Data Rules for Trackers in Kinetic

Kinetic ERP
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I’m pulling my hair out trying to get a epi-shape to show in a Kinetic tracker view. I’m hoping someone here knows the correct chant or combination of animal sacrifices required to get Application Studio to work the way it’s supposed to.

First part of the story is - I want to customize the Customer app so that if a customer is on credit hold OR aging hold, show a red(ish) epi-shape with the text Aging/Credit Hold in the header. Epicor already did this with the credit hold shape, so how hard could it be?

I’ve tried adding a new shape and new rule, but when you try to add a shape to the header in Customer, one of the (4) existing ones (Global, Inactive Customer, Inactive Ship To, Credit Hold) just disappears. I remember a bug from a previous Kinetic release where App Studio would puke if you added more than (4) shapes to a screen, but that was supposed to be fixed. It is not.

Then I tried changing the text on the existing Credit Hold shape to Aging/Credit Hold, creating a new Data Rule that hides the shape if AgingCreditHold is false. The problem is there is no way to override a system rule, and the existing system rule hides the shape if CreditHold=false. Since not all customers on Aging Hold are also on Credit Hold, this fails when the customer is on aging but not credit hold.

Next, I tried repurposing the system Global epi-shape in the header, renaming the ID, the EpiBinding, the text and the color to Aging/Credit Hold. Then I created my Data Rule that says if Aging Hold AND Credit Hold are false, hide the shape.

That worked a treat…except when Read Only is applied to the menu item, it marks everything as disabled, including the epi-shapes…unless…it’s a system shape! WTF?!?

Anyone experience something similar?

Regular Kinetic App with my epi-shape
Screenshot 2024-10-02 at 12.52.24 PM

Kinetic Tracker App with my epi-shape
Screenshot 2024-10-02 at 12.59.42 PM

Kinetic Tracker App with a system epi-shape
Screenshot 2024-10-02 at 1.01.22 PM

Rules Dump
As a test, I repurposed the Global shape for Aging Hold and kept the system Credit Hold shape/rule. As you can see below, both shapes are showing disabled = false. So why is one disabled in the UI?

Screenshot 2024-10-02 at 11.09.06 AM
Screenshot 2024-10-02 at 11.09.06 AM1689×1390 234 KB

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Custom EpiShapes never really worked that well in Classic either… sad to hear we have some of the same struggles in Kinetic UI too.

I always ended up making my own “shapes” in classic that were just textboxes with colored backgrounds, with some light coding that turned visibility on or off depending on data conditions. It was annoying but at least they behaved exactly as I wanted them to. Hopefully you can solve the built in EpiShape but you could always make your own if needed.

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:scream: I am waiting on that fix!

My workaround that really is not what I want is to put the shape down lower on the page - unfortunately, that is only on the Details tab:
image

…and it sometimes shows as gray, instead of red :man_shrugging: :dumpster_fire:

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That’s a good idea Tom - I may try that. Thank you!

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I’m going to try this one too! Thank you Jonathan.

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It doesn’t look like this is possible in Kinetic. There are no settings for background/foreground color, text size, etc… Appreciate the suggestion.

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I couldn’t get this to work. I dragged/dropped the shape into this area and it just disappears. I tried adding a div (column) too, but that disappears.

Appreciate the suggestion!

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I ended up just setting the disabled text. I’ve spent way too much time on this. App Studio took a step back in 2024.1. This arbitrary shape limitation isn’t fixed and the versioning is back to not working.

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Remember if you’re adding it “down lower on the page”… you don’t want to edit the “Customer” page.

You want to add it on the “Details” page.

image

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Yeah, I had to delete it from the tab page and re-create it on the Details page
image

At least you got something working … but this is just sad

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Yup, I added it to the wrong page! Thank you.

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I agree 100%. Make this such a frustrating experience.