Skip to main content
Solved

Customization of the display of the change request (attachments) in context pane

C
Sidekick (Customer)
Forum|alt.badge.img+8

In apps8, is there a way to customize the display (like column chooser) of change request from the attachments in the context pane.

My need is to add the CO status after the CR status because the last status of the CR is “processed” but that does not mean that the CO is completed.

 

And similarly, can we add the checkbox “action completed” in the change action from the attachments in the context pane in order to allow the user to complete his action without right-clicking on the action line and navigate to the change order actions.

 

Thanks for your help

Carole

Best answer by PIreland

Hello,

 

There is not a way to add a custom field to these views, it would have to be done with a modification to the client.

 

Patrick

View original
Did this topic help you find an answer to your question?
This topic has been closed for comments

C
Sidekick (Customer)
Forum|alt.badge.img+8
  • Carole
  • Sidekick (Customer)
  • March 29, 2021

Any idea regarding this topic ?

P
Hero (Employee)
Forum|alt.badge.img+12
  • PIreland
  • Hero (Employee)
  • March 31, 2021

Hello,

 

There is not a way to add a custom field to these views, it would have to be done with a modification to the client.

 

Patrick

Patrick
C
Sidekick (Customer)
Forum|alt.badge.img+8
  • Carole
  • Sidekick (Customer)
  • March 31, 2021

What a pity ! 

Thank you for taking the time to answer

Carole

KristenGastaldo
1 person likes this
  • KristenGastaldo
    KristenGastaldo
P
Hero (Employee)
Forum|alt.badge.img+12
  • PIreland
  • Hero (Employee)
  • March 31, 2021

I would imagine that if you’re good at custom fields that you could fetch the status of the CO, at least the first one, and place it on the Document Revision itself.  Multiple CO Action statuses or handling the situation if you’ve got multiple COs may not be possible but it might get you closer.

Patrick
C
Do Gooder
Forum|alt.badge.img+1

A place holder for functions that are contextual to the data you want to have available by right-clicking and selecting Customize. Attachments: Allows you to view objects, e.g. documents etc. which are  customer order and you want to change/create customer basic data, you use Zoom in the Customer.

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings