Epicor 9.05.702A - Updateable BAQ / Dashboard -> How to Add New

Hi, you probably will have to add a BPM to the updaatable BAQ system generated BPMs, so you can gather the correct default information or even with an updatable dashboard UI custom, Its not that this is a very complicated thing to do, but its kind of time consuming. there could be another way this is just the first idea that comes to my head. 

Kind Regards,
Sergio P.
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I have an updateable dashboard on quotes where the users can update basic quote info. The bottom half of the dashboard also displays all Memos related to the quote as we use these for tracking status. Now they are asking to be able to add new memos directly from this dashboard (currently for that they have to right click to open with quote and add thru quote entry).

 

I made my “memo” BAQ updateable with the “add new record”. The problem I am having is getting it to recognize the correct Quote# to add the new memo. Has anyone done something like this with adding new memos thru an updateable BAQ / Dashboard? I have been struggling with this way to long… appreciate ANY advice. Thanks!