EDD in Quick Access panel - filter by current record?

Epicor ERP 10
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1

Hi all,

I want to use EDD in the Quick Access Panel on the Vendor Screen and filter the results to the current Vendor record.

Example: When you open the Vendor maintenance screen, open the Quick Access Panel via Actions > Quick Access Panel. Add in a widget like AR Balance. I only want to show AR Balance for the current vendor when it loads.

Has anyone done this before? It looks like EDD has almost zero documentation. For such a promising feature its a real let down.

Any pointers would be great.

Cheers,
John

2

Anyone? Any pointers would be great! Or even any documentation would be helpful.

Cheers,
John

3

Hi John, any luck with this? I am trying to do the same but have had no luck. I have seen presentations with this being demonstrated but like you it seem impossible to get any documentation or guidance on how to set it up.

4

I’m late to the party but if you add a filter on the view for the key (like VendNum) and just leave it blank, when you load a record on the parent screen it should (eventually) filter the view.