How to get BPM to run on Dashboard?

I have a BPM that runs on Sales Order entry to compare dates, if 1 is greater than the other then it launches a BPM form to enter a reason why it was late. This works in Sales Order Entry but in an updatable dashboard that looks at the same information it doesn’t run so users are getting around giving a reason for the lateness. Is there a way to get the BPM to run for the updatable dashboard?

What directive is your BPM triggering from? You may need to change the directive, or ensure that your dashboard triggers that directive.

My BPM is triggering on Erp.SalesOrder.MasterUpdate. Do you know what the equivalent directive for a dashboard would be?

It depends on what code or method is being called in the updateable dashboard. If you let Epicor do it’s generic thing, it’s probably going to be updateExt, so you’ll need to have a BPM there as well as Update.

This tells you what method it’s using.

Ah okay that makes sense, i’ll add the same BPM to that method and see if it works

The MasterUpdate Method does a bunch of things and then calls Update.
The UpdateExt Method does a bunch of things and then calls Update.

Move your BPM to the Update method and it should fire for both.

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