Foreign Key Link To UD Table

Many thanks.
I guess it helps if you know precisely what to ask for.

WM


--- In vantage@yahoogroups.com, "Rob Bucek" <rbucek@...> wrote:
>
> Read his other post if inadvertently replied to this one. There are
> several answer books on how to do this. Search the epicweb on it
>
> How can a user-defined table become a foreign key view option? Will
> brings you up one potential solution. There are others as well Below
> is another of those options..
>
>
>
> Please remember that the UD tables, by definition are User-Defined. As
> such there is no default ContextMenu.xml nodes to implicitly link these
> tables.
>
> The second fact to remember is that the UD tables have 5- keys. When
> defining the ValidationType and the Foreign Key View in ContextMenu, all
> 5 keys must be declared.
>
> The following example will show how to add the UD01 table to Part
> Maintenance using a Foreign Multi Key View.
>
> Modify the Context Menu xml file
> First make a backup copy of the contextmenu.xml file you find in your
> res folder of your Epicor client (e.g. c:/epicor/client/res). You may
> modify this file using NotePad. Make the modification just before the
> last line of the file. The last line is </ContextMenuing>.
>
> Below are the new nodes that need to add into ContextMenu.xml. We
> define "UD01.MultiPartKey" as the "LIKE" value to fetch data from UD01
> and set the Validation Type indicating that it take 5 string values to
> make up the Key to UD01.
>
> <UD01.MultiPartKey>
> <Validation>
> <ValidationAdapter>UD01Adapter</ValidationAdapter>
>
> <ValidationType>StringGetByID~StringGetByID~StringGetByID~StringGetByID~
> StringGetByID</ValidationType>
> </Validation>
> </UD01.MultiPartKey >
> </ContextMenuing> >=========== last line of
> ContextMenu.xml
>
> (an example of the modified ContextMenu.xml is attached for your
> review).
>
> Modify Part Entry
> =====================
> Next, we will invoke Developer Mode and launch Part Entry. From the
> "Customization Tools Dialog", we will open the Custom Data Dialog and
> create a new Foreign Key View.
> 1. Click "New Custom View"
> 2. Enter new View Name
> 3. On the View Type combo, select "Foreign Multi Key View"
> 4. On the Like Column, select the new ContextMenu Like value,
> "UD01.MultiPartKey"
> 5. Set the Key View to Part.
> 6. Next, add the 5 columns in the Part table to hold the keys to
> UD01
> a) Set the Key Column to PartNum and Click Ok.
> b) Set the Key Column to ShortChar02 and Click Ok
> c) Set the Key Column to ShortChar03 and Click OK
> d) Set the Key Column to ShortChar04 and Click Ok
> e) Set the Key Column to ShortChar05 and Click 0k
>
> At this point we have all 5 keys of the UD01 linked to specific fields
> in the Part table. A couple of things to know, YOU MUST setup all 5
> keys. If you are only using Key1 and Key2 in the UD01 table. YOU MUST
> still link to Key 3 through Key5. These fields will be null so use link
> to a null field on the Part table.
>
> Additionally, you MUST select character fields as all the Key fields on
> UD01 are defined in the data dictionary as character types.
>
> 7. Click the "Add" button to Add the new MultiPart FKV
> 8. Click the "OK" button on the FKV Succeeded dialog
> 9. Click the "OK" button to close the "Custom Data Dialog
>
>
>
>
>
> At this point, you will want to save your customization
>
>
>
> Rob Bucek
>
> Manufacturing Engineer
>
> PH: 715-284-5376 ext 311
>
> FAX: 715-284-4084
>
> <http://www.dsmfg.com/>
>
> (Click the logo to view our site)
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of wamitch1012
> Sent: Tuesday, April 14, 2009 8:55 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Foreign Key Link To UD Table
>
>
>
>
>
> What has this got to do with service connect ?
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Matt Caldwell" <matt@> wrote:
> >
> > Look on page 53 of the Service Connect user guide. You need to check
> > the box labeled Execute Synchronously in the Sub-workflow config.
> >
> >
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of wamitch1012
> > Sent: Tuesday, April 14, 2009 8:35 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Foreign Key Link To UD Table
> >
> >
> >
> >
> >
> >
> >
> >
> > I'm trying to set up a foreign key relationship between the OrderHed
> > table (parent) and UD05 (child) such that I can then set up a grid
> > within the Order form to show me all the related records in UD05.
> >
> > Using Data Tools I can link these two, but only with UD05 as the
> parent
> > and OrderHed as the child, which is the exact opposite of what I want
> to
> > do.
> > If I try to reverse this, opening OrderHed in development, selecting
> > Foreign Multi Key View as the View Type then in the Like Column combo
> my
> > UD05.Key1 field doesn't appear.
> >
> > Can someone suggest where I'm going wrong please ?
> >
> > Thanks
> >
> > WM
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
I'm trying to set up a foreign key relationship between the OrderHed table (parent) and UD05 (child) such that I can then set up a grid within the Order form to show me all the related records in UD05.

Using Data Tools I can link these two, but only with UD05 as the parent and OrderHed as the child, which is the exact opposite of what I want to do.
If I try to reverse this, opening OrderHed in development, selecting Foreign Multi Key View as the View Type then in the Like Column combo my UD05.Key1 field doesn't appear.

Can someone suggest where I'm going wrong please ?

Thanks

WM
Look on page 53 of the Service Connect user guide. You need to check
the box labeled Execute Synchronously in the Sub-workflow config.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of wamitch1012
Sent: Tuesday, April 14, 2009 8:35 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Foreign Key Link To UD Table








I'm trying to set up a foreign key relationship between the OrderHed
table (parent) and UD05 (child) such that I can then set up a grid
within the Order form to show me all the related records in UD05.

