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Call Context in a Dashboard to a UDtable

  • 7 May 2021
  • 1 reply
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M

Hi guys, not much experience in this but I have a dashboard with a UD Key field column that I would like the ability of right clicking and opening the record in its UD program through a call context.

 

I’ve been into call context and have created the UD record and set up everything there, but when I open a dashboard and right click the field nothing happens. I’ve probably missed a lot of extra stuff required here but wondering if I’ve missed something straight forward here.

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Best answer by M.Jamieson 7 May 2021, 11:58

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M

Actually don’t worry managed to figure it out from the following help. It wasn’t talking about UD columns specifically but it worked all the same. 

 

I had to go to Extended properties on UD table and got the Key1 field to be like itself.

Odd but its now given the options to open with within my dashboard

 

E10 Dashboard question - Open With | Epicor Community (epicorusers.org)

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