Start Epicor in Developer mode.

Executive Analysis->Business Activity Management->General Operations->Dashboard

Tools->Deploy Dashboard->Test Applications->OK



Tools->Customization

Edit forms with desired changes

File->Save Customization As->Name->xxx

Deploy Dashboard->Deploy Smart Client Application

Customized dashboards must be added to Menu Maintenance before being called.

System Management->Security Maintenance->Menu Maintenance->Pick appropriate tree for dashboard function->New Menu

Be sure to Select Customization created above->xxx



Restart Epicor application and navigate to newly created menu item.

This customized dashboard cannot be launched using Advanced Search, there are some issues to be aware of:

So you are trying to use the Dashboard as an Advanced Search for the UI form Part Entry -- that is what I needed to know. Dashboards used in the tab 'Advanced Search' on a Search Form are Runtime-only dashboards. Since you cannot customize a Runtime Dashboard, you cannot deploy a customization to it. Only Dashboard Assemblies can be customized.

Typically in Epicor 9, you would use a Quick Search for Part that uses the BAQ you have in your Dashboard, instead of using a Dashboard as Advanced Search. The Quick Search executes the BAQ after the user enters the Criteria you have created in the Quick Search Maintenance program.

Also, if you want to deploy a Customization to a Dashboard Assembly, you will need to put it on the Menu using a regular Menu Item, not a Process (Sub-Process) item. This will still not make it available in your Part Advanced Search, however.