Is there a way to add a BAQ to a Sheet

I am running 10.1.500.8 and I created a BAQ that shows the history of orders for a customer.
I would like to add a sheet to the Order Entry form that I can use to display the output of the BAQ I created (based on the custnum of the sales order entered).

I have seen this done from one of my customers - so I know it can be done. However, I was hoping someone here could coach me on how to do a simple example.

I am not a C# programmer - so please excuse my newbie questions.

Thanks for any help,


Yes, we did this at a previous employer. Create the dashboard and then in
customization mode add the sheet to the tab layer you want. I would look at
the ice manual or is it user experience guide for the details. We set the
new sheet to require a retrieve button so the order screen doesn’t bog down
every time you change to a different order/customer.


I would recommend what Brad said… Create your BAQ… Create a Dashboard probably Updatable and then inside your Customization under Tabs you can Add Dashboard… Then you can continue to Customize it on your UI layer… Let Epicor handle building the Grid, BAQ etc… if possible… you dont need the extra 500 lines of code that come with building your own Grid.

Dave its called an embedded dashboard

Create a tab and add it to the Sales Order Entry Screen. Then create a
dashboard for your BAQ. Then Add the dashboard to the new tab you created
through the screen below

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 (cell)

Thank you Everyone.

I did see the Dashboard wizard previously. Unfortunately, my boss does NOT want to use ANY dashboards - period!

I was able to chop up the presentation Gomez has on YouTube

From that I was able to distill the bare code down to:
private void epiButtonC1_Click(object sender, System.EventArgs args)
// ** Place Event Handling Code Here **
DynamicQueryAdapter dqa = new DynamicQueryAdapter(oTrans);
epiUltraGridC1.DataSource = dqa.QueryResults.Tables[“Results”];


Again, Thank you EVERYONE for the help.

Take Care,

Why the dashboard hate from your boss? Right tool for the right job I say

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Maybe call it a ‘Live Report’ and see if that gets a better reception :slight_smile:


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