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Extending the “Files” menu



2019 Community Moderator ElectionExtending PX.Objects.CR.CRMSourcesAttributeCustomer Action “Extend To Vendor”Extend ARPaymentEntry Release ActionExtending projection DAC in AcumaticaRetrieving TOP Count from AcumaticaExtending / Customizing codebehind fileHow to properly extend APRegister class in AcumaticaExtend or modify a Data ViewExtending AccessInfo to Include RolesExtends the terms calculation










0















I have a process that involves extending the "Files" menu that is located on (most) acumatica pages (next to notes and activities in the top right)



I would like to add two columns to the table that appears in the smartpanel.



I have been looking for the source code/data behind this smart panel and I cant seem to find it, is it tied into SM202520 (search in files)? Can it be extended?



Am I better off just adding a PXAction button to the 3 or 4 pages I want my extended "files" menu to be?



Thanks










share|improve this question


























    0















    I have a process that involves extending the "Files" menu that is located on (most) acumatica pages (next to notes and activities in the top right)



    I would like to add two columns to the table that appears in the smartpanel.



    I have been looking for the source code/data behind this smart panel and I cant seem to find it, is it tied into SM202520 (search in files)? Can it be extended?



    Am I better off just adding a PXAction button to the 3 or 4 pages I want my extended "files" menu to be?



    Thanks










    share|improve this question
























      0












      0








      0








      I have a process that involves extending the "Files" menu that is located on (most) acumatica pages (next to notes and activities in the top right)



      I would like to add two columns to the table that appears in the smartpanel.



      I have been looking for the source code/data behind this smart panel and I cant seem to find it, is it tied into SM202520 (search in files)? Can it be extended?



      Am I better off just adding a PXAction button to the 3 or 4 pages I want my extended "files" menu to be?



      Thanks










      share|improve this question














      I have a process that involves extending the "Files" menu that is located on (most) acumatica pages (next to notes and activities in the top right)



      I would like to add two columns to the table that appears in the smartpanel.



      I have been looking for the source code/data behind this smart panel and I cant seem to find it, is it tied into SM202520 (search in files)? Can it be extended?



      Am I better off just adding a PXAction button to the 3 or 4 pages I want my extended "files" menu to be?



      Thanks







      acumatica






      share|improve this question













      share|improve this question











      share|improve this question




      share|improve this question










      asked Mar 6 at 19:58









      Kyle VanderstoepKyle Vanderstoep

      144




      144






















          1 Answer
          1






          active

          oldest

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          0














          There's no DataView bound to that dialog, you can verify that by using inspect element shortcut key CTL+ALT+CLICK on a grid column header:
          enter image description here



          In order to be customized the grid needs to be bound to a DataView which inspect element reveals it is not. The lack of DataView binding is by design and therefore that dialog can't be customized.



          A grid that can be customized will show the View Name property:
          enter image description here






          share|improve this answer























          • As I suspected, thanks! Ill see if I can accomplish the overall objective by directly modifying the "search in files" screen instead

            – Kyle Vanderstoep
            Mar 6 at 20:46











          • The customization project editor doesn't list the graph of that screen UploadFileInq as available for extending. There's also some little glitches occurring when customizing the screen. But overall while it's likely discouraged it appears to be possible to modify that screen just like any other and if using customization project editor you can create the graph extension manually using new code file option instead of choosing graph extension option in new code file dialog. I was successful in adding Comment field to the files grid and having the graph extension picked up by the system.

            – HB_ACUMATICA
            Mar 6 at 21:06










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          1 Answer
          1






          active

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          active

          oldest

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          0














          There's no DataView bound to that dialog, you can verify that by using inspect element shortcut key CTL+ALT+CLICK on a grid column header:
          enter image description here



          In order to be customized the grid needs to be bound to a DataView which inspect element reveals it is not. The lack of DataView binding is by design and therefore that dialog can't be customized.



          A grid that can be customized will show the View Name property:
          enter image description here






          share|improve this answer























          • As I suspected, thanks! Ill see if I can accomplish the overall objective by directly modifying the "search in files" screen instead

            – Kyle Vanderstoep
            Mar 6 at 20:46











          • The customization project editor doesn't list the graph of that screen UploadFileInq as available for extending. There's also some little glitches occurring when customizing the screen. But overall while it's likely discouraged it appears to be possible to modify that screen just like any other and if using customization project editor you can create the graph extension manually using new code file option instead of choosing graph extension option in new code file dialog. I was successful in adding Comment field to the files grid and having the graph extension picked up by the system.

