Extending PX.Objects.CR.CRMSourcesAttribute

0
votes

I am trying to add entries to the CRMSourcesAttribute class for more options in the Opportunities Dropdown Box.

I see PXAttributeExtension but apparently this is not meant for developers as I cannot provide a constructor for the base class PXStringListAttribute where the actual values are set.

There must be a simple way to add entries to that dropdown box!

1
acumatica

1 Answers

2
votes

You don't even need to do any customization or programming to change this list. By adding the screen to Automation Steps screen, you can put the Source field in the Fields tab of the automation definition and override the combo box values. Please note that if you're trying that with Acumatica 5.0, you may need to remove the "Opportunities" list as entry point from the generic inquiries, otherwise it will interfere with your selection when you try to select the Opportunities screen from the Automation Steps.

If you want to do it via programming - you'd need to replace the CRMSourcesAttribute on the field with your own version of this attribute. This attribute is fairly simple and is only derived from PXStringList attribute:

public class CRMSourcesAttribute : PXStringListAttribute
{
    public const string _WEB = "W";
    public const string _PHONE_INQ = "H";
    public const string _REFERRAL = "R";
    public const string _PURCHASED_LIST = "L";
    public const string _OTHER = "O";


    public CRMSourcesAttribute() : 
        base(new[] { _WEB, _PHONE_INQ, _REFERRAL, _PURCHASED_LIST, _OTHER },
                    new[] { Messages.Web, Messages.PhoneInq, Messages.Referral, Messages.PurchasedList, Messages.Other })
    {
    }
}