Sage 100

Is there a way to change a List Box UDF to a Drop Box UDF?
Client created some List Box UDF's that would work much better as a Drop Box.

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Bernie Lehman
Lehman Wesley & Associates
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How many tables?  How may UDF's?

Export the UDF values, delete the UDF's, recreate the UDF's, import the values back???

Back in the day, I tinkered (DFDM) with the UDF tables and changed them.  Are you feeling lucky?

Below are the steps that I did back then.  Although, I did something slightly different, you could do the same for your situation.

Modifying a existing UDF to use a UDT for validation in V4.X

 

1)  Create test UDF that uses the UDT.

2)  Make copy of ...\mas_system\cm_udf.m4t

2)  Using DFDM, open ...\mas_system\cm_udf.m4t.

3)  Print the listing of UDF's

4)  Locate the current UDF and the test one created above.

5)  Make note of the differences in fields.  I noted fields 6, 16, 17, 18, and 19.

6)  Change the original UDF record to match the test UDF.

7)  Return to customizer to review original UDF settings.

8)  Test original UDF on a panel.

9)  Delete test udf and copy of cm_udf.m4t if satisfied.

 

Jeff Schwenk  3/9/08

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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Wow, good notes @Jeff Schwenk!!​

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Therese Logeais, Technology Integrators
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Original Message:
Sent: 08-19-2019 17:23
From: Jeff Schwenk
Subject: UDF type change

How many tables?  How may UDF's?

Export the UDF values, delete the UDF's, recreate the UDF's, import the values back???

Back in the day, I tinkered (DFDM) with the UDF tables and changed them.  Are you feeling lucky?

Below are the steps that I did back then.  Although, I did something slightly different, you could do the same for your situation.

Modifying a existing UDF to use a UDT for validation in V4.X

 

1)  Create test UDF that uses the UDT.

2)  Make copy of ...\mas_system\cm_udf.m4t

2)  Using DFDM, open ...\mas_system\cm_udf.m4t.

3)  Print the listing of UDF's

4)  Locate the current UDF and the test one created above.

5)  Make note of the differences in fields.  I noted fields 6, 16, 17, 18, and 19.

6)  Change the original UDF record to match the test UDF.

7)  Return to customizer to review original UDF settings.

8)  Test original UDF on a panel.

9)  Delete test udf and copy of cm_udf.m4t if satisfied.

 

Jeff Schwenk  3/9/08

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

If the field has been added to any grids, removing and re-adding to customized panels will not update the field type information for that grid.  Safest to create a new field with new UDF name, and copy data over... then when satisfied, remove the old field.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Thanks for the detailed information, I am going to give it a try!

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Bernie Lehman
Lehman Wesley & Associates
------------------------------

Original Message:
Sent: 08-19-2019 18:24
From: Kevin Moyes
Subject: UDF type change

If the field has been added to any grids, removing and re-adding to customized panels will not update the field type information for that grid.  Safest to create a new field with new UDF name, and copy data over... then when satisfied, remove the old field.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------