The problem is the reference for the attribute is being linked to the customer and not the order like you need it to (to save the attributes). To do this we need to write our own query/association call within the CRAttributeList class. I created the following inheriting class and was able to get the Attributes to stick to the order by associating the order ref noteid to the saved answers. The CRAttributeList class doesn't override nicely so there is a lot of copied code. You can browse the source code to see the full class and update anything as needed. I assume this can be simplified but for now its a working answer.
Keep your order dac extension the way you have it...
public class SOOrderExt : PXCacheExtension<PX.Objects.SO.SOOrder>
{
[CRAttributesField(typeof (Customer.customerClassID))]
public virtual string[] Attributes { get; set; }
}
Replace the view to use the new class...
[PXViewName("Answers")]
public SalesCustomerAttributeList Answers;
New class... (changing SelectDelegate & base SelectInternal)
public class SalesCustomerAttributeList : CRAttributeList<Customer>
{
public SalesCustomerAttributeList(PXGraph graph) : base(graph)
{
}
//Copy of private method from CRAttributeList
protected string GetClassId(object row)
{
var classIdField = GetClassIdField(row);
if (classIdField == null)
return null;
var entityCache = _Graph.Caches[row.GetType()];
var classIdValue = entityCache.GetValueExt(row, classIdField.Name);
return classIdValue?.ToString()?.Trim();
}
//Copy of private method from CRAttributeList
protected Type GetClassIdField(object row)
{
if (row == null)
return null;
var fieldAttribute =
_Graph.Caches[row.GetType()].GetAttributes(row, null)
.OfType<CRAttributesFieldAttribute>()
.FirstOrDefault();
if (fieldAttribute == null)
return null;
return fieldAttribute.ClassIdField;
}
//Copy of private method from CRAttributeList
protected Type GetEntityTypeFromAttribute(object row)
{
var classIdField = GetClassIdField(row);
if (classIdField == null)
return null;
return classIdField.DeclaringType;
}
//Override to use desired query for sales order and customer/customer class related attributes
protected override IEnumerable SelectDelegate()
{
return this.SelectInternal(
(Customer)_Graph.Caches<Customer>()?.Current,
(SOOrder)_Graph.Caches<SOOrder>()?.Current);
}
/// <summary>
/// Find the customer default value based on the given answer
/// </summary>
protected bool TryGetCustomerAttributeValue(CSAnswers classAnswer, List<CSAnswers> customerAnswers, out string customerDefault)
{
customerDefault = null;
if (classAnswer == null || customerAnswers == null)
{
return false;
}
foreach (var customerAttribute in customerAnswers)
{
if (customerAttribute.AttributeID != classAnswer.AttributeID)
{
continue;
}
customerDefault = customerAttribute.Value;
return true;
}
return false;
}
protected List<CSAnswers> GetCustomerAttributes(Customer customerRow)
{
return PXSelect<CSAnswers, Where<CSAnswers.refNoteID, Equal<Required<CSAnswers.refNoteID>>>>
.Select(_Graph, customerRow.NoteID).FirstTableItems.ToList();
}
//Override to use desired query for sales order and customer/customer class related attributes
protected IEnumerable<CSAnswers> SelectInternal(Customer customerRow, SOOrder orderRow)
{
if (orderRow == null || customerRow == null)
{
yield break;
}
var noteId = GetNoteId(orderRow);
if (!noteId.HasValue)
yield break;
var answerCache = _Graph.Caches[typeof(CSAnswers)];
var orderCache = _Graph.Caches[orderRow.GetType()];
List<CSAnswers> answerList;
var status = orderCache.GetStatus(orderRow);
if (status == PXEntryStatus.Inserted || status == PXEntryStatus.InsertedDeleted)
{
answerList = answerCache.Inserted.Cast<CSAnswers>().Where(x => x.RefNoteID == noteId).ToList();
}
else
{
answerList = PXSelect<CSAnswers, Where<CSAnswers.refNoteID, Equal<Required<CSAnswers.refNoteID>>>>
.Select(_Graph, noteId).FirstTableItems.ToList();
}
var classId = GetClassId(customerRow);
CRAttribute.ClassAttributeList classAttributeList = new CRAttribute.ClassAttributeList();
if (classId != null)
{
classAttributeList = CRAttribute.EntityAttributes(GetEntityTypeFromAttribute(customerRow), classId);
}
//when coming from Import scenarios there might be attributes which don't belong to entity's current attribute class or the entity might not have any attribute class at all
if (_Graph.IsImport && PXView.SortColumns.Any() && PXView.Searches.Any())
{
var columnIndex = Array.FindIndex(PXView.SortColumns,
x => x.Equals(typeof(CSAnswers.attributeID).Name, StringComparison.OrdinalIgnoreCase));
if (columnIndex >= 0 && columnIndex < PXView.Searches.Length)
{
var searchValue = PXView.Searches[columnIndex];
if (searchValue != null)
{
//searchValue can be either AttributeId or Description
var attributeDefinition = CRAttribute.Attributes[searchValue.ToString()] ??
