Hello all, I have added a new dashboard sheet in OrderEntry. The BAQ gets a list of records from a UDtable which has Key1 = the Ordernum. Question: How can I pass the current ordernum to the dashboard so that only records of that Order show in my dashboard? Kind of If I set a parameter, say “c…

Look here: [image] Embedded dashboard in UI Customization ERP 9 Joe, When you embed the dashboard you should have to tell the dashboard to subscribe to the UI data, you can pick how you want to do it. I typically include the r…

Thanks Aaron, but something is missing, it says :slight_smile: [image] I cannot find the value DashBoard browse in my list of values to assign to my Key1 field…in my dashboard…as the note is indicating? What may I be missing? and where to set it ?. thanks Pierre

This is new to me so I’m going to do a quick example. I created a BAQ that returns order num, company, and cust num. I created a dashboard and used this query as the BAQ. I create a filter on OrderHed.OrderNum. I type Dashboard Browse into the value of the filter and the dashboard browse properties…

Thanks, So if I understand correctly, When you setup the filter, you write directly “Dashboard Browse” as a value and the other window pop’s up? Well this does not happen for me… ;( no extra pop up… I am on 10.0.700.2 version of Epicor. Maybe it is not part of my version? or a missing settin…

I did just type it; it wasn’t an option to choose. Try it with a brand new dashboard. The documentation was from a E9 topic, so I can’t imagine it’s version specific.

try filtering the grid and the query. One will give you the option, the other won’t. [image]

Well I tried both ways…none works… I redid a test DB with a dummy BAQ and it did not happen… Question: Do I need to add in my BAQ say field = Parameter ? (so far did not do that… ) tks

No you don’t need to parameter-ize your query.

Try a different field, if you can. Say OrderDtl.OrderNum

[image] Hogardy: BAQ gets a list of records from a UDtable [image] Hogardy: Dashboard Browse listed? I don’t… As far as I can tell… Dashboard Browse is not available for some tables. e.g. UD tables, or others using Key1, Key2, Key3, etc… ( Schema Type = “System” in the data diction…

Dashboard within a new sheet

Epicor ERP 10

Aaron_Moreng (Aaron Moreng) March 15, 2018, 3:50pm 2

Look here:

There is an option when adding a embedded dashboard to subscribe to UI data and you will want to map OrderNum to the Key1 in the dashboard data.

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Dashboard within a new sheet

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