Insights 2024 and some free downloads!

Epicor Insights 2024 was my third conference and the best yet! It was great meeting many of you in person. To all who attended @mbayley’s and my presentation (Valuable Lessons Learned from Kinetic Dashboards in Application Studio)—thank you for your interest and positive feedback. I see that our presentation deck is still not available in the mobile app so here’s a link:
https://lfiles.innovativeautomation.com/link/3eDBF2fxfKgc8XNcfBdX8S

I’m also including a complete list of dashboard problems and ideas. Please vote for the ideas!
https://lfiles.innovativeautomation.com/link/ncHn3x0p163sy9QsyZpHPc

And here is the dashboard template:
https://lfiles.innovativeautomation.com/link/Lx8gBNIsN3o6anJafio5yM

And instructions:
https://lfiles.innovativeautomation.com/link/AgioFE3sYUsDtD9IJE0U5D

18 Likes

Thank you! This was one of the best sessions last week!

2 Likes

I enjoyed your session too - thank for you presenting.

3 Likes

Awesome session!

@mbayley, would you mind sharing your BPM for Base Layer editing within App Studio?

3 Likes

Hi Brian, check out this post: Custom Kinetic Application Base layer not available to another developer - Kinetic ERP - Epicor User Help Forum (epiusers.help)

1 Like

@tpogue thank you!

1 Like

Great presentation and thanks for the downloads.

2 Likes

@tpogue Thank you very much for the downloads - I have some dashboards that I would like to convert over but they are too complex.
This will get me started.

2 Likes

This was one of the best presentations at the show. Thank you so much for making these available!

2 Likes

Thank you for this! Great session! Looking forward to your next one!

JP

2 Likes

I second that. You two make a good team.

actually not good… great.

2 Likes

Yes, great presentation. Thank you for the downloads.

3 Likes

Thank you for this generous contribution.

3 Likes

Dashboard/App Studio Problems & Ideas

PROBLEMS

1. Can’t Update a Base App Created by Someone Else

Description Details
Problem Happened with dbd template created by Michael; I could not update. Also after we upgraded - since Michael exported and imported all into Prod, he became the “owner” of all dashboards.
Workaround IAI Workaround: BPM (see Custom Kinetic Application Base layer not available to another developer). Another option: Add a security group. See Anybody with dashboard developer.
Epicor Idea Please vote on this Epicor Idea: https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4434

2. Corrupt Dashboard Grids

Description Details
Problem App Studio export/import is meant for copying across instances, not within the same instance. If you export/import in the same Kinetic instance, grids use the same guid, resulting in corrupt dashboards (columns added from other dashboard grids).
Workaround IAI Workaround: Warning: unsupported method Set unique guids in JSON file. Update manually. Export the dashboard app, open in 7-Zip, update layout.jsonc with new guids for the dashboard and grid (use online Guid Generator). Another workaround (supported) is to create a new grid when building a new dashboard from the template.
Epicor Idea Please vote on this idea: Ability to copy Kinetic dashboards in

3. Missing Currency Columns

Description Details
Problem Many currency columns will not display in dashboard grids.
Workaround Workaround: In App Studio grid properties > Data > Grid model > Columns, select the missing column and check “Disable Currency Toggle.” IAI Better Workaround: A post-processing method directive on https://www.epiusers.help/t/column-not-showing-in-kinetic-grid-personaliztion-is-in-data-view/106678/11.
Epicor PRB PRB0276747 NewUI Kinetic Dashboard - OrderDtl.UnitPrice column disappears when grid view is minimized then maximized. Workaround: Add a calculated field calling OrderDtl.UnitPrice (better workarounds above).

4. Group By in a Grid does not Virtualize Results

Description Details
Problem When you group by in a Kinetic grid, the results are no longer virtualized or paginated. This causes the browser to overload and crash when there are many results in a BAQ.
Expected Behavior Prior to grouping my total results were 300 records, when I group by and expand one group the total records displayed should be a subset of the total. Instead all records for that particular group (848 in this case) were displayed.

5. Grid Layouts: (1) Save Layout for a grid does not save “Show Summaries” (2) No option to “Reset Layouts to Base” like in Classic

Description Details
Problem Epicor: “Reset layouts to base no longer exists, you need to turn off items individually.” They were able to recreate the Show Summaries issue.
Workaround PRB0276952 Saving Layouts in Kinetic (Accepted - Not Yet Planned).
Expected Behavior Summaries in Kinetic Dashboard disappear on refresh, then display 0.00 when selecting ‘Display Summaries’ from overflow menu.