Using Data Tools I can link these two, but only with UD05 as the parent
and OrderHed as the child, which is the exact opposite of what I want to
do.
If I try to reverse this, opening OrderHed in development, selecting
Foreign Multi Key View as the View Type then in the Like Column combo my
UD05.Key1 field doesn't appear.

Can someone suggest where I'm going wrong please ?

Thanks

WM





[Non-text portions of this message have been removed]
What has this got to do with service connect ?


--- In vantage@yahoogroups.com, "Matt Caldwell" <matt@...> wrote:
>
> Look on page 53 of the Service Connect user guide. You need to check
> the box labeled Execute Synchronously in the Sub-workflow config.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of wamitch1012
> Sent: Tuesday, April 14, 2009 8:35 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Foreign Key Link To UD Table
>
>
>
>
>
>
>
>
> I'm trying to set up a foreign key relationship between the OrderHed
> table (parent) and UD05 (child) such that I can then set up a grid
> within the Order form to show me all the related records in UD05.
>
> Using Data Tools I can link these two, but only with UD05 as the parent
> and OrderHed as the child, which is the exact opposite of what I want to
> do.
> If I try to reverse this, opening OrderHed in development, selecting
> Foreign Multi Key View as the View Type then in the Like Column combo my
> UD05.Key1 field doesn't appear.
>
> Can someone suggest where I'm going wrong please ?
>
> Thanks
>
> WM
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Read his other post if inadvertently replied to this one. There are
several answer books on how to do this. Search the epicweb on it

How can a user-defined table become a foreign key view option? Will
brings you up one potential solution. There are others as well Below
is another of those options..



Please remember that the UD tables, by definition are User-Defined. As
such there is no default ContextMenu.xml nodes to implicitly link these
tables.

The second fact to remember is that the UD tables have 5- keys. When
defining the ValidationType and the Foreign Key View in ContextMenu, all
5 keys must be declared.

The following example will show how to add the UD01 table to Part
Maintenance using a Foreign Multi Key View.

Modify the Context Menu xml file
First make a backup copy of the contextmenu.xml file you find in your
res folder of your Epicor client (e.g. c:/epicor/client/res). You may
modify this file using NotePad. Make the modification just before the
last line of the file. The last line is </ContextMenuing>.

Below are the new nodes that need to add into ContextMenu.xml. We
define "UD01.MultiPartKey" as the "LIKE" value to fetch data from UD01
and set the Validation Type indicating that it take 5 string values to
make up the Key to UD01.

<UD01.MultiPartKey>
<Validation>
<ValidationAdapter>UD01Adapter</ValidationAdapter>

<ValidationType>StringGetByID~StringGetByID~StringGetByID~StringGetByID~
StringGetByID</ValidationType>
</Validation>
</UD01.MultiPartKey >
</ContextMenuing> >=========== last line of
ContextMenu.xml

(an example of the modified ContextMenu.xml is attached for your
review).

Modify Part Entry
=====================
Next, we will invoke Developer Mode and launch Part Entry. From the
"Customization Tools Dialog", we will open the Custom Data Dialog and
create a new Foreign Key View.
1. Click "New Custom View"
2. Enter new View Name
3. On the View Type combo, select "Foreign Multi Key View"
4. On the Like Column, select the new ContextMenu Like value,
"UD01.MultiPartKey"
5. Set the Key View to Part.
6. Next, add the 5 columns in the Part table to hold the keys to
UD01
a) Set the Key Column to PartNum and Click Ok.
b) Set the Key Column to ShortChar02 and Click Ok
c) Set the Key Column to ShortChar03 and Click OK
d) Set the Key Column to ShortChar04 and Click Ok
e) Set the Key Column to ShortChar05 and Click 0k

At this point we have all 5 keys of the UD01 linked to specific fields
in the Part table. A couple of things to know, YOU MUST setup all 5
keys. If you are only using Key1 and Key2 in the UD01 table. YOU MUST
still link to Key 3 through Key5. These fields will be null so use link
to a null field on the Part table.

Additionally, you MUST select character fields as all the Key fields on
UD01 are defined in the data dictionary as character types.

7. Click the "Add" button to Add the new MultiPart FKV
8. Click the "OK" button on the FKV Succeeded dialog
9. Click the "OK" button to close the "Custom Data Dialog





At this point, you will want to save your customization



Rob Bucek

Manufacturing Engineer

PH: 715-284-5376 ext 311

FAX: 715-284-4084

<http://www.dsmfg.com/>

(Click the logo to view our site)



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of wamitch1012
Sent: Tuesday, April 14, 2009 8:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Foreign Key Link To UD Table





What has this got to do with service connect ?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Matt Caldwell" <matt@...> wrote:
>
> Look on page 53 of the Service Connect user guide. You need to check
> the box labeled Execute Synchronously in the Sub-workflow config.
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of wamitch1012
> Sent: Tuesday, April 14, 2009 8:35 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Foreign Key Link To UD Table
>
>
>
>
>
>
>
>
> I'm trying to set up a foreign key relationship between the OrderHed
> table (parent) and UD05 (child) such that I can then set up a grid
> within the Order form to show me all the related records in UD05.
>
> Using Data Tools I can link these two, but only with UD05 as the
parent
> and OrderHed as the child, which is the exact opposite of what I want
to
> do.
> If I try to reverse this, opening OrderHed in development, selecting
> Foreign Multi Key View as the View Type then in the Like Column combo
my
> UD05.Key1 field doesn't appear.
>
> Can someone suggest where I'm going wrong please ?
>
> Thanks
>
> WM
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]