Dropdown or Autofill Option?

V5 Question
1

Hi all, is there a way to load all entities when adding a customer by change ticket entity action with prompt in rule to add to table?? this is where i am stuck…

rule.PNG740×539 12.4 KB

choice.PNG736×454 14.1 KB

ticket.PNG723×726 28.2 KB

choose.PNG1217×612 31 KB

Thanks in advance if you can help…

2

Try this for your [?prompt] …

[?Customer;;{ENTITY LIST EXP:(ET=Customers)}]

It creates a Dropdown list, and as you start typing, it will “auto-fill / search” …

image.png1464×787 36.8 KB

7 Likes
3

@QMcKay QMcKay You are a STAR, Thank You so Much :slight_smile:

4

Can this be done for Account Names so it can be used when making payouts?

5

I don’t see a reporting option for accounts. However, this can be done with REPORT SQL DETAILS.

What account type holds your payout accounts?

6

Pay suppliers is the one i am using

7

This will give you a list of every account:

{REPORT SQL DETAILS:SELECT Name FROM dbo.Accounts ORDER BY Name:F.Name}

If you have customer accounts, this list could be large.

This will give you a list of accounts with the account type ‘Payment Accounts’

{REPORT SQL DETAILS:SELECT A.Name FROM dbo.Accounts A INNER JOIN dbo.AccountTypes AT ON A.AccountTypeId = AT.Id WHERE AT.Name = 'Payment Accounts' ORDER BY A.Name:F.Name}

You can change ‘Payment Accounts’ to whichever account type your account falls under.

8

Thanks a lot man. As usual very helpful.

9

pay supplier rule
pay supplier rule1699×846 31.1 KB
suppliers
suppliers1496×839 49.3 KB

Am I doing something wrong?

10

My bad.

Try this:
{REPORT SQL DETAILS:SELECT Name FROM dbo.Accounts ORDER BY Name:F.Name::|}

or

{REPORT SQL DETAILS:SELECT A.Name FROM dbo.Accounts A INNER JOIN dbo.AccountTypes AT ON A.AccountTypeId = AT.Id WHERE AT.Name = 'Payment Accounts' ORDER BY A.Name:F.Name::|}

I added ::| at the end that will concatenate the query results separated by | which should work for the dropdown.

11

Thanks a mil once again.

1 Like