6. App Studio removes overflow menu on converted dashboard apps

Description Details
Problem When converting a Classic dashboard to Kinetic, if the dashboard has a tracker view for Search, it is converted to a slide-out Search panel. If the slide-out is renamed or deleted, the overflow menu for the application disappears. The overflow menu contains App Studio as well as Debug Tool and Personalization.
Workaround Rebuild the dashboard or live without the menu. For App Studio, open app from the App Studio landing page.
Epicor PRB PRB0276515 Kinetic Dashboards with tracker created in the Dashboard designer and deployed out as a Kinetic Application makes the tracker as a slide-out page. If in Application Studio the tracker is deleted the overflow menu disappears. (Accepted - Not Yet Planned)

7. Kinetic Converted Dashboards - trackers don’t populate

Description Details
Problem We have some dashboards that displayed BAQ data in a tracker view in Classic (rather than a grid). After converting to Kinetic, the tracker data does not populate. In App Studio it is not a grid, just a simple card with fields laid out nicely. There is no way to associate this with a dataview and a BAQ.
Workaround IAI Workaround: create a grid and dataview for the BAQ, and populate the card fields from the dataview, keeping the grid card expanded.
Epicor PRB PRB0275565 New UI Kinetic Dashboard – Publish and Subscribe to tracker view not populating tracker if there is no grid view (Accepted - Not Yet Planned). Should work similar to classic dashboards.

8. Application Studio landing page: Last Updated and Updated By columns are blank for Kinetic dashboard base layers.

Description Details
Problem The Application Studio landing page is not populating the Last Updated and Updated By columns.
Workaround n/a
Epicor PRB PRB0283005 Application Studio Base layer not updating the ‘Updated By’ column (Accepted - Not Yet Planned).

9. Kinetic NewUI – Grid view Paste > New no longer available.

Description Details
Problem Kinetic NewUI – Grid view Paste > New no longer available.
Workaround n/a
Epicor PRB PRB0283190 Kinetic NewUI – Grid view Paste > New no longer available. (In Release Planning).

EPICOR IDEAS TO VOTE ON


1. Ability to copy Kinetic dashboards in application studio

Description Details
Problem It would be great to be able to copy a dashboard. Right now you can export and import but when you import it the grids will have the same guid which will then cause issues. It would be nicer to just have an action in application studio to duplicate the dashboard so everything would get its own unique identifier.
Epicor Idea https://epicor.ideas.aha.io/ideas/KIN-I-5014

2. Ability to customize Application Studio landing page

Description Details
Problem The Application Studio landing page loads all applications. For me, this is 12-13 seconds to wait before I can search for the app I want. Could be longer for others.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4436

3. Column titles in Kinetic applications

Description Details
Problem Some Kinetic apps have multiple columns with the same title, e.g. Project Entry > Milestones card has three columns titled “Description.” This is very confusing. We can change this in App Studio but it’d be nice if Kinetic automatically included the table name in these situations, e.g. Milestone Description, Inv Line Description, Order Line Description. Would reduce the number of customizations required.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4357

4. User personalization of dashboards in Kinetic

Description Details
Problem Please give users the ability to personalize dashboard layouts like they could in Classic. They can reorder cards under Personalization in the app overflow menu, but they’d like to be able to stack/unstack (tabs) and change card height like they could in Classic.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4450 (apparently stacking is available as of 23.2)

5. Personalization export/import

Description Details
Problem In Classic, users had the ability to export personalizations. Others could import without having to recreate the personalization. This allows users who work together to have the same layout on dashboards and other apps. Please add this feature in Kinetic.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4470

6. Kinetic Dashboard Description and a New Component for Adding Read Only Text in Application Studio

Description Details
Problem Classic dashboards had a caption and a description. I created a “Dashboard Dashboard” listing all our dashboards with their descriptions. In Kinetic there is no caption or description for an application, so my “Dashboard Dashboard” is simply a list of dashboard names. There is a Description column in the XXXDef table but it is only 60 chars and we don’t have access to it when we create a dashboard. We need an Application Description field with a lot more characters (text area) in the XXXDef table that we can update in App Studio.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4471 Also - I would love to have a “Read Only Text Area” in the component list in App Studio that could be used to add information/instructions for users. We can add label text components, but this is only good for short fields and has no formatting options. For larger text fields, we use a text area, make it read-only, and populate it with an event when the form loads—a clever solution but it would be much more efficient to have a Read Only Text Area (html or plain text) that can be populated in the Properties without an event.

