{"id":26209,"date":"2023-03-28T12:46:15","date_gmt":"2023-03-28T12:46:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=26209"},"modified":"2023-03-28T12:47:26","modified_gmt":"2023-03-28T12:47:26","slug":"triggering-windows-and-passing-data-from-main-window-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/03\/28\/triggering-windows-and-passing-data-from-main-window-in-sage-x3\/","title":{"rendered":"Triggering windows and passing data from main window in Sage X3"},"content":{"rendered":"\n<p>In <a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\" rel=\"noreferrer noopener\">Sage X3<\/a>, sometimes it requires us to link a pop-window from a button and display information based on a particular record. To achieve this requirement, let us take you through a simple and effective process provided by Sage X3 as shown:<\/p>\n\n\n\n<p>We\u2019ll be referencing the following screen from Sage X3 for this:<\/p>\n\n\n\n<p><strong>Product Master:<\/strong> All > Common Data > Product (GESITM)<br><strong>Functions:<\/strong> All > Development > Script Dictionary > Functions (GESAFC)<br><strong>Actions:<\/strong> All > Development > Script Dictionary > Actions (GESACT)<br><strong>Windows:<\/strong> All > Development > Script Dictionary > Windows (GESAWI)<br><strong>Screen: <\/strong>All > Development > Script Dictionary > Screens (GESAMK)<\/p>\n\n\n\n<p>Refer the screenshots for reference:<\/p>\n\n\n\n<p>We first showcase a custom screen we created as shown below Fig. 1:<\/p>\n\n\n\n<p><strong>New Stuff:<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/03\/28\/workflow-monitor-allows-any-user-to-sign-for-approval\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/03\/28\/workflow-monitor-allows-any-user-to-sign-for-approval\/\" rel=\"noreferrer noopener\">Workflow Monitor allows any user to sign for Approval<\/a><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-1.-Custom-Window-Screen-created-1024x429.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-1.-Custom-Window-Screen-created-1024x429.png\" alt=\"Fig 1. Custom Window &amp; Screen created\"><\/a><\/center>\n<font size=\"2\"><center>Fig 1. Custom Window &amp; Screen created<\/center><\/font>\n\n\n\n<p>This custom Window is a dialog box type so we can use it as a pop-up window. Now we need an Action code for the same.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-2.-Custom-Action-code-for-Window-entry-1024x692.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-2.-Custom-Action-code-for-Window-entry-1024x692.png\" alt=\"Fig 2. Custom Action code for Window entry\"><\/a><\/center>\n<font size=\"2\"><center>Fig 2. Custom Action code for Window entry<\/center><\/font>\n\n\n\n<p>The Action code is created using a Window Entry type template and there we link the main window as our custom window code as shown in Fig. 2, once done we\u2019ll be adding a Parameter code below and keeping it as By Address option as shown in Fig. 3<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-3.-Parameter-for-Window-Action.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-3.-Parameter-for-Window-Action.png\" alt=\"Fig 3. Parameter for Window Action\"><\/a><\/center>\n<font size=\"2\"><center>Fig 3. Parameter for Window Action<\/center><\/font>\n\n\n\n<p>After this the action code needs to be linked to the respective button on which we need the window to be called upon as shown in Fig. 4.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-4.-Linking-Custom-Action-code-with-passed-parameter-value-1024x369.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-4.-Linking-Custom-Action-code-with-passed-parameter-value-1024x369.png\" alt=\"Fig 4. Linking Custom Action code with passed parameter value\"><\/a><\/center>\n<font size=\"2\"><center>Fig 4. Linking Custom Action code with passed parameter value<\/center><\/font>\n\n\n\n<p>Now we can make use of the passed parameter value using PARAM(indice) for accessing and reading tables and fetching useful data on a custom screen to display as shown in Fig. 5.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-5.-Snippet-for-DEBUT-action-on-Window-Action-script-1024x249.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-5.-Snippet-for-DEBUT-action-on-Window-Action-script-1024x249.png\" alt=\"Fig 5. Snippet for DEBUT action on Window Action script\"><\/a><\/center>\n<font size=\"2\"><center>Fig 5. Snippet for DEBUT action on Window Action script<\/center><\/font>\n\n\n\n<p>All that is left is Validating the windows involved and testing out the button functionality as shown in Fig. 6 &amp; Fig. 7.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-6.-Button-on-Product-master-window-1024x236.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-6.-Button-on-Product-master-window-1024x236.png\" alt=\"Fig 6. Button on Product master window\"><\/a><\/center>\n<font size=\"2\"><center>Fig 6. Button on Product master window<\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-7.-Passed-Product-code-and-fetching-required-data-1024x464.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/03\/Fig-7.-Passed-Product-code-and-fetching-required-data-1024x464.png\" alt=\"Fig 7. Passed Product code and fetching required data\"><\/a><\/center>\n<font size=\"2\"><center>Fig 7. Passed Product code and fetching required data<\/center><\/font>\n\n\n\n<p>This is how calling pop-up windows works within Sage X3 in providing open record specific data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-c5e1638fe0db781fd132d689b469078c\" style=\"color:#c71d22\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage X3, sometimes it requires us to link a pop-window from a button and display information based on a particular record. To achieve this requirement, let us take you through a simple and effective process provided by Sage X3 as shown: We\u2019ll be referencing the following screen from Sage X3 for this: Product Master:\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/03\/28\/triggering-windows-and-passing-data-from-main-window-in-sage-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,13],"tags":[48,476,3714,1418,3715,1477,2413],"class_list":["post-26209","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-action","tag-custom","tag-dialog-box","tag-parameter","tag-passed","tag-pop-up","tag-window"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=26209"}],"version-history":[{"count":10,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26209\/revisions"}],"predecessor-version":[{"id":26225,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26209\/revisions\/26225"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=26209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=26209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=26209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}