It’s called Application Wizard
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Nashville Insights 2024, Day 2.
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When you go into Application Studio, you click the little plus sign at the top right corner to add a new application. After pressing the button, you get this screen below, and you choose the Wizard. It walks you through the steps to create a dashboard, asking the name of the new application, the source (a BAQ), and then additional filters grid definitions, etc… once you reach the bottom, you have the option to continue to add more BAQs and more grids using the wizard. When Done, it drops you into App Studio editor where you can further refine the application.
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@timshuwy I’m a fan of App Studio and all the changes here - I want to lead with that.
But unless the wizard has improved since 2023.2, I (and others) find it creates more work for us than it saves. The columns come in in alphabetical order, which means manually recreating them all slowly and painfully in order to rearrange them. Every time.
We discussed this here the other day:
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Is there a succinct list of what does not work going forward, and how to test for it in your system today instead of waiting for a future version where it is definitely broken? I know I will see 2026.1 in my Pilot before I go live, but if there are a large number of things to address, I need to start far before this comes out. Please keep in mind not all administrators of Epicor Kinetic for companies have the day to day hands on experience you all have, we need some help tools that are for those of us who are very smart but are also the company’s full time desktop support, controller, and CFO at the same time. I will likely need all the time I have available to complete any remediation along with the day to day tasks that dominate my life.
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There have been significant improvements in both 2024.1 and 2024.2 (GA TODAY)… not sure that everything you mentioned has been addressed, but if not, please submit Epicor Ideas to help us improve.
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Feel your pain…we’re just starting to investigate a possible jump to 2024.2 and I’m flying solo here too (just not the controller/CFO piece). We’re all in this together…
[and I insist that this is from a Christmas movie and I’ll die on that hill]
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we have a considerable number of companies running in Browser Only mode for all their users… the exceptions that still need a smart client in 2024.2 are very susinct, and are limited to “development tools”…
- BPM editor is in preview mode
- UBAQ editor is in preview mode
- Epicor Functions - not yet completed
- Advanced Print Management - not yet started
These “tools” may be part of our “PowerTools” that will be distributed with 2026.1 for those that need to do these specialty items.
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OK, so to confirm, the death of the smart client is not the death of Crystal Reports?
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I don’t think so but that would be fantastic. 
Just for @Banderson → I could live without SSRS too…
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So, I have my MES users to auto sign in under a single account when they open the MES client app. Will I be able to do that in the browser? The MES functionality is probably my biggest concern with going away from the client.
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Couldn’t we all.
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I’ve never seen anyone at Epicor mention that. However, I’d still highly consider uplifting your Crystal Reports to SSRS if I were in your shoes. We’re on SaaS Quick Ship and it uses Crystal Reports still so I don’t see why going Kinetic “browser only” would exclude CR.
I’ve been ninja dodging being able to do SSRS because they keep saying they are going to get rid of it and move to something else… but it just won’t DIE
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I’m waiting for the day QS moves to SSRS.
It will live forever, even if it’s replaced, just like Crystal.
Wonder if they’ll move something like PowerBI. Some other LOB software we use moved to BowerBI for all reporting replacing Crystal Reports. Design them in PowerBI as dashboards/reports and use the PowerBI export function to get your PDFs or CSVs/Excel outputs.
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You’re not wrong. Will be around forever.
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I understand that I should be on SSRS. I will one day undertake the process of moving to SSRS. That day is determined greatly by the urgency of what will not be available to my business while I am doing that work, vs the loss of functionality (IE the ability to print a check to our custom 3 part check layout) if we don’t get an SSRS alternative developed. I don’t mean to come across as angry. I get that most of you have more resources and I wish I were in your shoes. I’m not. I realize that a forum is not a great place to look for straight to the point information without victim blaming, flaming and inside jokes — it’s what communities do and how people stay sane. But Epicor chose to only do the happy dance on Epicweb and not explain any portion of what is bad, just a lot of pro-Epicor PR to a captive audience. So I’m here and I’m grumpy. I’ve already gone to a print shop to see if I can buy a new check that will work with the basic SSRS report that prints from 2024.1.
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