Platform, Aurena, and customization FAQ — page 5
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582 questions · page 5 of 15
A custom entity's Object Connections (e.g. the Attachment icon) work fine when the entity is used inside a fully custom projection, but not when the same custom entity is connected via projection configuration to extend a standard projection and surfaced as a list on a standard page — even with Object Connections enabled and the cache refreshed.
After creating a Command Button of type NavigationLink with a NavigateFilter in Page Designer, is there a way to go back and view, edit, or add to its navigation parameters — the documentation only covers creating one?
Copy Rows is visible on a list/table in Aurena, but no Paste Rows option appears afterward to actually use what was copied — across multiple environments/databases, with no projection or permission difference found. Is this a bug, and is the Duplicate button a workaround?
Is there a way to duplicate a standard Aurena page so a modified version can exist alongside the original standard page — both needed simultaneously for different groups of users, without breaking the standard page or losing entity editability the way a fully custom page would?
Can a date field in IFS Cloud accept relative date-arithmetic input directly, like 'TODAY + 1 month' or 'TODAY + 20 days', the way some other systems support typing an expression into a date field?
In Page Designer, what does the 'Default to Previous' option on a field control — the documentation doesn't explain it?
A field that clearly exists on a screen's underlying view (confirmed by querying it directly in SQL) doesn't appear as an option in that screen's Column Chooser, with no obvious configuration reason why.
Toast/popup notification messages in the corner of the screen disappear very quickly unless the mouse is actively hovering over them — is there a way to make them stay visible longer by default?
An entity referenced on a page (e.g. BusObjRepresentativeOrderQuotation, used in the Sales Quotation tab of a Representative 360 page) doesn't appear on the Entities page or the entity configuration page, so there's no obvious way to add a custom field to it. How do you add a custom field in a case like this?
'My Time Registration' fails with 'Could not load metadata for TimeRegistrationEmployee' for some users in TEST/PREPROD but not others, and extensive troubleshooting (page configuration republish, cache refreshes, profile checks, permission-set comparisons) hasn't resolved it. What else could be going on?
Trying to add a command to execute a Quick Report via Page Designer, context/page values can't be mapped as report parameters — is this a configuration mistake, or a real limitation, and does it apply to all Quick Report types?
Is there a way to create a one-click shortcut/bookmark to a specific filtered list — for example, always landing directly on Events whose IDs start with a specific prefix, rather than navigating to Events and re-applying the filter every time?
How do you set a Lobby you created as a user's default home page, so it displays automatically when they log in?
In Aurena/IFS Cloud there are no checkboxes — the equivalent control is a slide-style toggle. What's the correct term to use for it in documentation and training material, replacing the old 'check the X box' wording?
Earlier IFS versions let you set a default value for fields on a screen, but this functionality isn't obviously available in the version I'm on now — how do you achieve the same result?
Creating a new custom-list page bound to a Custom Logical Unit fails when the page tries to populate, with an OData error like 'ONLY_FOR_TYPED_PARTS: $select is only allowed for typed parts' or 'NAMESPACE_NOT_ALLOWED_AT_FIRST_ELEMENT' — the same basic steps (custom entity, custom projection, new page, List element bound to the entity) worked before for a similar simple custom list.
After unpublishing a page to change its Datasource Entity Set under 'Active Page' in Page Configuration, the three-dot menu that used to let you access that setting is no longer visible — is there a way to get it back?
Can Lobby navigation parameters use standard comparison operators (>, <, <>, etc.) in their filter expressions, rather than only exact-match equality?
Some standard IFS fields (and custom fields) show no Field Description at all in Aurena — is there a way to add a description for a field that currently doesn't have one?
Is there a way to make a standard field mandatory for every user/profile on a screen (not just for whoever currently makes the RMB > Properties > Mandatory change, which only affects that one user's personal profile)?
Is it correct that Background Jobs can't be deleted from the Aurena client the way they can from IEE, or is this a bug?
After a routine Chrome or Edge browser update, the Find/search field text in the IFS Cloud web Navigator renders cut off — only the top of the characters is visible — with nothing having changed on the IFS side, and adjusting the browser's own zoom level sometimes 'fixes' it.
What does 'RMB' mean in IFS documentation and community discussions?
A custom field originally added to one entity (like Customer Order) needs to also show up on a different, unrelated entity's page (like Business Opportunity) as a Projection Configuration — the custom field was added to the Entity Configuration and mapped, but it doesn't show up in the attribute list when trying to add it to the second page's content, even after refreshing the projection cache.
Some Notes-type fields display as a small, limited-height text box that's hard to read or edit once it contains much text, while other similar fields show a full 'Notepad' popup for editing — is there a way to get the Notepad-style editor for a Notes field that currently doesn't have it?
Is it possible to control where a new custom RMB menu item appears — for example, placing it in between existing standard menu options rather than always at the very top of the menu?
A user accidentally enters an out-of-range numeric value into a personal client setting, and every time they try to open the screen that would let them fix it, it immediately errors with something like 'Value of X is not valid... should be between Minimum and Maximum' — leaving them unable to self-correct it.
How do you change the logo shown on the IFS Cloud homepage/welcome screen — it's not controlled by Page Designer (which is unavailable on the homepage) or by the logo file used for quick-print report headers?
In the old EE client, a List of Values (LOV) selector could be filtered by a value already entered elsewhere on the same form (for example, filtering an LOV by the currently-selected Customer). Is there an equivalent way to pre-filter an LOV based on another field's value in Aurena?
On a read-only screen (like a read-only staged billing lines view), a custom field that's configured as updatable still can't be edited — is this expected, and does it behave differently in IFS Cloud?
A Lobby navigation link built with an OData $filter needs to match more than one possible Objstate value (for example, both 'Released' and 'PartiallyDelivered') combined with an OR, but the filter doesn't work as written.
A Lobby element's filter is built to accept a comma-separated list of Site codes from a parameter (so a user can filter to several sites at once instead of just one), but the resulting SQL only ever matches a single value — the whole comma-separated list gets treated as one literal string inside the IN(...) clause.
An LOV field on an Assistant works the first time a value is selected, but after clearing that value and trying to pick a different one, the LOV only ever shows the previously-selected value and won't populate the rest of the list.
Is it possible to edit Lobbies (data sources, elements, etc.) directly in Aurena on Apps10, the way it's possible in Aurena on Cloud — or does Lobby editing on Apps10 still require IEE?
Conditional Formatting rules built on the EE/Apps10 client (for example, making a field mandatory based on which Approval Step a record is currently at) — do they carry over when upgrading to IFS Cloud/IFS21+?
Is there a way to pass a fixed text value as a parameter through a Custom Menu (RMB) that opens another screen, when directly embedding the value (with or without quotes) in the target address doesn't seem to work?
A custom RMB menu item created in IEE opens an Aurena page in a browser, but adding a $filter query-string parameter to pass an IEE field's value through (to filter the Aurena page by, for example, a Person ID) doesn't work no matter how the substitution syntax is written.
A user's personal profile was accidentally cleared out — is there any way to restore it to what it was before?
An Assistant invoked from outside the current page (like a 'Create Receipt' dialog launched from a button rather than being part of the page itself) can't be found or configured in Page Designer directly — how do you customize a step in an externally-invoked assistant like this?
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