It’s a bit difficult to get the picture you’re describing, but I know that customizing tracker views (which is what your description sounds like) tends to be tricky. In my experience, changing the query often required re-customizing the tracker view.
If you’re referring to a Mobile Dashboard, I don’t believe customized tracker views are supported at all. Name your field columns well, because Epicor Mobile Access will create its own tracker views using those field names.
This is the answer I received from Epicor support.
That is very odd behavior, so I reviewed your live version. If you are really running 9.05.605 then that probably explains a lot.
There were many issues on the older releases, so you may have to stay with the runtime version of the dashboard. Even that may not allow you to use a customized Tracker View and get the results that you want.
Are there any plans to upgrade to 9.05.702a?
Interesting. I’m on 905.702a and I still have issues.
After re-reading your original post, I realize I didn’t see where you deployed the new (saved) dashboard. That is a requirement in 702 before anyone will be able to see the changes in the dashboard. Perhaps in the older version that is not a requirement?