I have been tasked with adding a blank column to a dashboard. this column will be used for adding notes. it will be need to be able to save those notes. I am sure this is easy but i am still learning how to do these things. any help would be appreciated. thank you
We’ll need some more info.
What is this dashboard, what does it do?
Where do you want to store the data, etc.
Who is your daddy, and what does he do?
the purpose of the dashboard is to basically for gathering information on Jobs that are due. it gives information like part#, part description, due date, which site it comes from and most importantly the qty need to do the job. as for where to store the data i am not sure. i know we had someone add in some columns like this in the past before i took over doing this. it looks to me like they used a UD spot on the data base. but i am not sure. .
In the past we have created a UD field on the appropriate table for comments like this. You can add the field to your dashboard then and make it updateable so you can edit and save your comments.
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well as easy at that sounds. I am still learning on how to do things like this. Any advice or tips?
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Well first you need to decide where this data should go.
Is this more applicable to a whole job, or job details.
Say it’s notes for a whole job, there might be appropriate places for that already.
JobHead.CommentText might be an appropriate place.
Says it’s notes for details, you’ll have comment fields in there for several things if you drill down.
Use the field help to find out where it comes from.
If you find no appropriate pre-existing places to put that info, then you can move on to adding
a custom field.
We can explain that part or you can search the forum.
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Ok i am just going to go with the CommentText. how do i go about making it update able? so i can edit my and save my comments
First off you will have to mark your BAQ as updateable:
Then in the Update tab you can set the field to be updateable:
Then in the update processing tab you can select BPM Update and (someone correct me if I am wrong here) Erp.JobEntry.UpdateExt:
Then in your dashboard you can set the grid to updateable and select the prompt checkbox on the field to make it updateable:
I think that should get you to where you need to be.
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Thanks i will give it a shot and see what happens.
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ok it will let me type in a comment but will not allow me to save.
So take a step back to test. First make sure update works in the BAQ. Double click on the field and enter a comment. Probably best to make sure you can enter a comment in job entry on the job you are testing with, since updateExt follows the business logic rules. After you enter the data in the Ubaq the row will turn yellow, then click update in the lower right. in the lower left panel the status of the update will be shown.
Assuming that completes then make sure the dashboard is compiled and deployed to a menu for testing. I use the add favorite item checkbox to make the menu item for me and then I just have to find it at the bottom of the process list in menu maintenance and change it location and sequence.
If the update in the dashboard fails it will turn the row red.
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it does update but does not put it through to the job comment section on job entry. i can type in the comment section for the job and it does save and shows up in the BAQ
If you can get the field from job entry to the baq it should also go back if it is updating. If you post the baq I will take a quick look.
I figured out the issue. we have two sites I was not logged in to the correct site for the BAQ to allow me to update the job i was updating. it works on one site but i can not even get the dashboard for the other site to work. they both use the same BAQ to get the info they need.
I forgot to deploy the dash board. it now work for both sites. thanks to everyone who helped me on this. so grateful i have found this user group. it has been very helpful to me.
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Ok, so after doing this and having it working. they now need it to be the comment text for the operation and not the JobHead Comment text. i have tried to do what i did for the JobHead comment for the JobOper CommentText and can not seem to get it to work. any advice would be greatly appreciated.
You’ll have to select JobOper in this list (Tables to update), and make sure the appropriate key fields are
included in the BAQ.
Mark JobOper.Comment text as updateable as well.
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Go into the BAQ and add a “calculated” field that’s type text and in the editor just type two single quotes: ‘’ it’ll create a blank column which you can display on your dashboard. If they want a line to write on: ‘_________________’ or however many underlines they want.