How do you add a combo box to a dashboard to filter the results?

Epicor ERP 10
1

Hello,

I feel that what I am asking should be simple but I am not finding what I need.

I created a dashboard of open purchase orders for a company that has multiple sites in Epicor.

I would like to put a dropdown combo box in the tracker that would list the sites. Once a site is selected, have it filter to those sites only.

It would also need the ability to to be able to show all sites also.

What is the best way to do this?

Thanks,

Shawn

2

Hey @shobdy,

The best way to do this is to customize the tracker view:
image

Then within the Customization Tools Dialog, select EpiCombo and place it in the body of the tracker. Then in the control properties, set them like this:

image
image787Ă—1008 31.1 KB

Once you set the IsTrackerQueryControl to true, you can select the QueryColumn you want linked to the tracker. In your case, it would be the company site, but don’t forget to return that column in the dashboard query, otherwise the tracker won’t know what to look for. In the ListItems, you can manually key in the available values, leaving the first line blank so that selecting it can return all rows. Set DashboardHonorNull to False also to enable that option.

Hope this helps!

Thanks,
Matthew Morgan

3 Likes
3

That does work!
Is there a way for the list to self populate with the options though?
This does work and I am grateful that you showed me this way but I was just trying to think in the future when they add more sites.
That would save my future self from having to remember that I need to edit the list to add the new sites, if possible.

If there is no good way, then I will stick with this.

Thanks again! I really appreciate your help on this!

4

For that, you’ll have to use a BAQCombo. Here’s an example I made up just now:

image
image1675Ă—983 32.2 KB

My grid is basically just the Project Cost History table, but I want to search by ProjectID from the Project table. To do that, I have the “test_Project” BAQ which returns the ProjectID column, and I link the BAQ in the DynamicQueryID property. The DisplayMember and ValueMember are what literally shows in the drop-down and the corresponding search value, respectively. Set DashboardPrompt to True, then at the bottom of the properties, set IsTrackerQueryControl to True, and set the QueryColumn to the target column in the dashboard grid.

When you save, you’ll get something like this:
image

Of course, there’s nothing stopping me from using the same query in the BAQ combo as in the dashboard grid, just to have fewer BAQs to keep track of.

Hope this helps,

Thanks,

Matthew Morgan

1 Like
5

You can set the BO property of the an EpiCombo to dynamically pull the list of plants.
Set the EpiBOName property to Erp:BO:Plant

image

1 Like
6

@Matthew_Morgan AND @adaniell,

I just wanted to say that both of you really helped me out here and I am grateful!

Matthew got me the setup and Adam got me the dynamic list fill.

So if anyone finds this, you will need to put the 2 together to get the same thing I did.

  • Use an epiCombo box
  • Set Dashboard Prompt to: True
  • Set EpiBOName to: Erp:BO:Plant
  • Set ValueMember to: Name
  • Set IsTrackerQueryControl to: True
  • Set QueryColumn to: Plant_Name

That is what got mine going for me.

Thanks to both of you again! :smiley:

2 Likes
7

Is there a way to filter the BO list to only “available” values?

For instance, I want to setup a combo box for Customer. But I don’t want to see all 5000 customers setup in our system. I only want to see customers that have records in the grid I am filtering. I know there are ways to set the filters on the properties. Is there anything that allows me to look at the values present in the grid?

8

the problem i have is when I put isTrackQueryColumn true, my combobox got greyed out. any ideas?

thanks,

Eddy

9

@eqiu

Try setting the “RetrieveOnActivate” to false