OK, how do you make someone enter a value in a dashboard

Epicor ERP 10
1

I have a query that if it runs against all jobs will take a long time to complete. Just wondering how you get a dashboard to only return rows if a jobnum has been entered. If its blank then everything returns.

2

Is your dashboard populated from a BAQ? If so, look at Actions > Define Parameters. Create a parameter for JobNum, and click the check box to skip condition if empty. Then in your BAQ criteria, filter your jobs using the jobnum parameter.

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3

Hi Nate. The filter still allowed me to cancel and run wide open. Criteria seems to force staff to enter something:

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4

The honor null checkbox will do it to. That means if you don’t type anything, it actually filters on the nothing.

Also, you need the input prompts only checked unless you want the tracker to be filled in by the information from the row you click on.

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5

Thanks Brandon. Odd wording though. I will give that a try as well as criteria throws an exception into the users face.

6

What do you mean?

7

Honor null would seem to me that if you enter nothing then it will do the search rather than if you enter nothing it then returns nothing. I would have though honor null allows you to enter nothing and return something. Semantics really. No exception to the user so I will go with this method although I will let my mood determine that depending on what kind of day I’m having…

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8

The real functional difference between the honor null and require criteria, is if you are filtering by more than one field, require criteria just requires at least one of the tracker fields to have something in it. So if you had JobNum and PartNum, and you check the box at the bottom, you could fill in either of those fields and it would return something. The honor null just means that if you put nothing in the box for that specific field, then you really mean that it should only return rows with nothing in it. Depending on the field that you are using, this might actually return rows. But in most cases it’s a good way to force users to not run the dashboard wide open.

You will have to train users a bit though, because if they are used to having something returned with nothing in it, since there is no feedback, they might be confused.