First set up your user codes, e.g. UserCodeType=Department, User codes = Sec 10, Sec 20, Sec 60, etc.
Then in your combo box Properties:
Data > EpBinding = View.Column e.g SearchFilters.Dept or TransView.Department (use the same dataview your other search filters are using)
Reusable Combo > Type = UserCodes.UserCodesCombo
Reusable Combo > Sub Type = default
Reusable Combo > Filters Params = CodeTypeParam=UserCodeTypeID, e.g. CodeTypeParam=Department
Then, in your results grid, go to Properties > Data > Grid Model > Provider Model > BAQ Options > Where List.
Add a criteria:
Column : the column name from the BAQ, e.g. OrderDtl.Calculated_Dept
Condition: =
Value: Use the EpBinding that you set for the filter above, and use this format:
‘??{SearchFilters.Dept}’ or ‘?{SearchFilters.Dept}’
A single ? means the BAQ runs only if a filter value has been provided.
A double ? (??) means the BAQ runs whether or not a filter value has been provided.
*Use a single ? to make a field required, but be sure to indicate in the label that it is a required field.
@mbayley and I did a session at Insights last year about our dashboard template. You can download the template and instructions from this post: Insights 2024 and some free downloads! - Kinetic ERP - Epicor User Help Forum. There are sections of the instructions you can follow whether or not you use our template.