I created a Panel Card Grid on the Customer Activity dashboard and linked it to a BAQ. I need the grid results to be filtered so that it only displays records for the customer currently selected on the dashboard. What is the best way to pass the selected CustNum from the Customer Activity screen to the BAQ and limit the results accordingly?
How are you populating the grid? Dataview and event? Or provider model?
Grid Model → Provider Model → Baq ID
Just below BAQ ID, there should be a BAQ Options… click into there.
Add a where clause of:
BAQ_Column = '??{Customer.CustNum}'
The first part will just be the column in your BAQ you want to filter. So, could be Customer_CustNum… or UD01_CustNum… all depends on how your BAQ is built.
@dcamlin That is exactly what I had. The issue was that the field in my BAQ was OrderHed_CustNum, but I was referencing Customer_CustNum. Once I changed the BAQ to use the Customer_CustNum field, everything worked as expected.Thanks for the help!
for that, just use OrderHed_OpenOrder = true
Here’s an example of a Provider Model where clause I have on one of my dashboards…
PartDtl_PartNum = '??{Part.PartNum}' AND PartDtl_RequirementFlag = 0 AND PartDtl_SourceFile = 'PO'
This just shows you can string them together, if you have more than one criteria.
But only my first one is tied to a table.column binding. This is where you use the curly braces { }. This passed the value of that table.field.
For static values like true or false … you can just type those in. You don’t need the curly braces.
You can also try 1 or 0 for boolean values. Like my second clause.
And if you just have static text, you just wrap that in single quotes to send a static string value like my 3th clause 'PO'
That worked perfectly thanks!