Shortcut Issue

bucobill

Hello everyone.

I need some assistance. I am having an issue displaying an item that is a shortcut in one BO (Invoice). After 6 hours of having issues I thought OK maybe we can verify there are not issues that prevent the shortcut from displaying anywhere. So I created the same shortcut in a separate BO (Order). Low and behold it works there. Now my reference attribute for the two separate BO's are the same, both one to one, No Multiple allowed, both show in the shortcut dropdowns on each BO. However as stated the one BO order displays the payment status and the Invoice BO will not. Please help as I am going bald already and don't want to pull out anymore of my hair.

Thank you in advance.
:?:

kklosson

May not direct help, but sometime this points to different data. I screw myself all thew time because the underlying data is not what I think it is.

bucobill

I don't know how they couldn't have the same data. I take the payment status from payment and shortcut it to order easily but Invoice does not display. I even deleted the attribute with reference to payment in invoice and recreated in case something didn't link well.

Rennur

In the Invoice BO, check that you don't have a rule that READ PROTECTS the reference attribute the Shortcut belongs to.

bucobill

Tried it. It did not work. I literally went through and removed every rule that said had protect in it. I am at a total loss. I always have one issue daily that kicks my butt.

Rennur

hmm :?

Can you provide browser screenshots ?

Rennur

Is the Shortcut label visible but the value is not or nothing is visible?

bucobill

Sortcut label is visible but the paid or not paid is not displaying. I even tried a process which changed the status in payment and then called on a separate process to change invoice paymentstatus to paid and that did not work. I know this should be simple to fix and chances are I am overlooking something but I don't know what. Tomorrow if I can't find a solution I am dropping the invoice Bo and recreating the entire part. I hope to avoid this as the program is rather large and I know this may cause further issues elsewhere.

bucobill

Here is the screenshot that you asked for. As you can see in the order section it shows paid however in the Invoice main area it shows nothing. Both are shortcuts from the payment. paymentstatus attribute and BO. One works and the other does not. I went through again and deleted all of the protects. I have tried everything and really do not want to delete invoice and start over as it has about 117 references between processes, rules and queries. Any help would be appreciated.

RLJB

Do you have the shortcut as a HTML type cell in the form? As shortcuts don't show up when referenced in a HTML cell . i.e. <<Order.Paid>>

Rennur

Few questions:
1) In which BO is the PaymentStatus attribute located?
2) Is the Shortcut (in the Invoice BO) a path to Invoice.AdOrder.PaymentStatus?
3) If not, what is the path?
4) Do you register the payments at Order level.
5) Is PaymentStatus in the AdOrder BO a plain text attribute or a shortcut?
6) Do you have a separate Payments BO?

bucobill

Answer 1) the BO is Payment. The attribute is payment status and references as a shortcut fine in order but the same set-up with a shortcut to invoice does not.

2) No it is to payment direct. If we did paymentstatus reference from AdOrder it would be a shortcut of a shortcut which isn't allowed.

3) Path is payment.paymentstatus This is the same as we are using in AdOrder

4) We register payments as paid after order in the manager and staff VP.

5) In AdOrder it is a shortcut

6) We do have a separate BO for payment.

I appreciate your help. I may have to pay for a support ticket since I went through everything again and still have not seen any issue that should prevent the shortcut from displaying.

bucobill

I purchased a support ticket. I promise to post the answer, even if it makes me look stupid, on the post to hopefully help others.

RLJB

Can you post a pic of the form config screen showing the attribute?

If you are doing <<invoice.paymentstatus>> where paymentstatus is a shortcut then it will not show, you should just put in that shortcut attribute on the form, don't use html attribute

Rennur

If the payment is only registered once through the order then your shortcut path in the Invoice should be:

InvoiceBO.OrderBO.PaymentBO.PaymentStatus
Not to the InvocieBo.OrderBO.PaymentStatus_shortcut

You don't need a PaymentBO reference attribute in the Invoice, just the shortcut.

bucobill

OK Support was helpful. They suspected that the issue was the shortcut did not have the same ID number in the SQL database. While we couldn't change the ID easily we did a work around. We created a new shortcut from the Order section since it ties into the invoice and created a shortcut of the shortcut. SO the final was Invoice.Order.Payment.PaymentStatus and this displayed. It did not throw back an error of making a shortcut of a shortcut. Hopefully this helps someone out in the Aware IM universe.

Thanks to everyone that tried helping.

Rennur

Glad you got it sorted out.

While we couldn't change the ID easily we did a work around. We created a new shortcut from the Order section since it ties into the invoice and created a shortcut of the shortcut.

From what you described in your answers, the final shortcut path is not to be confused as a workaround.

To clarify, since the PaymentBO is registered/stored directly with the OrderBO and not the InvoiceBO, the final path is supposed to be that.

A workaround would be having a rule to define InvoiceBo.PaymentBO.
Since there are many PaymentBOs in the system, Invoice will not link to the right one just because the InvoiceBO.OrderBO has been defined.
You'd need a RULE for that, something like,

IF Invoice.Order IS DEFINED Then
FIND Payment WHERE Payment IN Invoice.Order.Payment
INSET ThisPayment IN Invoice.Payment

Once Invoice.Payment is defined then the shortcut path Invoice.Payment.PaymentStatus will work.

Cheers

bucobill

Well the Shortcut worked for about two days until it started displaying an error of Shortcut contains list. So to fix the issue I deleted the shortcut reference and created a process that changed the status of payment on invoice. Then obviously connected payment to invoice. Since payment and Invoice are connected we were able to create a process that changed Payment Status on Invoice and then updates that payment was verified in payment.

Then created a rule on Payment that says
If Payment.Verified='Verified'
Then Payment.PaymentStatus='Paid'

This allows us to verify payment was made and that the payment was paid.

Still to everyone thank you.

I hope this helps someone in the future that has a similar issue and gets them onto a path to fix it.