4. Actionable Generic Inquiries & Dashboards on Mobile - Summit 2019 Session Examples
This post shows you how to create one of the examples from my presentation at Acumatica Summit 2019 in Houston, entitled C103: Getting Actionable Information with Self-Service Reports & Dashboards (click here for all of the examples).
In Example #3 we created an actionable Generic Inquiry and Dashboard.
Here in Example #4, we are creating an actionable Scorecard KPI Widget showing us the Tasks that are due today. But we'll also add this Dashboard to mobile at the end so a Salesperson could take action on their Tasks from the Acumatica mobile app.
1. First we need to create a Generic Inquiry. Here are the screenshots from my Generic Inquiry definition. Note that because multiple Activity types are stored in the CRActivity table, the CRActivity.Subject Data Access Class field doesn't have a hyperlink because it isn't sure which screen to take you to. That's why I added a custom navigation. Pay special attention to the Navigate To field on the RESULTS GRID tab on the NAVIGATION tab where I defined a navigation to the Hidden -> Task screen:
2. Now we have our Generic Inquiry. In Example #3, we used on on-the-fly filter for our Scorecard KPI Dashboard Widget, but in this Example #4, I'm creating a Shared filter by clicking the Filter icon in the screenshot below, giving it a name of "Due Today", filling in the filter fields, clicking Save, clicking the Shared checkbox, then clicking Save again:
3. Now we can add our Scorecard KPI Dashboard Widget:
4. Set the Inquiry Screen field to Hidden -> Hidden Generic Inquiries -> Tasks, the Shared Filter to Apply to Due Today (that's why we created the Shared Filter), the Field to Aggregate to Summary, the Aggregate Function to Count, the Normal Color to Gray, the Warning Color to Gray, the Alarm Color to Gray, the Icon to check box, and the Caption to Tasks Due Today:
5. Now we have a Scorecard KPI Dashboard Widget that a Salesperson can take action on:
6. Clicking the Widget in the screenshot above allows you to drilldown to the Generic Inquiry with the list of Tasks that are due today (note that my data is bad so the Due Dates are really old):
7. Since we defined custom Navigation on this Generic Inquiry, we can click the Summary hyperlink to drilldown into the Task screen so we can mark it COMPLETE or extend the Due Date:
8. But can do this same thing on the Acumatica Mobile app. First we have to add the Generic Inquiry to the mobile app. Starting in Acumatica 2018 R1, you can do this by checking the Expose to Mobile box on the Generic Inquiry definition:
9. Then we have to add the Dashboard to the mobile app. First, click DESIGN and PROPERTIES on the Dashboard to get to the Dashboards (SM208600) screen. Then, starting in Acumatica 2018 R1, you can check the Expose to Mobile box.
10. Now, when you open the Acumatica Mobile app, you will see Sales Manager and Tasks if you scroll to the bottom:
11. If you click Sales Manager in the screenshot above, it will take you to the Dashboard on the mobile app:
12. If you click the Scorecard KPI on the top of the screenshot above that we created (TASKS DUE TODAY), then you will drill into the Generic Inquiry:
13. Pretty cool huh? But this is where my example breaks down. There is currently an issue where not all fields display in the mobile app properly. CRActivitiy.Summary is one of them. This is why I can't drill into the Task in my screenshot above to mark it COMPLETE or extend the Due Date. Hopefully Acumatica fixes this in future versions. I've seen this issue before and someone from Acumatica Support showed me a workaround to get it to display properly. If anyone is interested in that, let me know and I'll dig it up and attach it to this Discussion Topic.
14. Just like I noted on the bottom of Example #3, the Aggregate Function of Count is actually a Distinct Count. So, if multiple Tasks had the same Summary value, then they would all be counted as one Task. It would probably be better to use another field like CRActivity.NoteID. But I realized this after typing this post and I don't have time to change it 🙂
Lastly, I just want to point out that this is really, really cool. Think about it, I was able to enable a Dashboard and the underlying Generic Inquiry (for drilldown purposes) simply by checking a couple of Expose to Mobile checkboxes. All without having to write ANY code. This is a great example of the power of the Acumatica mobile app which is not a separate development effort, but something that runs within the Acumatica Framework. Pretty cool stuff, especially when it comes to actionable Generic Inquiries and Dashboards on Mobile.
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