CRAttribute.AttributesByDescr[searchValue.ToString()];
if (attributeDefinition == null)
{
throw new PXSetPropertyException(PX.Objects.CR.Messages.AttributeNotValid);
}
//avoid duplicates
if (classAttributeList[attributeDefinition.ToString()] == null)
{
classAttributeList.Add(new CRAttribute.AttributeExt(attributeDefinition, null, false, true));
}
}
}
}
if (answerList.Count == 0 && classAttributeList.Count == 0)
{
yield break;
}
//attribute identifiers that are contained in CSAnswers cache/table but not in class attribute list
List<string> attributeIdListAnswers =
answerList.Select(x => x.AttributeID)
.Except(classAttributeList.Select(x => x.ID))
.Distinct()
.ToList();
//attribute identifiers that are contained in class attribute list but not in CSAnswers cache/table
List<string> attributeIdListClass =
classAttributeList.Select(x => x.ID)
.Except(answerList.Select(x => x.AttributeID))
.ToList();
//attribute identifiers which belong to both lists
List<string> attributeIdListIntersection =
classAttributeList.Select(x => x.ID)
.Intersect(answerList.Select(x => x.AttributeID))
.Distinct()
.ToList();
var cacheIsDirty = answerCache.IsDirty;
List<CSAnswers> output = new List<CSAnswers>();
//attributes contained only in CSAnswers cache/table should be added "as is"
output.AddRange(answerList.Where(x => attributeIdListAnswers.Contains(x.AttributeID)));
var customerAnswers = GetCustomerAttributes(customerRow);
//attributes contained only in class attribute list should be created and initialized with default value
foreach (var attributeId in attributeIdListClass)
{
var classAttributeDefinition = classAttributeList[attributeId];
if (PXSiteMap.IsPortal && classAttributeDefinition.IsInternal)
continue;
if (!classAttributeDefinition.IsActive)
continue;
CSAnswers answer = (CSAnswers)answerCache.CreateInstance();
answer.AttributeID = classAttributeDefinition.ID;
answer.RefNoteID = noteId;
answer.Value = GetDefaultAnswerValue(classAttributeDefinition);
if (TryGetCustomerAttributeValue(answer, customerAnswers, out var customerValue))
{
answer.Value = customerValue;
}
if (classAttributeDefinition.ControlType == CSAttribute.CheckBox)
{
bool value;
if (bool.TryParse(answer.Value, out value))
answer.Value = Convert.ToInt32(value).ToString(CultureInfo.InvariantCulture);
else if (answer.Value == null)
answer.Value = 0.ToString();
}
answer.IsRequired = classAttributeDefinition.Required;
answer = (CSAnswers)(answerCache.Insert(answer) ?? answerCache.Locate(answer));
output.Add(answer);
}
//attributes belonging to both lists should be selected from CSAnswers cache/table with and additional IsRequired check against class definition
foreach (CSAnswers answer in answerList.Where(x => attributeIdListIntersection.Contains(x.AttributeID)).ToList())
{
var classAttributeDefinition = classAttributeList[answer.AttributeID];
if (PXSiteMap.IsPortal && classAttributeDefinition.IsInternal)
continue;
if (!classAttributeDefinition.IsActive)
continue;
if (answer.Value == null && classAttributeDefinition.ControlType == CSAttribute.CheckBox)
answer.Value = bool.FalseString;
if (answer.IsRequired == null || classAttributeDefinition.Required != answer.IsRequired)
{
answer.IsRequired = classAttributeDefinition.Required;
var fieldState = View.Cache.GetValueExt<CSAnswers.isRequired>(answer) as PXFieldState;
var fieldValue = fieldState != null && ((bool?)fieldState.Value).GetValueOrDefault();
answer.IsRequired = classAttributeDefinition.Required || fieldValue;
}
output.Add(answer);
}
answerCache.IsDirty = cacheIsDirty;
output =
output.OrderBy(
x =>
classAttributeList.Contains(x.AttributeID)
? classAttributeList.IndexOf(x.AttributeID)
: (x.Order ?? 0))
.ThenBy(x => x.AttributeID)
.ToList();
short attributeOrder = 0;
foreach (CSAnswers answer in output)
{
answer.Order = attributeOrder++;
yield return answer;
}
}
}
For examples on the page entry for the attributes tab you can look at the Customer page - attributes tab. I copied this tab for my testing of this answer.
