returnValues>
    <returnParameter name="returnDS" type="Erp.BO.CRMCallDataSet">
      <CRMCallDataSet xmlns="http://www.epicor.com/Ice/300/BO/CRMCall/CRMCall">
        <CRMCall>
          <Company><MASKED></Company>
          <RelatedToFile>project</RelatedToFile>
          <Key1>7715508</Key1>
          <Key2></Key2>
          <Key3></Key3>
          <CallSeqNum>1</CallSeqNum>