I am creating a BAQ that I need to be able to filter. Using dashboard properties, I can’t figure out how to select more than one condition though. I was able to create criteria from the tracker form on my dashboard( like a date range). But I didn’t see an option on how to do multiple selections. For example, I want to be able to look at joboper table and be able to select multiple operations to view at once, not just one at a time.
Thank you,
Tony
Use a starts with or matches condition. That will allow you to filter down to 1 job and see all operations for that job. Or you could do this by some type of job operation condition that you are using:
hope that helps.
-Bobby
A better example would be where I need to see Operations called Kitting, welding, assembly, etc… and see all the jobs that are associated with those 3 operations. So less about a single job, but more about seeing multiple operations and what is in queue for them.
Same principle still applies. Create a BAQ with the Jobhead, jobasmbl, joboper, and opmaster tables Then add a dashboard filter for the operation code or operation description or any other field. If you search for the operation Kitting it will return all rows with the operation kitting. In the picture posted in my first post, the “Part” is the job part. I can enter a part number in there and see all Jobs that it is used on.
-Bobby
You can do a janky solution with calculated BAQ fields. If you want to always see specific items at the same time (ex: all rows w/ operation kitting, assembly, or welding), you can fill a calculated field with a specific string for each row that has one of these operations. Then create a filter based off of this field in the dashboard.
Note: Epicor is buggy when you try to use calculated field filters on a Dashboard Assembly. I always do Dashboard Runtime when using calculated field filters.
If this doesn’t make sense, let me know. I can make a quick video where I demonstrate the concept.
Hello Tyler,
I think I understand the concept of what you are saying and would like to try something like that. But my customization skills aren’t at that level, and would greatly appreciate a quick video of how to do that.
Thank you,
Tony
Sure. Not sure if I’ll have time this afternoon. If not I’ll make the video tmrw.
No Problem Tyler- Thank you for helping me out!
Link below. Video is about 7 min. Hopefully my voice isn’t too obnoxious. Let me know if you still have questions about anything.
That put me on track, thank you!
Uploading… I"m cancelling the service that I made the video from the previous post on; the link will no longer work.
Since that post, I’ve learned that grid filters are a more effective solution. These can be turned on by right clicking a grid view and choosing “Show Grid Filters”. Once enabled, the filters function kind of like Excel filters. They do allow you to select multiple values, which is what Tony wanted in his original post.
If you’re interested in this and need more info, you can either:
-Look through the dashboard chapter of ICE Tools - I’m guessing they talk about using grid filters in there
-Reply to this thread - I can provide more info if needed
A trick I do when I want a dashboard to be able to filter on Boolean fields, but be an “OR”, is to make a calculated field based on the Boolean filed. The calc filed is a string like:
If(OrderHed.OpenOrder) "YB" else "NB"
Then in the Dashboard tracker, add the calculated field with the matching type. Now the user enters “Y”, “N” or “B” (for ‘Both’) in the field.
If you had just added the OrderHed.OpenOrder field to the tracker, you’d be stuck only viewing Open Orders xor closed ones Never both.