Hello Everyone,
I updated a few of my classic dashboards to Kinetic. The first thing I noticed was I don’t see the option to Group By Summarize or Filter on the columns. Is there something I have to different to allow this functionality? Thanks in advance. Miguel
You need to go into Application Studio (in the overflow menu of the new dashboard).
Add a new layer.
Edit the dashboard page.
Click on the grid you want to add filter/group to.
On the right-hand side, under Toolbox, scroll down and expand ‘Advanced’
The “Show Filter and Group Options” option you want is at the bottom.
Preview and test the layer.
Then Save, Commit, and Publish the layer.
Add the Customization to the Epicor menu entry for the dashboard.
Close and re-open Epicor, then opening the dashboard should see the dashboard with the customization active.
Hello Tim,
Do I have to this for each dashboard individually?
Thank you.
For each grid on each dashboard that you want to have this enabled.
If you want filter enabled on load then do as Tim mentions but if you’re just looking for the option while running the dashboard it’s here:
