I am modifying a dashboard that already has a customized tracker view. Currently Vendor.Name is not set up in the tracker view properties (prompt = null, condition = null), but I would like to add an EpiCombo to show the list of vendor names to filter the query by.
I added an EpiCombo field in Customize Tracker View with the following parameters:
If I have nothing in the combo box, I will get all results. If I filter by a vendor name that I know has records, I get nothing. I tried setting up a new dashboard that had prompt and condition set to true for Vendor.Name, but still nothing. Is there an issue because it might be using Vendor.Num to actually do the filtering (ValueMember above)?
may i ask why doing it this way, if i were you, I would have just added the VenderNum or Name to the relevant table on the BAQ and apply a criteria to show the active ones only, then use this new added column in the Std CustomTracker filter fields
We would like to filter by vendor name, without having to type it in. The employees might not know the exact name of the vendor, or what letters the name starts with. They can easily pick it out of a list though.
Not exactly what you’re looking for, but here’s a couple of alternative options.
Not sure about E10, but in E9 you can set up the filter condition on the tracker to be “matches” instead of “equals.” You can use the wildcard * to determine what string you’re looking for. For example, I could pull back all vendors whose name start with E by entering E* into the textbox. Similarly, I could search for those ending in E by entering *E or those that contain the letter E by entering E.
You could add another query to the dashboard that’s a list of active vendors. This way, they can look for the vendor they need and just copy and paste it into the search box. Wouldn’t need any type of additional customization.