How to add a Retrieve button on a dashboard?

[jimship (Jim Shipley)]

Hello, I would like to add a ‘Retrieve’ button on one or more of the grids in my dashboard. Here is an image of the dashboard. The top part has a listing of projects and all of the grids below contain related info. Currently these are all loading when the selected project (in the top grid) changes focus. But now, it is starting to take a while and I would like to add a Retrieve button to at least one of them. I have tried searching and have not found anything to get me started. I have also seen where you can customize the dashboard and use the sheet wizard but that wants you to select a dashboard, and I am already in a dashboard.

Can anyone get me started on the steps I need to go through?

Thanks!

[jimship (Jim Shipley)]

No one? Is everyone on Kinetic now?

[klincecum (Kevin Lincecum)]

Not exactly sure what to do here, but the first thing will be to remove the pub sub from that child grid.

[jimship (Jim Shipley)]

Do you mean the filter on the grid - remove that?

[klincecum (Kevin Lincecum)]

@jimship

Do you mean the filter on the grid

I may have jumped the gun, I was assuming the lower grid was populated when you clicked a row in the top.

Maybe you could explain better what all this is?

[jimship (Jim Shipley)]

Sure - the top grid is populated from a BAQ of Project info and the bottom grids are also based on BAQs and I set up a filter on each one to link the ProjectID. The top grid loads all Projects and when you change focus/selection the bottom grids all load their linked info. It was working fine when I only had a few child grids but with the last one it is taking a while to load so I am wanting to add a Retrieve button to one or more of the child grids so they can be loaded on demand.

[Chad_Smith]

@jimship

when you change focus/selection the bottom grids all load their linked info

That’s what Publish and Subscribe is (pub-sub) in Epicor speak.

[klincecum (Kevin Lincecum)]

If you remove the pub-sub/filter link, and customize the deployed dashboard, you should be able to add a button to reference the filter, and refresh one grid.

I think the answer on how to refresh a single grid is here:

Refresh a specific grid with a button

So, since the regular summary grids are not available to me because of the bug in 10.600.5 that does show properties of a grid, I need to add in a grid in the customization to be able the get the necessary properties to interact with the grid. Not a big deal, however, now I am trying to merge 3 different queries into one dashboard. I put the tracker and the summary on separate tabs because the summary is useless and I don’t want it to show. It’s a little messier than I would like, however it fu…

[Chad_Smith]

@klincecum

remove the pub sub from that child grid.

You’d almost have to re-create the pub-sub functionality manually yourself then though I think. If you have that off, select the grid, and click refresh, that’s essentially a retrieve button right?

The refresh/retrive is calling DynamicQueryAdapter’s Execute method, but now you’ve lost the EpiMagic and I guess would need to pass a whereclause yourself?m At least in theory.

[klincecum (Kevin Lincecum)]

@Chad_Smith

but now you’ve lost the EpiMagic

Something like that. He’s gonna lose the magic anyway by doing it this way

I guess you could set callcontext variables in code and catch them in a ubaq, and send no records back unless a condition is met.

[jimship (Jim Shipley)]

Thank you - I will have to pick this back up tomorrow

[Anthony_Gercar]

You should be able to add a tracker view and then link a button to retrieve.