Is there a way to (try to) convert ALL of my classic dashboards to Kinetic? Some mass regen option?
I know how to do this one by one…
But there’s no option in Dashboard Maintenance? Or a conversion tool?
I know, they won’t all work (pub-sub nor updatable, for example), but I’ll take any help I can get.
I’m guessing we will get this ability when they release the kinetic version of dashboard maintenance? Hope so anyway.
I could whip you one up real quick, but you probably already know you’re in for disappointment.
So, I don’t know about that… This is how I see it today:
| Classic | Kinetic | |
|---|---|---|
| Where to make 1 dashboard | “Dashboard” (Great name, Epicor) |
Basic Application Wizard (in App Studio at 2022.2+) |
| Where to see all your dashboards | “Dashboard Maintenance” | App Studio? |
I guess maybe the hope is that they’ll build it into App Studio?
No, I mean I don’t think that’s necessary, but I definitely don’t agree with the disappointment part. Though I don’t know what to expect now… Some command line interface?
Yeah I am confused on this too, have tried to get clarification a few times but no real answer yet on what is happening with dashboards. I agree if there will not be a kinetic dashboard maintenance screen we need some kind of bridge to migrate all the existing classic dashboards at once.
Have you had much luck doing it manually?
Only for very simple dashboards.
The same for report styles made from report data definitions that reference a BAQ as their datasource.
You have to click “generate form” on all those report styles and then publish them in order to hang them on the menu as a kinetic app so that it launches the report prompt as a kinetic form instead of a classic form.
I have to bring over a bunch when we go live and the solution workbench doesn’t “deploy” the reports at all. So, I have to go into each one, one by one, and deploy them/generate form.
I hope you voted for my idea about this 
Alisa, would you please send me that idea?
Of course! Epicor Kinetic Ideas
if there is something that can be whipped up @klincecum i would be game but i could not find the process in a function to do it. As tracing is a pain on that process. Your help would be greatly appreciated. We are looking to go live on 2023.2 for all aspects of the business by end of January. We will have to work on the publish and subscribe on them.
I just discovered that on Friday. I started to write a rant on it and then just left work instead. It was in response to this post.
Apparently this functionality (the kinetic report form) does not exist in 2021 (our current live version), so I can’t get a head start on this. We have a very small few reports that need this, though, so I guess I’ll do that after go-live. Yay.
Also, and I’ll admit that I have only started to research this, but what is the method for exporting a Kinetic dashboard?
So my plan (I guess) is:
How do you do step 3?
I get that the customizing part is the KNTCCustLayer in Solution Workbench. But what is the dashboard itself? What is that file type?
Dashboard itself is just regular dashboard there’s nothing different to export. Export BAQ + Dashboard+KNTCCLayer
Then after you import into other environment generate web app + apply layer = profit
(works the same for published dashboard assemblies, with the caveat that Epicor will automatically publish your dashboard assemblies after you do it the first time or you can run a mass publish button)
Oh no… you mean this step?
So I will STILL need to do this manually?!
I think so though I haven’t checked recent versions.