This started as an offshoot of another thread so I thought I would enter it as it’s own.
I need to add a customized dashboard to Customer Maintenance as a Sheet. I have tried two ways and neither work.
First I created a dashboard with a tracker view. I added that as a sheet in Customer Maintenance. I then tried to customize that in Developer Mode inside of Customer Maintenance. It does not allow me to customize the dashboard.
Next I tried deploying the dashboard. I added the deployed dashboard to the menu so it now has a MenuID. In Developer Mode I customized the dashboard. I went back to menu maintenance and added the customization to the MenuID. I then added the dashboard as an AppBuilder Panel in Customer Maintenance. It added the dashboard but did not bring in the customizations.
Not sure if I am missing something or that this can’t be done in Epicor.
Thanks,
Bill