            – HB_ACUMATICA
            Mar 6 at 21:06















          0














          There's no DataView bound to that dialog, you can verify that by using inspect element shortcut key CTL+ALT+CLICK on a grid column header:
          enter image description here



          In order to be customized the grid needs to be bound to a DataView which inspect element reveals it is not. The lack of DataView binding is by design and therefore that dialog can't be customized.



          A grid that can be customized will show the View Name property:
          enter image description here






          share|improve this answer























          • As I suspected, thanks! Ill see if I can accomplish the overall objective by directly modifying the "search in files" screen instead

            – Kyle Vanderstoep
            Mar 6 at 20:46











          • The customization project editor doesn't list the graph of that screen UploadFileInq as available for extending. There's also some little glitches occurring when customizing the screen. But overall while it's likely discouraged it appears to be possible to modify that screen just like any other and if using customization project editor you can create the graph extension manually using new code file option instead of choosing graph extension option in new code file dialog. I was successful in adding Comment field to the files grid and having the graph extension picked up by the system.

            – HB_ACUMATICA
            Mar 6 at 21:06













          0












          0








          0







          There's no DataView bound to that dialog, you can verify that by using inspect element shortcut key CTL+ALT+CLICK on a grid column header:
          enter image description here



          In order to be customized the grid needs to be bound to a DataView which inspect element reveals it is not. The lack of DataView binding is by design and therefore that dialog can't be customized.



          A grid that can be customized will show the View Name property:
          enter image description here






          share|improve this answer













          There's no DataView bound to that dialog, you can verify that by using inspect element shortcut key CTL+ALT+CLICK on a grid column header:
          enter image description here



          In order to be customized the grid needs to be bound to a DataView which inspect element reveals it is not. The lack of DataView binding is by design and therefore that dialog can't be customized.



          A grid that can be customized will show the View Name property:
          enter image description here







          share|improve this answer












          share|improve this answer



          share|improve this answer










          answered Mar 6 at 20:24









          HB_ACUMATICAHB_ACUMATICA

          4,3281412




          4,3281412












          • As I suspected, thanks! Ill see if I can accomplish the overall objective by directly modifying the "search in files" screen instead

            – Kyle Vanderstoep
            Mar 6 at 20:46











          • The customization project editor doesn't list the graph of that screen UploadFileInq as available for extending. There's also some little glitches occurring when customizing the screen. But overall while it's likely discouraged it appears to be possible to modify that screen just like any other and if using customization project editor you can create the graph extension manually using new code file option instead of choosing graph extension option in new code file dialog. I was successful in adding Comment field to the files grid and having the graph extension picked up by the system.

            – HB_ACUMATICA
            Mar 6 at 21:06

















          • As I suspected, thanks! Ill see if I can accomplish the overall objective by directly modifying the "search in files" screen instead

            – Kyle Vanderstoep
            Mar 6 at 20:46











          • The customization project editor doesn't list the graph of that screen UploadFileInq as available for extending. There's also some little glitches occurring when customizing the screen. But overall while it's likely discouraged it appears to be possible to modify that screen just like any other and if using customization project editor you can create the graph extension manually using new code file option instead of choosing graph extension option in new code file dialog. I was successful in adding Comment field to the files grid and having the graph extension picked up by the system.

            – HB_ACUMATICA
            Mar 6 at 21:06
















          As I suspected, thanks! Ill see if I can accomplish the overall objective by directly modifying the "search in files" screen instead

          – Kyle Vanderstoep
          Mar 6 at 20:46





          As I suspected, thanks! Ill see if I can accomplish the overall objective by directly modifying the "search in files" screen instead

          – Kyle Vanderstoep
          Mar 6 at 20:46













          The customization project editor doesn't list the graph of that screen UploadFileInq as available for extending. There's also some little glitches occurring when customizing the screen. But overall while it's likely discouraged it appears to be possible to modify that screen just like any other and if using customization project editor you can create the graph extension manually using new code file option instead of choosing graph extension option in new code file dialog. I was successful in adding Comment field to the files grid and having the graph extension picked up by the system.

          – HB_ACUMATICA
          Mar 6 at 21:06





          The customization project editor doesn't list the graph of that screen UploadFileInq as available for extending. There's also some little glitches occurring when customizing the screen. But overall while it's likely discouraged it appears to be possible to modify that screen just like any other and if using customization project editor you can create the graph extension manually using new code file option instead of choosing graph extension option in new code file dialog. I was successful in adding Comment field to the files grid and having the graph extension picked up by the system.

          – HB_ACUMATICA
          Mar 6 at 21:06



















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