Updatable Dashboard

[NateS (Nate Schoonover)]

Hi Alex,
I have not worked with those tables myself. However, I have been messing around with updatable dashboards quite a bit. I know they can be tricky. I would suggest reading a few threads to get caught up on all the details.

I think the key for me was figuring out how to use the Update Table by Query widget to set the rowmod to “U” for tablesets that I was trying to update.

In this post I explore how to update values using BPM logic from a customized dashboard.

Update Part Master Resource Group ID

Hi All! The goal is to replace specific Resource Group IDs within part/revision/operations, at the master part level. I am not entirely clear on the correct terminology here. So for me, ‘master part’ is the list of operations in the method tracker. These part revisions may include approved and unapproved revs. Besides the ResourceGroupID, I also need to update the Operation Description field, PartOpr.OpDesc. The process is to find all parts in the part tables, with operations that utilize a sp…

In this post I explore creating a new (order) line from a custom dashboard.

Create new line and release from UBAQ custom code

Hi again! I have an UBAQ that lists some sales order (release) data (from UD02) for the user. There is a checkbox (using a custom action) that allows the user to create a new release with the information in the record. This works well when the line exists within the order. But when I need to make a new line, I can’t figure out how to update the new release that gets automatically created. I can create the line, and create a new release on that line (which becomes the second release) and I can …

Here are some more tips for using an updatable dashboard:

uBAQ Driven Dashboard not Behaving the same uBAQ

Hello everyone, So here’s the scenario: I am building an update-able dashboard to allow users to release jobs from said dashboard. The dashboard itself is just a clone of the production planner workbench but with one of the back-end queries changed to be an update-able BAQ. From within the BAQ designer > Analyze sheet, the BAQ works as expected. I am able to select a record, click “Release” and run the update. Then logic fires to firm the job if it isn’t already firm and update the job number …

Also, Jose’s Trace Helper Utility is invaluable for parsing out the traces.

Trace Helper Utility for Epicor ERP 10

So we’ve been working on a little utility to help parse the Epicor Trace Files and make development a little easer. Here is a walk through [Epicor Trace Parser / Differ] Below is some more info on how to use it. The most important but is how you setup your Trace. Your trace should be setup as shown [image] I know we (most of us) normally say “Track Changes Only” but this is big bold lie, it shows us what has changed in the data-set (even stuff we haven’t manually changed). This t…

Good luck in your search!
Nate