Thank you!
They work pretty well.
I just ran into one problem.
I have a second filter on the dashboard that is text.
Normally I can type into it and when I tab out it filters the grid.
After setting up the BAQ parameter passing for the date, that textbox no longer filters.
Any ideas?
Hello Trudy,
New question for you.
I have added a second grid to the dashboard and named it âDetailsGridâ.
I would like for it to also clear and shrink like the ResultsGrid does.
As a test, I have tried modifying the âInitializeSearchFiltersâ to work on the DetailsGrid.
I changed the âProperty-Setâ from âResultsGridâ to âDetailsGridâ.
I changed the âdata-clear dataviewâ to Type: dataview, Value: dvTopCustPerCompDtl (Thatâs the detailed BAQ for the second grid).
I saved and tested, when I do a search to get results, all good.
When I click the Clear Search button, it locks up my browser and I have to close the tabs to get control back.
Any ideas on what I am missing?
I appreciate all the help you give!
Hello,
The issue cleared itself out so I am good.
Has anyone else had difficulty in installing the Copy Application .cab file?
Iâm getting the following in Solution Workbench:
[9/25/2025 11:56:23 AM] Processing Menu definitionsâŚ
[9/25/2025 11:56:23 AM] Error The parent menu does not exist.
[9/25/2025 11:56:23 AM] Error Import cancelled or failed for âCOPYAPPâ.
Please go here for the latest version:
Hi Michael, looks like Iâm getting the same error message with the version on that thread as well. Not sure quite why?
Oh scrap that, it said it failed but installed regardless 
I also got that in the beginning.
I canât remember how I got around it.
It may have been as easy as running the solution install again.
It may have created the menu on first install.
I donât remember if I closed/opened epicor in between the two installs or not.
Hi Trudy, Would it be possible to get a copy of the dashboard examples? Thank you. Trish
@tflynn you can download the Dashboard Info Dashboard, Kinetic Grid Layout Purge Dashboard and the Dashboard Template at the link above.
The page was overwritten but itâs restored now.
Hello,
New question for your dashboard.
I am trying to get multiple views filtering on this dashboard I am working on.
I left the âAllâ view blank so it shows everything.
I then set the remaining views âClient Filterâ to incrementing versions of: (Calculated_weekDiff = 1).
I then set the Provider Model BAQ ID to the BAQ I am using.
I set the Provider Model->BAQ Options->Where List to the filters from the top I am using.
Example:
I have used this arrangement before in many other copies of your dashboard but with no views in use.
When I run the dashboard, the top filtering like CustID doesnât work for the first 4 views but does for the last 5 views.
I have compared the views side by side on every screen it has and they are all set the same (except the client filter of course).
Is this a bug or am I doing something worng?
BTW, I know I can just add the top filters to each view and that would work but I am trying to both learn about views and not have to type the 5 filters for every one of the 10 views in use.
Any help is truly appreciated!
@shobdy did you test all the views first before adding the grid filters? I would first confirm that they work on their own. Then after adding the filter in the where list, check Dev Tools to see whatâs going on. The grid filters execute the BAQ when you click Search which expands the grid card. The first time you expand it, it defaults to the âAllâ view. Then, with the card expanded, you can select a different view. Iâm not sure how it combines the View with the filter but Dev Tools should show you.
When you expand/collapse the grid card, it saves the last view unless you refresh the page. So if youâve thrown in a filter, it should combine the last view with the filter criteria. Iâve never combined these two types of filtering so let me know what you find out.
So using your template I was able to create one of our simple dashboards from 10.2, but I noticed the data fields of the grid display do not have standard context menu results. I only see a Copy Options.
If I check a updatable dashboard that I let Epicor re-create the context menuâs exist and I can get to Job Entry, or Part Entry from those respective data columns.
Is there something I missed? or is there a toggle to enable this on the grid view? I know before in 10.2 in order to allow a export to Excel you needed to Deploy the dashboard and runtimeâs didnât allow that function, only copy with headers.
Hello again Trudy!
Iâm back with another question.
I used your dashboard to create an updatable dashboard.
When I use Guided set up, I checked the box for Updatable.
I then checked the boxes in the grid needed to be updated.
Everything good so far.
I then added an Action Data I called uBaqSave.
Still good.
I then added an event I also named uBaqSave.
Trigger set to:
I then added a kinetic-baq and set to:
And lastly, I added another kinetic-baq and set to:
I made sure all mandatory fields from the BAQ update wer in the grid view.
When I run it and make a change the 1st time, it wipes what I added.
I then make the change again and save, it works fine.
Any other time after that, it saves the changes fine.
If I click the âClear Searchâ button and repeat the steps, it does the same.
Wipes the change the first time, works evey time after.
The BAQ worked fine, the classic dashboard I am recreating worked fine.
So my question is, do you have any ideas on why it does that the first time?
Any help is truly appreciated!
Try removing that last kinetic-baq widget (get). That step will cause the BAQ to refresh on every save. Then after you save, manually refresh the grid and see if it saved your changes.
I deleted the 2nd kinetic-baq (get) and tested.
Now it never saves.
Every time I click the save button, the field blanks out and I verify in the classic dashboard that it didnât save.
I put the kinetic-baq back and tested again, doesnât save 1st time but does every time after.
I have no idea what that is telling meâŚ
