# Custom Kinetic Search

**URL:** <https://www.epiusers.help/t/custom-kinetic-search/84429>\
**Category:** Kinetic ERP\
**Tags:** customization\
**Created:** [November 9, 2021, 6:23pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429 "2021-11-09T18:23:15Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 6:23pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/1 "2021-11-09T18:23:15Z")

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After this ([Updating Kinetic Dataviews with Event to Show Custom Field](https://www.epiusers.help/t/updating-kinetic-dataviews-with-event-to-show-custom-field/84267/)) headache-inducing ride with @hmwillett trying to learn how to customize a built-in form, I gave up and moved on to the next problem. I am hoping this one is easier than the last.

I have added myself a UD field to the WhseBin table. I would like to see this field in various places to make it actually useful. The most useful place to see this field would be in the PartBinSearch form (or sidebar, whatever).

Is there any way to customize the PartBinSearch to include a field for my bin fullness custom field? Thanks for your time!  
Nate

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 6:36pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/2 "2021-11-09T18:36:59Z")

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Did you say you were SaaS?

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 6:37pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/3 "2021-11-09T18:37:36Z")

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Does that mean dedicated cloud tenancy? If so, then, yes.

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 6:38pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/4 "2021-11-09T18:38:22Z")

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Lemme ask it this way… do you have access to the server files?

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 6:39pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/5 "2021-11-09T18:39:04Z")

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No, not that I know of. I have to submit Epicor requests to get anything from the server.

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 6:39pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/6 "2021-11-09T18:39:23Z")

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The only way I have found to make custom searches to to modify the JSON on the server, then run Conversion 191 to move it into the XXXDef table.

Outside of that, you may want to go with a BAQ or Quick Search.

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 6:41pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/7 "2021-11-09T18:41:20Z")

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> [@hmwillett](#):
>
> The only way I have found to make custom searches to to modify the JSON on the server,

How do you always have the hardest approach?! HAH!

> [@hmwillett](#):
>
> Outside of that, you may want to go with a BAQ or Quick Search.

Can I create a BAQ or Quick search that works in Kinetic? I don’t see a place to choose it in the PartBinSearch pull out thingy.

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 7:01pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/8 "2021-11-09T19:01:25Z")

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> [@NateS](#):
>
> How do you always have the hardest approach?! HAH!

To be fair, App Studio doesn’t exactly make it easy, hahaha.

> [@NateS](#):
>
> Can I create a BAQ or Quick search that works in Kinetic? I don’t see a place to choose it in the PartBinSearch pull out thingy.

You bet! It’s at the bottom of the Search Options on the show-search widget.

 ![image](https://www.epiusers.help/uploads/default/original/3X/6/c/6c9ffac40c2bb43ee357b1b0e23ef8d1e94a3e49.png)

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 7:03pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/9 "2021-11-09T19:03:16Z")

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> [@NateS](#):
>
> How do you always have the hardest approach?!

You should see what I did to build out a custom Kinetic screen that didn’t use one of the premade screens. 😬

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 7:21pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/10 "2021-11-09T19:21:05Z")

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Aaron you are a saint for helping!  
So, I copied all the event widgets for the locked event: InvTrans.ToBinNum. I pasted them into a new event with identical triggering. The only difference is that I navigated to search type/name and put in my new BAQ. I created a BAQ like this:

```sql
select 
	[WhseBin].[WarehouseCode] as [WhseBin_WarehouseCode],
	[WhseBin].[BinNum] as [WhseBin_BinNum],
	[WhseBin].[Fullness_c] as [WhseBin_Fullness_c],
	[WhseBin].[Company] as [WhseBin_Company]
from Erp.WhseBin as WhseBin

```

I also set the BAQ Search Like columns to include Company, Warehouse, and BinNum. I shared the BAQ and saved it.

Now When I click on the bin search icon, It brings up the sidebar in BAQ mode, with nothing else in it. No options or results or errors. I must have done something wrong here.

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 7:27pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/11 "2021-11-09T19:27:43Z")

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Can you take a screenshot of the search options?

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 7:29pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/12 "2021-11-09T19:29:49Z")

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Do you mean the BO, method and parameters?

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 7:31pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/13 "2021-11-09T19:31:45Z")

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![1](https://www.epiusers.help/uploads/default/original/3X/7/6/76edc80ef64d82795d9e2ce99ac7082bf5a86370.jpeg)

 ![2](https://www.epiusers.help/uploads/default/original/3X/b/e/beb87daa55abac43d85392424df954510e556361.jpeg)

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 7:33pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/14 "2021-11-09T19:33:18Z")

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It’s likely because you’re using the “Like PartBinSearch.PartBin” and your BAQ is using WhseBin.

Actually, you know what? This one is finicky. Let me try something. Hang tight.

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 7:41pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/15 "2021-11-09T19:41:25Z")

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Change the “like” to PartBin.BinNum instead of PartBinSearch.PartBin.

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 7:44pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/16 "2021-11-09T19:44:38Z")

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That did do the trick! It is not exactly what I want. But for today, I am chalking this up as a win! Thank you my friend!

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 7:48pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/17 "2021-11-09T19:48:15Z")

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Just for reference, adding a field to the original search (assuming server access) is as easy as adding the new field here:

 ![image](https://www.epiusers.help/uploads/default/original/3X/4/1/4131e73f7c653679eca31fcf3fb4a9fc100e9e36.png)

 ![image](https://www.epiusers.help/uploads/default/original/3X/0/c/0ca9a8804efbecb38105ee30969bd7a509cbb58f.png)

Save, then run conversion 191. Boom. New field in search.

\*\*Note: upgrades may or may not break this. Haven’t had a chance to try. Patches don’t (so far).

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 7:49pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/18 "2021-11-09T19:49:35Z")

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Maybe I can ask Epicor support to do this…

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<div class="post-metadata">

**Author:** ![NateS](https://www.epiusers.help/user_avatar/www.epiusers.help/nates/32/18519_2.png) [@NateS](https://www.epiusers.help/u/NateS)\
**Post date:** [November 9, 2021, 7:51pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/19 "2021-11-09T19:51:57Z")

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How can I filter my BAQ results to include only those rows where the part number and warehouse match the selection on the Inventory Transfer form?

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<div class="post-metadata">

**Author:** ![hmwillett](https://www.epiusers.help/user_avatar/www.epiusers.help/hmwillett/32/93207_2.png) [@hmwillett](https://www.epiusers.help/u/hmwillett)\
**Post date:** [November 9, 2021, 7:52pm UTC](https://www.epiusers.help/t/custom-kinetic-search/84429/20 "2021-11-09T19:52:29Z")

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Was that “Preload Search Filter” not working for you?

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