Taming the Dashboard Dragons of Application Studio

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Hello,

I am having a bit of an issue.

I used your dashboard template and it kind of works.

I have as filters StartDate and EndDate and set the Where List to:

InvcHead_ShipDate >= ‘??{SearchFilters.StartDate}’

and

InvcHead_ShipDate <= ‘??{SearchFilters.EndDate}’

respectively.

When I run it, select a start date and end date, click the ‘Search’ button, I get semi-random list in the grid at the bottom.

The thing is, if I click the three dots and select ‘Refresh Grid’, it populates with the correct data!

It is not making sense to me.

Any ideas what it could be?

I appreciate anything you can think of.

Are you starting with the grid collapsed? Does it work if you click Clear Search and then Search?

Hello,

Yes, the grid starts collapsed.

No, clicking the Clear Search and then searching again doesn’t work.

But after I try those, If I click the refresh grid, it immediately shows the correct data.

Very odd.

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Just to add, the client dashboard I based this on works just fine.
That is how I have been checking the results from the kinetic dashboard.

You could try re-running the grid guided setup. Also, double-check your events and if it’s still not working, try re-creating the grid. That’s what I do when things go wonky.

I did all that and it came out the same.

Then I went over it very carefully and wondered what would happen if I unchecked the ‘Server Paging’ box for the grid.

Once I ran it, it worked as expected!

Do you know what that checkbox was supposed to do for me?

I also have a question on your instruction sheet.

  1. Add the required search fields in the Filters grid, binding each one to a column in the SearchFilters view (create a column for each one, e.g. SearchFilters.EmployeeID). In the labels, indicate the type of search, e.g. Project ID (starts), Close Date (from), etc.

Do I have to go to the SearchFilters Data view and create these columns there?

I didn’t and it works fine but I wanted to make sure I wasn’t setting myself up in the future for an issue.

I wanted to thank you again for creating this and helping me out. I am trying to wrap my head around application studio but I am not making much headway yet.

Any recommendations on how to learn this (youtube videos, epicor documentation, etc)?

Glad you figured it out! I only turn on Server Paging when there are a lot of results (at least 1,000). Server paging returns 500 (default) rows at a time. Then you have to click the download icon to get 500 more. When it’s turned off, results are virtualized, loading more as you scroll.

When you bind a field on the Search Filters grid to SearchFilters.whatever, the “whatever” column is created automagically. You don’t have to pre-define it :slight_smile:

You’re welcome. App Studio simply takes time to learn. Just keep doing what you’re doing and you’ll get there. When you’re stuck, check epiusers :slight_smile: There are lots of people here with lots of experience. I was overwhelmed at first too but later turned my frustrations into leading a session! I still get new frustrations almost every day it seems :weary_face: The App Studio User Guides are pretty good (on EpicWeb).

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Thank you for the info!

I copied it into your guide document.

Another question, if you have the time.

Is there an esy way to set the default for the Source App Name List to be: DashboardTemplate ?

I’m sure you can do that with a simple modification to the Copy Application app in App Studio. On Load of the application, set the bound field to “DashboardTemplate”

Hello, I am still very new to App Studio so I have no idea on how to do what you are saying. Can you get me going in the right direction please?

Create a new event and set the SourceViewId and SourceViewName as follows:

image

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Thank you!

That worked for me.

I appreciate your help.

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Hello,

New question for this dashbaord.

I am trying to use a BAQ that has a parameter that is used in the BAQ that can’t be removed and done afterwards.

It is used to give an end date for a calculated running total on partTran quantities.

The parameter is called ‘SearchDate’.

I would like to have a date filter in your dashboard that will pass back to the BAQ and return the correct results instead of the slider panel that asks for the date.

Do you know of a good way to do this?

Any help is appreciated!!

Hello,

I am having a weird issue with your dashboard template.

I have used it numerous times wthout an issue.

I have a BAQ that is passing the InvcDtl_UnitPrice and InvcDtl_ExtPrice.

When I mark them as visible in the grid guided set up, they are NOT showing in the grid.

As far as I can tell, the rest of the fields show fine.

Any ideas on what may be going on?

I also did a fresh copy of the template and redid everything, same result.

Any help would be appreciated.

Sounds like this problem, PRB0276747 (Non-doc currency columns not displayed).

See Column not showing in Kinetic grid/personaliztion, is in data view - Kinetic ERP - Epicor User Help Forum

Workaround is to enable ‘Disable Currency Toggle’

It was supposed to be fixed in 2024.2.10.

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Well we are 2025.1.8 and I can confirm they did NOT fix this, lol.

Your workaround did it for me.

Now I have to go back to all the dashboards I created to see if it happened to them also…

If you have the time, I asked another question in Post 34.

I am trying to not have the side panel for a BAQ parameter I can’t remove.

Any hints or ideas?

I truly appreciate you taking the time to answer these questions.

I hope it helps future generations to get past these humps.

I’m testing a solution for the BAQ parameters …

Check out this post: Application Studio passing Parameters to BAQ - Kinetic ERP - Epicor User Help Forum

Close to the bottom, Hannah includes a couple more links.

I created a separate post with the instructions that worked for me.

See BAQ Parameters in Application Studio - Replace Slide-Out with on-page Search Filters - Kinetic ERP - Epicor User Help Forum