Creating a custom Kinetic form that uses Open With

Hi all,

I swear I’ve seen this mentioned on epiusers, but I can’t find it through search. I’d like my custom forms to be registered on the Open With context menu. How is the field value passed into the Kinetic form? Is some constant that I can check upon initialization, then load the appropriate information?

Any help is appreciated.

Thanks!

I think you can do what you want with Context Menu Maintenance.
Any fields should have their custom column like set.

I’m manually populating Kinetic grids from BAQs using the rest-erp action, sending filters to the executeByID method, like this:

{
	"ExecutionFilter": [
		{
			"DataTableID": "UD06",
			"FieldName": "ShortChar04",
			"Neg": false,
			"CompOp": "LIKE",
			"RValue": "{TransView.OrderLineCustomerName}%"
		},
		{
			"DataTableID": "Calculated",
			"FieldName": "EpicorCustomerID",
			"Neg": false,
			"CompOp": "LIKE",
			"RValue": "{TransView.OrderLineCustomerNum}%"
		},
		{
			"DataTableID": "Calculated",
			"FieldName": "EpicorCustomerName",
			"Neg": false,
			"CompOp": "LIKE",
			"RValue": "{TransView.OrderLineEpicorCustomerName}%"
		},
		{
			"DataTableID": "UD06",
			"FieldName": "Key2",
			"Neg": false,
			"CompOp": "LIKE",
			"RValue": "{TransView.OrderLineOrderNum}%"
		},
		{
			"DataTableID": "UD06",
			"FieldName": "ShortChar01",
			"Neg": false,
			"CompOp": "LIKE",
			"RValue": "{TransView.OrderLinePartNum}%"
		},
		{
			"DataTableID": "UD06",
			"FieldName": "Date01",
			"Neg": false,
			"CompOp": "#_('{TransView.OrderLineOrderDate}'.length > 0) ? '=' : '<>'_#",
			"RValue": "{TransView.OrderLineOrderDate}"
		}
	],
	"ExecutionSetting": [
		{
			"Name": "PageSize",
			"Value": "{TransView.OrderLinePageSize}"
		}
	]
}

I need to be able to reference the value from Open With and set my TransView columns appropriately. This value must be being made available somewhere.

Success!

Incoming values are available in session.context.initialValueIn.ValueIn. As usual, I created my custom context menu item on the field I wanted (Customer.CustID in this case) and then in my InitTransView event that fires on form load, I’m simply setting TransView.OrderCustomerNum column to the ValueIn. Afterwards, I also have a condition to check if TransView.OrderCustomerNum has a value and am firing my data loading events if necessary.
image

2 Likes

That would be analogous to LaunchFormOptions.ValueIn in classic.