7. Expanding a Group in Dashboard Grids should not crash the browser when there are a large number of results

Description Details
Problem Expanding a Group in Dashboard Grids should not crash the browser when there are a large number of results.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4533 To create this problem: 1. Create a dashboard from a BAQ with a large number of results 2. Set Server paging to true 3. Group one of the columns. Rows will show grouped now. 4. Expand one of the groups. If the group contains a lot of results (thousands) then the browser can potentially run out of memory. DevTools shows that the BAQ is no longer being paged (returns all results in that group). PRB0277305 was originally created for this. According to development, this is “working as designed.” However, I believe crashing the browser is not a good design.

8. Application Studio should allow other developers to modify the Base layer

Description Details
Problem Quite often for dashboards, we want to modify the base layer. Currently, it is restricted so only the author of the application can modify the base layer.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4434 Please show the modify designer dialog (Use Base / Use Layer) for all non-system apps for all Application Studio developers. I have created a BPM as a workaround as described here: https://www.epiusers.help/t/custom-kinetic-application-base-layer-not-available-to-another-developer (see comment from Brian Conner)

9. Virtual scrolling within a grid should show a loading spinner when rows are being rendered

Description Details
Problem Virtual scrolling within a grid should show a loading spinner when rows are being rendered. If I have a grid with a large number results, the server paging can have a small delay in returning results back to the grid and rendered. While this is happening, the user will attempt to continue to scroll. This causes the results grid to “Jump around” making it easy to lose your place in the results set.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4389 I have attached a screen recording of the issue. I propose a solution as described here: https://www.telerik.com/kendo-angular-ui/components/grid/scroll-modes/virtual/#toc-virtualization-with-remote-data

10. Default “Show Summaries” Option to “None” in Kinetic Column list views (Worked well in Classic)

Description Details
Problem As a dedicated user of group by and show summaries in Epicor, I have noticed a significant difference in functionality between the classic and Kinetic versions. In the classic version, the “show summaries” option does not automatically sum any values; instead, users must manually select which columns to summarize.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4549 My proposal is to align the Kinetic version’s behavior with the classic version by defaulting the “Show Summaries” option to “None” instead of “Sum.” Additionally, I suggest enabling users to save their preferred sum settings as part of their personalized layouts.

11. Add a button at top of data grids to auto-fit all columns.

Description Details
Problem Instead of adjusting every column individually, add a button at the top corner of grid views (or in the overflow menu), to adjust and fit all columns width automatically with one click of that button to save a lot of time.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KNTC-I-2779

12. Kinetic view possibility changing the column wide in the grid view like in excel on personalization

Description Details
Problem At this moment we need to move the column wide for each field in order to adjust to the entry size. In Excel it is possible to double click and all columns are adjusted to the size needed. Or in Excel you can select multiple and adjust to the same size. It would be great to have the same in Kinetic.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-4333

13. Export Dashboard Grid Property View Rules to Excel

Description Details
Problem We have modified the dashboard grid property view rules for the Daily PO dashboard, to highlight PO Line pricing (Unit Price) when it differs from the Last Receipt Cost (LastRcptCost). PO line values that are below the last receipt cost automatically highlight in blue. PO line values that are above the last receipt price automatically highlight in red. The dashboard is then pulled into Excel and manipulated before being e-mailed to a group of individuals in our Supply Chain department.
Epicor Idea https://epicor-manufacturing.ideas.aha.io/ideas/KIN-I-3755 In Classic, I used “Copy to Excel” to pull the info into Excel, and the colors populated correctly in Excel. In Kinetic, I tried both the copy and export to Excel options, and neither transfers the color coding/highlighting from Epicor to Excel. See attached screenshots of Kinetic and Excel views, plus the grid property view rules that we are using. Please update the copy & export features to include the grid property view rules, so Excel contains the same color coding that is visible in Epicor. Also, the text formatting is very generic when exporting from Kinetic to Excel. It looked more polished when exporting from Classic. Can the headers, fonts, etc. be polished in Kinetic?
8 Likes

Thank you!

I enjoyed this presentation and @mbayley 's other presentation. It was so nice to see presenters from so close to home!

:slight_smile:

2 Likes

Thanks again @tpogue and @mbayley! I’ve been able to use your template to help migrating some of our dashboards so much easier than starting from scratch.

2 Likes