FAQ ID # 4117
Last Update : 2018/09/19
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Question / Issue
dpSmartField Sample Configuration

Answer / Solution
PROGRAM: dpSmartField - Sample Configuration
Table of Contents

DataPlus SmartField - Configuration Auto Field and Command Field
    Act Contact Layout
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
    Tool Box
  3. Right Click menu
  4. Click on Customize menu
  5. Proceed to Sample Configurations

dpSmartField Sample 1 Address Block
    Sample 1 Address Block
    Type: Auto Field
    Fields
  1. City
  2. State
  3. ZIP Code

    Target Field

  4. Address Block

    Target Result

  5. City, State ZIP Code
    San Antonio, TX 78216
AllowNonAlphaNumberic True
PreserveOuterSpaces True
ReplaceAmpersandWithN False

Field 1 Field 2 Field 3 Custom Field
City State ZIP Code Address Block
TemplateFirst
[City] [State] [ZIP Code] [City], [State] [ZIP Code]
San Antonio TX 78216 San Antonio, TX 78216
    Act Contact Layout
    Toolbox
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Clock on AutoField
    Act Contact Layout
  1. Drag the button to location in your layout
    Act Contact Layout
  1. Open Properties window
    Hint: F4
    Properties
  2. Scroll down to "Smart Field"
  3. ButtonText Address Block The name you want to button in the layout to have
  4. FieldName Address Block The name of the field you want to populate
  5. TemplateFirst [City], [State] [ZIP Code]
    Act Contact Layout
  1. Name of button is now "Address Block"
  2. Save and close layout

Launch QuoteWerks
    Act Contact Layout
    Type: Command
    Toolbox
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Click on Command Field
    Act Contact Layout
  1. Drag the button to location in your layout
    Act Contact Layout
  1. Open Properties window
    Hint: F4
    Properties
  2. Scroll down to "Command Field"
  3. ButtonText change "Command" to QuoteWerks The name you want button in the layout to have
  4. ProgramArguments /n:q /c:7 /t:1 Command line parameters for QuoteWerks
  5. ProgramPath H:\Applications\QuoteWerks\qw.exe Your QuoteWerks executable with path

/n:q = opens new quote

  • n:q = Opens new quote
  • n:o = Opens new order
  • n:i = Opens new invoice

/c:7 = retrieve the information into the Sold To, Ship To, and Bill To fields

  • c:1 = Sold to Fields
  • c:2 = Ship to Fields
  • c:3 = Bill to Fields

/t:1 = value of TabNumber to open in QuoteWerks (Document Items)

  • t:1 = Documment Items
  • t:2 = Sold To / Ship To
  • t:3 = Sale Info
  • t:4 = Notes
  • t:5 = Custom

/u:"Username" /p:"Password"

    Act Contact Layout
  1. Name of button is now "QuoteWerks"
  2. Save and close layout
    Act Contact Layout
  1. Name of button is now "QuoteWerks"

DataPlus Sage 100 Customer No Generator
    Customer No Generator
    Type: Auto Field
    Command Field
  1. Cust No

    Target Field

  2. Customer No

    Target Result

  3. 00-0000001
AllowNonAlphaNumberic False
PreserveOuterSpaces False
ReplaceAmpersandWithN False

Properties Custom Field
ButtonText Customer No
TemplateFirst 00-[DataPlus(NextCustomerNo)]
Result 00-0000001
    Act Contact Layout
    Toolbox
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Click on AutoField
    Act Contact Layout
  1. Drag the button to location in your layout
    Act Contact Layout
  1. Open Properties window
    Hint: F4
    Properties
  2. Scroll down to "Smart Field"
  3. ButtonText Customer No The name you want to button in the layout to have
  4. FieldName Customer No The name of the field you want to populate
  5. TemplateFirst 00-[DataPlus(NextCustomerNo)]
    Act Contact Layout
  1. Save and close layout
  2. Name of button is now "Customer No"
    Act Contact
  1. Click on Customer No
  2. Act field should populate based on the DataPlus Configuration

Related FAQs
dpSmartField - Client Installation
dpSmartField - Messages

Direct Link to This FAQ
http://kb.hogandata.com/?f=4117

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