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Finance | Project Operations, Human Resources, ...
Answered

Filters not working for custom form when opened from another form

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Posted on by 115

Hi all, 

I have created a new custom form which displays the budget details of projects. I have included some filters like filter on projects, task code(custom field), Trans date, budget category(custom field). The filters works fine when I open the form through it's display menu item placed on a menu. However, there is a requirement where when a user selects a project from all projects list page and clicks on the menu item to my form, it should filter the data that corresponds only to the selected projId. This works fine as well. The issue comes after this. Where, after the user navigates to the form from the all projects list page, if the user disables the filter or tries to use any of those filters that is mentioned above, nothing happens, the form displays the records that corresponds to the projId that the user selected in all projects list page. Even if I remove the filter manually in the form nothing changes. My goal is, when the user navigates to my form from the all projects and if he modifies any of the filters given in the form, it should bring the appropriate data. I have debugged my code and observed that the system is generating exactly the same query in both the situation(form launched from menu and form launched from all projects)

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  • Verified answer
    Martin Dráb Profile Picture
    237,878 Most Valuable Professional on at

    What the system uses in these cases isn't a filter (range), but a dynalink. I guess you'll get what you want if you remove the dynalink (by calling clearDynalinks() on the form data source) and add a range instead. This can be done in init() method of the form.

    You'll lose the feature that allows you to open your custom form in a new window and get it reloaded when you select a different project, but I'm assuming that you don't mind.

    By the way, let me change the category of this question from Financial Management to Development / Customization / SDK.

  • JohnBright Profile Picture
    115 on at

    Hi Martin, thank you so much. It worked! 

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