You can add your own client-side scripts to pages in the Sage Intacct UI.
Let’s first look at the example (below) and note some key points. At the top, you see that two text entry fields (CUSTOMER ID and CUSTOMER Name) are provided inside a
div tag whose ID is
newCustomer. A Create Customer button that calls a
div tag, an inline style is provided for it according to its ID. This is a best practice as it helps avoid unwanted restyling of page elements. (This is especially true on standard object pages where standard elements may not have
id attributes rigorously assigned.)
createCustomer function implemented in the script. After logging a status message, the function populates an array with name/value pairs. The name is the parameter name for the
create XML API call, and the corresponding value is accessed from the text entry field using jQuery (
API_session constructor is used to instantiate the SDK class and start a session (using the credentials of the current user).
A callback is then defined to capture the server response via the AJAX
responseText property, then print that response to the console.
ip_create call provides the name of the object, the array of field values, and the callback as parameters.
Note the use of
Now lets add the script to a custom menu/page in a Platform Services app.
If you don’t have a Platform Services app, you can add the script to an existing page, such as a standard object page. Note that this approach creates a one-off script, which will not be available when a Platform Services app is exported/installed.
See the Sage Intacct product help for more information about creating menus and pages.
Add the script to the associated page:
Give yourself permissions for the new menu using Company > Users > View Permissions & Roles (or Company > Users > Subscriptions in the Action UI ).
Test your script by creating a test customer.
The callback in the script prints the response from the server to console. For example, here’s a sample response shown in Chrome:
Note: You can ignore messages about Content-length and Connection headers.
Don’t forget to delete the test customer when finished.
On Platform Services pages, you can use merge fields in your scripts to access data from the record in scope. The script editor within the page element has a built-in merge field tool to look up merge fields for the object you are working with. Merge fields here follow the same format they would in any other Platform Services script.