Adding a dropdown box to a dashboard

Hi all,

I am trying to get a dropdown box to display on a dashboard, so far without much luck. I have added it to the BAQ like this;

The column shows and when I double click I can update it.

When I create the dashboard the column shows, but not as a dropdown, and when I test / deploy the dashboard the column is not there at all. I think I may have missed a step or something. Has anyone done this successfully before and can point me in the right direction?

Thank you
Adrian

could you screenshot the field on your updatable dashboard ?

Here is a screenshot of the dashboard in ‘Dashboard’ mode


and another showing the deployed dashboard with the missing column.

Thanks

Adrian.

sorry for asking this obvious question…is the field CAD Person marked as an updatable field on the dashboard query properties ?

Hi Al,

Yes it is;
image

Regards
Adrian

then, my last suggestion is to deploy it again, clear your client cache memory, log off, log back on, then call your dashboard from the dashboard maintenance not form anywhere else, please let me know if that worked

Thanks Al, I tried all that but still no sign of the field when I deploy the dashboard :frowning:

unfortunately, i run out of suggestions @Adrian_Mepham, just for me to know, have you used Custom Values on this Epicor version before?, any where else ? if yes is it working?,

Hi Al, no I haven’t. This is the first time I have attempted to place a dropdown list in a dashboard. Do you think I should log a support call with Epicor? I’m on 10.1.500.28, maybe a bug in that version?

Regards
Adrian.

i never used it, so i can not be sure, it could be a bug, but what i have used in many of my dashboards is a User Code and BAQ options, would you like to try them and see, if CAD person refer to Epicor Users/Employee/ or contacts then i advice you to create a simple BAQ displaying what ever you want to see in your dashboard drop down list then link the dashboard BAQ updatable field to this BAQ query, if not define a user code list and use it…i am interesting to know if this will work in your Epicor environment or not?


image

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Thanks Al, I will try this approach and let you know what happens.

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Hi Al, I followed your instructions and got the same result, everything is fine until I actually deploy the dashboard, then the field is gone.
I found I could add the dropdown using a tracker but that is not ideal for what I am trying to do.
I have logged a support call with Epicor and will let you know how I get on.

Regards
Adrian.

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@Adrian_Mepham make sure that field is set as an Updatable Field in these tabs within the BAQ.

Then when you hit Get List under Analyze, and you click Update will it be a drop-down. However, ONLY in a Dashboard it will be a drop-down right on the Grid itself.

BAQ:

Dashboard:
2018-11-06_1218


Second, Recommendation: if you can do not hardcode those values, make a BAQ and pull those names from where they should come from :slight_smile: You can name those BAQs XXX-Helper-GetSomething or XXX-zGetCadUsers etc Pull it from UserCodes if you have to :slight_smile:

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Thank you Haso,

What you have there is exactly what I have done, using the update in the BAQ works as you describe. It’s just that the field does not come through on the deployed dashboard. I have a support call logged but have not heard anything yet.

Best regards

Adrian.

If you have added the field after you have already started on the Dashboard, it will not become automatically visible on the Dashboard, you have to edit the properties (that dialog box that lets you select fields in the dashboard) and typically the field will be all the way on the bottom with the visible checkbox not checked.

Sounds good, let us know what you find