Dashboard change default row selection on refresh/load

Epicor ERP 9
1

We have a dashboard that displays open cases for all Case Owners, by default on load and refresh it will set the record pointer to the case with the lowest case number. (otherwise the first record returned from the BAQ)
Has anyone got any tips on how I could make a dashboard display the lowest case number for the currently logged in user. We already have the dcduserid in the BAQ. I was thinking that a customization on the load may be possible, but not really sure how to go about it.

Any suggestions/direction appreciated.

2

Get ref to the grid then (not sure if this is all true for E9)

        EpiUltraGrid ultraGrid1 = (EpiUltraGrid)csm.GetNativeControlReference("The GUID goes here");
	UltraGridBand band = ultraGrid1.DisplayLayout.Bands[0];
	band.Columns["YourColumnName"].SortIndicator = SortIndicator.Ascending; //or descending
1 Like
3

Thanks Chris,
I understand what you are saying.

A bit more info. In this instance the dashboard by default displays all open cases for all SalesReps/users/case owner and is grouped by default this way also. So for example if you were looking at all cases that you were the owner of, you would specifically have your group of the dashboard expanded all other cases not owned by you would be collapsed under each persons name.

If you refresh the dashboard currently what occurs is the records reload and the record pointer gets set to the case that has the lowest number. Most of the time the lowest numbered case is owned by someone else and it expands that persons branch of the dashboard not the current user. I want the branch to expand for the current user

I am assuming I would have to find the rowid in the grid after the load that relates to the correct record. In this instance we could narrow it down to the lowest case number that has the dcduserid = currentuser. That’s the bit I’d like work out how to do.

4

Its definitely more tricky with grouping , maybe filtering would help? Is it possible to filter to only show the current users records in your case?

5

We have another tab in the dashboard that does that named My Open Cases. Users like to use the main one, I just want to create some consistent behavior. What happens is if the case with the lowest number gets closed and users refresh it may expand a different group instead of the previous and that causes some confusion.

I don’t think grouping a complication behind the groups the base data is sorted by case number, we store the dcduserid as a field in the results so as mentioned earlier If I can get the rowid I could set ultraGrid1.ActiveRow.= rowid; or similar.

You have pointed me in the right direction, so thanks.

Here’s a post which shows some promise find row in ultragrid by column value | Infragistics Forums and here Searching for Records in Infragistics UltraGrid | TestComplete Documentation

1 Like