We have recently upgraded from 10.2.700.19 to 2024.1.4 and am attempting to uplift my first dashboard from Classic to Kinetic.
I copied a simple existing dashboard which has 1 grid and a tracker, deployed it as Kinetic, created new menu then launched to see how it looked.
The Tracker (search criteria) automatically loads from the overflow menu, which loads all records (this is ok) but it also populates the search criteria fields with data from the first row in the grid.
I can’t seem to figure out how to get it to load the Tracker with the fields empty and even if I manually clear the fields and enter new values the “reset search” button or enter don’t seem to do anything. The list in the grid will not filter based on values entered into these fields.
Any help to point me in the right direction would be appreciated! slightly_smiling_face:
Have you seen @hmwillett’s dashboard How To? (I think there are actually a couple of them)
This one in particular has a lot of information about manipulating the Tracker - even though you haven’t mentioned wanting to make your Kinetic dashboard look like Classic, it will show you how the tracker works and how to even create new fields to perform the same function.
I suspect there must be an event somewhere in your tracker that is populating those tracker fields - look for the row-update widgets in the events to see where that is happening…
Thanks and sorry for delayed response. Yes I had already found that thread but it didn’t quite give me the answer I needed.
I have made some progress though - The Text Boxes which were automatically created when the Classic dashboard was deployed as Kinetic had the wrong Page name in the EpBinding field.
Search Criteria fields are now empty - rather than being populated by first row of grid. However, they are disabled when dashboard is first loaded
Once you click the Reset Search button they become editable
I have had this issue on several Classic dashboards which I’ve deployed as Kinetic. I believe this is now an issue with an Event but haven’t quite figured out which one.
Interesting… on the dashboards I’ve deployed in Kinetic, the search boxes have been bound to the data view ending in 0_2…
Check out what actions are taken in the events that fire when you hit the Reset Search button. If there’s anything that looks like it would make your text boxes enabled, then you could add those actions after the Form_OnLoad event so that they are enabled from the start.
Saw this post today and wondered what it might mean for you:
You are not using TransView for your EpBinding … but you’re getting the same behavior as this other post. If you add a row-update widget to an event that fires after Form_OnLoad, and set your four bound values to nothing … maybe you’ll get editable textboxes from the start.
So I ended up figuring this out and we also had a training session with an Epicor consultant and I validated the steps were correct:
Deploy simple classic dashboard as Kinetic (has 1 BAQ/Grid View and a non-customised tracker)
Open in Application Studio and preview > Search Criteria fields are populated with results from first row and Reset Search button does not work. Search Criteria button to open Sliding Panel has been added to Panel Card overflow menu.
Change Search Criteria Page type to “sliding Panel”
Sliding Panel page is currently bound to same Dataview as Panel Card Grid. Create a new Dataview for Sliding Panel page which is linked to existing BAQ.
Update the Sliding Panel Text Boxes EpBinding to point to new Dataview created > Search Criteria fields are no longer populated with selected row data
Search Criteria fields are not initialised - you have to click Reset Search button in order for them to become editable. Fix the “Search Criteria” button on click Event > the Event Next Action needs to point to correct event (search_initialize_BSL_SupplierPriceListDB_0_0) as the event it references (search_initialize_BSL_SupplierPriceListDB_0_1) does not exist.
Let me know if you have any quesitons