Use 'OR' somehow in a Dashboard filter

Epicor ERP 10
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1

I’m banging my head on the wall trying to figure how how to make a filter with multiple values.

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I want to be able to check the boxes and show quotes that match that status (the BAQ returns a status of Open, Won or Lost for each quote)
I’ve tried making a text box with the values that are checked off, but there doesn’t seem to be a condition where I can see if the status is in that box, only the other direction.
Any ideas?

2

Create a Group Box and put 3 radio buttons in it.
Create a text box (like the one in the picture) and have the radio buttons push the value to the text box.
Make the value of the text box be what filters the dashboard.

3

Just so I’m clear, for the example in the screen shot, you want all quotes that are either open OR won? So the only records not returned are those that are closed and lost? If you uncheck open, will it show all records that are won, regardless of them being open or closed?

4

Make a Calculated field in the BAQ, a text field to contain a combination of O, W, and L.

Then add a control on the dashboard that is driven by the states of your checkboxes. Then use the value of this field to filter the BAQ, on the calc field.

2 Likes
5

This is exactly what I need :slight_smile: If all boxes are checked I show everything, if 2 are checked I want to display the ones that match. This should do it.