Task field updated from HD Case

Epicor ERP 10
1

Hi
I have a ud field on HD Case which when user enters the Customer Cust ID- this CustGroup field is populated with the customer records CustomerGroup field.

This works great.
I also need to display the CustGroup field on every Task for the case. This is where im really struggling.

I just cant seem to find what function creates the tasks - I can see the tasks are created on Save of the case. But I do not know how to directly manipulate the tasks data
Any help much appreciated

Thanks

Carla

2

Try using the Foreign Key View (FKV) wizard under Data Tools. This will give better results without code. You may want to do this on HD Case as well.

3

Hi Thanks very much for your advice- I’m unsure how to use this FKV.

On the Customisation of Task List I can see this:

image003.png

But unsure what to do

Many thanks

Jason Woods via Epicor User Help Forum forum@e10help.com
26 June 2019 16:13
Carla White CarlaWhite@clwydcompounders.com
[Epicor User Help Forum] [ERP 10] Task field updated from HD Case

image079666.png

4

Ive been doing some reading up and I can see now how to add FKV’s thankyou

However I want to add this FKV to a grid that already exsits - the Task List grid. Just one column off the HDCase table.
Has anyone ever done this? is it possible?

5

That’s a little more work. I typically hijack an unused field and use a BPM to populate it. If there aren’t any, then a UD field is required.

6

Yes I originally wanted to do it through a bpm. However I couldn’t find what method to use that has access to the HDCase

Jason Woods via Epicor User Help Forum forum@e10help.com
27 June 2019 16:58
Carla White CarlaWhite@clwydcompounders.com
[Epicor User Help Forum] [ERP 10] Task field updated from HD Case

image079666.png

7

I have something similar where I add the partnum to an ECO task for engineering that runs post processing on Task.GetTaskList. I made a copy and did some replacements to get GroupCode.GroupDesc. I already had Character01 added to my gridlist so it was easy to test.
Add a UD to the Task table and then unhide it on the task list grid and this should work without the UD on case.

/* add Group Code Desc to task list */

foreach (var ttTask_xRow in ttTask.Where(t => t.RelatedToFile =="HDCase" && t.TaskCustNum != 0))
{
    var ttTaskRow = ttTask_xRow;
    
    var Customer = (from Customer_Row in Db.Customer
                       where Customer_Row.CustNum == ttTask_xRow.TaskCustNum
                       select Customer_Row).FirstOrDefault();
    if(Customer != null);
    {
      
      var GroupDesc = (from CustGrup_Row in Db.CustGrup
                       where CustGrup_Row.GroupCode == Customer.GroupCode
                       select CustGrup_Row.GroupDesc).FirstOrDefault();
        if(GroupDesc != null);
        {
        ttTask_xRow["Character01"] = GroupDesc;
        }
    }
}
8

Many thanks Greg that works perfectly.

Can I ask one more? I have a similar requirement where I want to populate a RefCat_c (ud field) on Method tracker material list with the “Ref Category” from the Part record.

I tried manipulating your code and ended up with

/* add Ref Category to Method Tracker Material List*/

foreach (var ttPartMtl_xRow in ttPartMtl)

{

var ttPartMtlRow = ttPartMtl_xRow;

var Part = (from Part_Row in Db.Part

where Part_Row.PartNum == ttPartMtl_xRow.MtlPartNum

select Part_Row).FirstOrDefault();

if(Part != null);

{

ttPartMtl_xRow[“RefCat_c”] = Part.RefCategory;

}

}

I have added this code to

image001.png

However the field isn’t populated. The UD Field RefCat_c is located on the Ecomtl table and I think this may be part of the problem, the method tracker binding Material List is EcoMtl hence why I added the ud field to this table.

I can see the ud field in the material list, but the code isn’t populating…

Many Thanks

Carla

Greg Payne via Epicor User Help Forum forum@e10help.com
28 June 2019 21:51
Carla White CarlaWhite@clwydcompounders.com
[Epicor User Help Forum] [ERP 10] Task field updated from HD Case

image079666.png

9

This looks like the records are put together for ECOMtl without exposing the method, so the post processing won’t work. You can use an FKV and get it on the material detail tab quickly
or dynamicquery adaptor would probably work here since you have the field on the grid. there are lots of posts on how to use and I think Jose Gomez made a video also.

10

Hi Greg

Thanks for advice. I originally began tacking this using FKV but I cant workout how you add an fkv field to a grid list which is based on EcoMtl

30AD7CBBACF94CD39320E2FAB485A8FC.png

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