We need a fairly basic BAQ that takes a portion of a part number and returns all active price lists. Whenever I try to set the “contains” criteria, the ‘specified parameter’ option is not available. If I first set the specified parameter, then change the operation from = to contains, the parameter saves, but the analyze fails: “Cannot use a CONTAINS or FREETEXT predicate on column ‘PartNum’ because it is not full-text indexed.”
What is the best practice to do a “contains” lookup in a BAQ on PartNum?
Ahh! So, I need to instruct the users to add the % to the parameter when they run the BAQ. Any way to automatically add the % behind the scenes so they don’t have to think about this?
If you put it into a dashboard you can use the starts with on the tracker and tell them to use * for a wildcard in the beginning. I wouldn’t use a parameter for a simple filter like that. (I hate the popup.)
The other option if you want to stick with the parameter is to use an expression and put the parameter in there.
Not trying to be rude here, I just want to know what technical level you are at.
Do you know how to create a dashboard? Generally adding the tracker view is one of the first things that you learn. If you don’t, I would hit the help files and do a couple of example ones. That will probably answer most of your questions. If you get stuck let us know.
You can also “customize” that tracker and add a text label with those instructions. (customize is in quotes, because this isn’t a full blown customization) This can be helpful if the users forget something instead of calling you with questions about why it doesn’t work.
Excellent. Question: The instructions note that to execute the search you have to select the refresh button… any easy way to place a “Submit” button on the tracker?
You would have to do a full deploy and customize to do that. Not incredibly hard, but takes a little c#. There are threads here that will show you how to do it. However, the refresh thing I find users learn pretty quick because it’s consistent across all dashboards, and I encourage them to set up a shortcut key for refresh.
Okay, makes sense about keeping them with the refresh button. What about a button to lookup values in the advanced search tracker? (e.g. I want them to click a button that will pop open the search window to lookup and select a price list code). Right now, I have the text box working in the advanced search, but if a user doesn’t know the exact key I’d like them to click a box to open the search dialog.
If it’s a epicor field, or if you have the likes set up correctly, you can use the right click to open a part search (or whatever search). However, you should be able to get enough trackers and information on the dashboard to be as good, or better than the searches that epicor provides. Set you your tracker field to be starts with, and what shows in the grid should get them as close as the search will.
Another option could be a drop down for this. Here is the link to the customization version of it, but I think you can do this is a regular dashboard as well.
