Updating Entity Notes

[hordak]

I want to have the possibility to add a Customer (Entity) Note on Delivery Ticket Screen, means that when a customer is selected I can add a note by the button on left side (pretty same function as Ticket note but concerning Customer entity).
I created an automation and manage to get the button visible but get stuck… tried to use Update Entity Note action in vain.
Help appreciated.

[Bob_be]

Welcome to the community!

I guessing you are going to want to use a prompt to be able to edit the notes field. You can accomplish this by using [?Note;;;;] in the notes field of the action. “Note” can be any text you want to appear before the edit text field of the popup.

Here is a link to better explain the prompt notation:

Custom Keyboard Codes

As of v4.1.61 we can create Custom Keyboards to use with [?prompt] notation, and a Custom Keyboard Widget is available for Entity Screens. For [?prompt] notation, the syntax is: [?<prompt>;<mask>;<default value>;<flags>;<keycodes>] <prompt> is the question or prompt to display <mask> is a regular expression to define what type of characters (and how many) are allowed <default value> allows for a common value to be pre-entered <flags> lets you define the keyboard type and which buttons …

You should be able to view the note you typed in thru Manage->Entities->Entities-> in the notes tab.

You may have to use a Load Entity action before the Update Entity Note action.

If that does not work, post some screen shots of your action(s) and rule(s).

[hordak]

Thanks for your quick reply…I am new to Samba integration so I will do my slow stepping.
I understood the prompt use but Automatisation → Actions > Rules are no yet very clear. Is there some brief manual about ?

I will come back with my results ,screenshots.etc

[Jesse]

Kb.SambaPOS.com is the best resource.

[James56]

Thanks for sharing, Very helpful for me.