Monday, 19 February 2018

Custom Image on Acumatica Form

Hi All,

Want to share with you way how can you add custom Image on Acumatica form.
Acumatica custom Image
To do that you can use PXImage control. In the ImageUrl you can add physical path to image on the file system.

<px:PXImage runat="server" ImageUrl ="~/Icons/login_logo.png"  />
Acumatica PXImage

This is static image and not linked with any data view or dac, so if you need to change images dynamically you have to write logic in the code behind file however it is not recommended way by Acumatica standards.

Have a nice development!

Tuesday, 13 February 2018

Cases Escalation

Hi All,

Have you faced the need of escalation process in Acumatica CRM?
In general it is not so complicated to do with work-groups - when you need escalation you just change work-group. Support engineers can monitor a queue (or get a notifications) and work on case.
But here we have quite some manual processes: add escalation note, change status, change work-group.

However we can easily solve it with customization. Let me show you the scenario where you have 2 (or more) buttons: Escalate to L2, Escalate to L3 and so on.
Acumatica Case Escalation Buttons
Each button will show you pop-up form that you need to feel before escalation and do other automation. Pop-up can be pre-filled with text template from Notification Templates. Technically Escalation pop-up is a separate page that is shown as a dialog from code.
Acumatica Case Escalation Buttons
Upon save, our customization will add note to case activities and change a work-group.
Acumatica Case Escalation Automation
Work-group assigned and Template for escalations can be configured on Customer Management preferences.
Acumatica Case Escalation Setup


Project Sources: https://github.com/smarenich/Escalations
Pre-Compiled Project: Escalations.zip

You can easily take project shared and add there own logic and more escalation rules.

Have a nice development!