After reading the Application Studio User Guide, and working through all the training material available on the Epicor Learning Center, I found myself still struggling with how to just build a super simple Kinetic Dashboard (one BAQ, no parameters, no tabs, no filters, 1 pane only, not updatable). After reading the forums here, I finally pieced it together and figured out how to build the simplest of dashboards.
Note I didn’t want to use the conversion tool because of the way things get renamed and in an un-editable state - heard about this in the forums here.
Here are my findings using 2024.1.10. Overall, I give the process eight sad faces and one happy face.
When looking at Dashboards in Application Studio, it is helpful to filter on Type = Dashboard to show only dashboards. Then sort by the Application ID.
Do your development in a Test/Pilot environment, then transfer it to production later.
• Open application studio
• Create a new entry using the (+) button at the top right, select Dashboard type, set the ID of the dashboard
• Select Application Map link at the top.
• Set the new Name and Caption for the dashboard
• Click Edit Page (or select the rectangle thing in the middle and select Pencil icon)
• Under components, find Grid and drag it onto the main page
• Click on Properties (top right)
• Click on “No records available” section to give it focus
• Click Data on right
• Click Grid Model
• Scroll down and Click Provider Model
• Set the BAQ ID that will provide data to the Grid
• Check box for “Auto Load Grid”
• Navigate back up to metafx-panel-card-grid link on the right.
• Scroll down to the bottom and click Advanced
• Check option for “Auto Fill Container”
• Navigate to metafx-panel-card-grid > Grid model
• Select option for Resizable
• Select option for Sortable
• Select option for Filterable
• Select option for “Advanced Filter”
• Click Play Button / Preview Button. This should pull in data, but probably in the wrong order.
• Force Column Display Order:
o Warning – any spelling mistakes here could break the entire dashboard. Click Preview occasionally to verify things are still working.
o Get the exact Alias names from the BAQ
o Get column order, and display names that should be shown in the BAQ
o from metafx-panel-card-grid > Data > Grid Model > Columns, click the (+) button
(NOT the location at metafx-panel-card-grid > Grid Model > Provider Model > Columns)
o Under Field, type in the Alias from the BAQ
o Set the Title to define the column header text. The Title is what will display on the dashboard – usually the Label value from the BAQ.
o Continue adding columns with the (+) button until all columns for display have been added.
o Why is there no option here to select BAQ fields? This is a lot of typing 
Also, why doesn’t this pre-populate with the same display order as defined in the BAQ?
• Click the Save button top right
• Click the 3 dots button, then select Publish. Tha Base layer is now defined.
• Create a blank Layer
o Otherwise, the app will error out when you put it in Menu Maintenance.
o Close the editor window.
o Close and re-open Application Studio, so that the newly created application will be visible. Why is there no Refresh button here?
o Click on the Base link for the Dashboard you just created, select “Use Layer”
o Click on the blue text in the top right
o Set a layer name, such as “L1”, then click the “Save Layer” blue link.
o Preview the layer
o Save the Layer
o Publish the Layer
o Close and Re-open Application Studio so you can see the Layer you just created.
o There should now be a Base entry and a Layer entry for your dashboard.
• Create a security ID in Menu Security Maintenance (if needed)
• Now create the entry for this app in Menu Maintenance.
o Set all the fields you would normally set in Menu Maintenance.
o Click the “Kinetic Customization” search button, and select the Layer you created for this dashboard.
o The field is Light Gray, making it look like it’s disabled, but it’s not disabled 
o Save, close and re-open Epicor so that the menu change populates in the Menu. Shouldn’t there be a Refresh button for the menu, similar to what you see in SQL Server Management Studio?
• Build the solution for transfer to production
o Open Solution Workbench – use the Kinetic version. Classic won’t work for this.
o Create a new solution, give it an ID and a Description, then click Save.
o In solution workbench, you need to add a KineticApp element type, not a Dashboard. (Dashboard = Classic dashboard, KineticApp = Kinetic Dashboards and other stuff)
o There’s a bug where sometimes you can’t select the row you need. Select a different row, un-select it, then you’ll be able to select the row you wanted in the first place
o Add the Menu element for the dashboard
o Sometimes, things are automatically checked that you didn’t explicitly check. Watch out for this and remove them if needed They can also be deleted after-the-fact if they get accidentally added.
o Add the Security element if needed. Sometimes, no results populate. If you see this, save your solution, close and re-open it, then you should see Security elements populate when you search for them.
o Build your solution, and copy it to your production environment
• Use solution workbench to install your solution in Production
o Close and re-open Epicor to see the dashboard in the menu.
There’s a lot of sadness in this process, but I am pleased to find that now in Kinetic you don’t have to scroll to the very end of a result set to see summary data. 
Hope this is helpful. Comments on the process or better ways to do things is appreciated. Thanks.