Application Studio - Basic Dashboard 2 grids - column help

Hello, I’m struggling with I’m guessing is going to be the most basic fix.
I’m building a Dashboard that has 2 grids that each connect to a BAQ.

In Application Studio, i have 2 Panel Card Grids, and I’ve managed to connect each one to the BAQ I want.

My BAQ’s have the fields ordered the way I want them, but in App studio, they don’t show up for me to adjust again.

When testing, I can seethe columns (out of BAQ order), and adjust them using Personalise columns, but surely this just a personalisation?

Reading through a lot of the posts on here, I’ve got Grid Model Auto Load Columns ticked on.
In Provider Model > Columns, there are no columns - Do I have add them manually?

Looking at a single BAQ dashboard I created using the wizard, all my settings are the same.

I feel this is something basic I’m missing.
Thanks,
Jonny

Generally for all my grids, I add the columns manually. But I’ll do this in Grid Model > Columns. Not in the Provider Model.

I’ve never been able to pin down the madness of the sorting App Studio uses when you just check the “Auto Load Columns”

Adding them manually, though, a pain… gives you some other settings. Like controlling the default width of each column, or modifying their format in the Epr Editor Model submenu.

But you can see in the snip below, I’ve added my columns and given each a width. That way I can make sure headings fit, i can shrink columns that just hold small integers, and make others (like description columns) wider.

I know I’ve seen people talk on here about using Guided Setup for the grids - have you tried that?

My columns usually appear to be edited after the first time previewing the dashboard - but it sounds like that is not happening for you… Maybe if you save your layer and re-load? Saying that makes me wonder if it matters whether you’re editing the Base dashboard or just a layer that will be applied to the dashboard…

EDIT: Now that I see @dcamlin’s post, I’m remembering that “My columns appearing after preview” is columns already setup in Grid Model > Columns appear in the visual editor to be re-ordered if necessary after a preview

It really is a pain, but it’s the only way to have control

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Guided setup gives me
CallContextBPMData or Client Data, or Constant… I think I’m looking for BAQ though.

Yes working on base layer, will try adding a layer I guess?

I’ve found the easiest way is to export your “Display Columns” to excel from BAQ Designer… then it is just copy/paste…

Still takes a bit of time, but its mindless work. Beats retyping each field and eliminates fat-fingering something and then wondering why you don’t get any values in a column, haha.

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Thanks for all the feedback.
I’m missing some basic knowledge, going to spend a couple of hours watching videos.
I’ll report back with what I learnt, so hopefully that shortcuts someone issues later.

Just to close this off. I have to add the columns manually.
Sort of hoping that when Epicor fixes the column ordering changing from BAQ, then this will go away.

For a first foray into Kinetic and Application studio, coming from E10.1.600, I’m underwhelmed.

Onto the next problem

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In newer versions where the grid guided setup exists. The best, quickest and easiest I have found is to create a DataView for your BAQ and then use the guided setup on the panel card grid and select your new data view. That will bring in all the columns from your BAQ. Instead of having to manually add them.

Note. As always this is version dependent. If you have the guided setup option at the top of grids then this will work. Otherwise it is all manual.

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You can download our dashboard template and instructions from here: Insights 2024 and some free downloads! - Kinetic ERP - Epicor User Help Forum. See the part in the instructions where you add the grid.

I still have trouble with columns sometimes, so please vote for this idea: Log In - Epicor Identity

FYI - @mbayley and I will be doing another session at Insights 2025 - Taming the Dashboard Dragons. Not on the agenda yet.

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This is the key.

This tells me you don’t have a dataview created for your BAQ.

Do that and the guided setup should allow you to bring those columns into Data > Grid Model > Columns. This should also fix your issue with the Auto Load Columns not working because it brings the column order in from the dataview.
The easiest way to reorder them is to use Peronsalize Columns on the grid within App Studio. After moving them around, you should also see them moved in Data > Grid Model > Columns.

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Wow, huge help thank you @hmwillett @BenWheeldon.
Columns are there, not yet re-ordered.

When I preview, the data isn’t loading - is this just a preview thing?
Have checked that the BAQs are actually working, they are.

Used this topic to check the right boxes were ticked: Grid Refresh in Application Studio - #3 by dcamlin

Have tied the events that were generated in the guided setup to the Window Trigger; On load hook. That’s not working though.

Very grateful for your help.

Jonny

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Excellent.

Note, as your BAQ was previously provided by the provider model. You did not need the dataview wizard as the events that would have created is for event driven BAQs. You just needed to choose the manual option, give it an ID, change the schema model to BAQ and select your BAQ.

If the grid is not showing data then that is not because it is a preview. It should still work. First place to check would be the network tab in developer tools (browser) to see if the call is being made when you refresh your grid and if it is then whether it is returning data or a SQL error.

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@BenWheeldon
Grid not showing data - had a look though the events, there were 2 created by the Wizard, but I found a 3rd that I must have made earlier.
When fixing the trigger to Window onLoad the first baq started loading in preview, so I added another BAQ get jobba, and they are both loading on Preview.

I’ll mark one of the above as the solution.
Thanks.

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