Adding Filter Icons to Selector Fields

By | May 30, 2024

Acumatica, a cloud-based ERP system, offers a range of tools to help streamline business processes. One of these tools is the selector field, which allows users to quickly select and input data from predefined lists. However, as the amount of data grows, finding the right information can become challenging. This is where the need for filters comes in.

Adding filter icons to existing selector fields can greatly enhance the usability of Acumatica. Filters allow users to narrow down the list of options based on specific criteria, making it easier to find and select the desired data. This not only saves time but also reduces the risk of errors by ensuring that users are working with the most relevant information.

In this blog, we will walk you through the steps to add filter icons to existing selector fields in Acumatica. By the end of this guide, you’ll be able to customize your selector fields to improve data selection and enhance your overall productivity.

Step 1:

Open the Customization Screen (SM204505).

Click on the “Add” button add the project name click on the Save, publish the project.

Here, as an example we are using the Expense Receipt screen to add a filter icon to the Expense Item field. Open the Expense Receipt screen, select ‘Inspect Element’, then click on the field. Click on ‘Action’, select ‘Project Name’, and then click ‘OK’.

1

Here, as an example we are using the Expense Receipt screen to add a filter icon to the Expense Item field.

Open the Expense Receipt screen, select ‘Inspect Element’, then click on the field. Click on ‘Action’, select ‘Project Name’, and then click ‘OK’.

2

Step 2

Open the project, select ‘Replace Original’, click ‘Save’, and then click ‘Convert to Extension

3

4

Update the code to add Filterable = true, and then publish the project.

5

This is the output: Now the Expense Item selector has a filter icon for filtering.

6

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.