# Epicor Dashboard Refresh All, Timers, Publish and Subscribe, Parameters and Runtime vs Assembly

> Source: https://netray.co/erp-help/epicor-dashboard-refresh-timer-publish-subscribe-parameters
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: ERP Help

## Short answer

Epicor dashboards refresh when the user runs the query, through a refresh action that updates every panel, or on a timer setting in the dashboard definition. Panels exchange values through publish and subscribe columns, queries take parameters as criteria, and a dashboard is either a runtime definition built in the system or an assembly dashboard compiled as code.

## Kind

how-to

## System

epicor

## Erp

Epicor Kinetic

## Module

Dashboards / Refresh / Publish and Subscribe

## Query

epicor dashboard refresh all

## Alternate Queries

- epicor dashboard timer set
- epicor dashboard publish and subscribe
- epicor dashboard parameters
- epicor dashboard runtime vs assembly
- epicor dashboard change owning company

## Applies To

Epicor ERP 10 and Epicor Kinetic dashboards; some options are in classic dashboard tools and may be located differently in Application Studio, so verify in your version

## Steps

### How to set refresh, links and parameters

**Items:**

- Open the dashboard in the Dashboard Definition tool (or the equivalent in your version) and select the panel or query to configure.
- For a manual refresh of all panels, use the refresh action on the dashboard toolbar so each query runs again with its current criteria.
- For automatic refresh, set the refresh timer interval on the dashboard or the panel in the definition, and keep it long enough for the query to finish.
- To link panels, mark columns as published on the source query and configure the subscribing query to use the published column as a criteria value.
- For parameters, define criteria on the BAQ that prompt for values, and set defaults such as today or the current user.
- Decide whether the dashboard is a runtime definition (no code) or an assembly dashboard (custom compiled code) and keep to one approach per dashboard.
- To move a dashboard to another company, export it and import it into the target company, then check security and menu entries.

## Sections

### Refresh behavior and timers

**Body:**

A dashboard query runs when the panel loads and when the user triggers a refresh. A refresh all action runs every panel, which can be expensive if panels are heavy. A timer re-runs the query at a fixed interval, useful for a shop floor status display and wasteful for a monthly report.

Every timer refresh is a full query execution against the database for every open copy of the dashboard. Twenty users with a one-minute timer on a slow query is a load problem. Set the interval according to the real decision speed, and put the heavy summary panels on a longer interval.

### Publish and subscribe between panels

**Body:**

Publishing makes a column value from the selected row available to other panels in the same dashboard. A subscribing query uses that value as a criteria, so choosing a customer in one grid filters the order grid beside it. This gives a drill-down from summary to detail without opening another program.

Check the column names and data types on both sides. A published value of a different type, or a blank selection, leads to no rows or an error. Provide a sensible default for the subscriber when nothing is selected.

### Runtime versus assembly, and owning company

**Body:**

A runtime dashboard is defined in data: queries, panels and layout built in the designer, with no compiled code. It is easy to export, import and upgrade. An assembly dashboard is a compiled .NET assembly that uses the Epicor client libraries, and it needs development, deployment of the assembly and compatibility work at each upgrade.

A dashboard belongs to the company where it was created, so another company does not see it automatically. The dependable path is to export it from the source company and import it into the other, or to create it as a system-level item where your version offers that. Do not edit the database directly.

## Pitfalls

- Setting short timers on heavy queries, which loads the database for every open session.
- Publishing columns with mismatched types or names.
- Building assembly dashboards when a runtime dashboard would do, adding upgrade risk.
- Assuming a dashboard created in one company appears in all companies.
- Not testing the dashboard with a user who has restricted security.

## Ai Angle

Where a dashboard is only a way to ask the same question repeatedly, an assistant grounded in the Epicor data can answer the question on demand with the query shown, which avoids timers and heavy refreshes. The dashboard stays the right tool for a wall display or a fixed team view.

## Faq

### How do I refresh all panels in an Epicor dashboard?

**Answer:** Use the refresh action on the dashboard toolbar, which re-runs every panel query with its current criteria. For unattended displays, set a timer in the dashboard definition instead.

### How do I make one dashboard grid filter another?

**Answer:** Mark a column as published on the first query and set the second query to use it as a criteria value. When a row is selected, the second panel refreshes with the published value.

### What is the difference between a runtime and an assembly dashboard?

**Answer:** A runtime dashboard is defined in system data with the designer and needs no code. An assembly dashboard is compiled custom code deployed as an assembly, with more flexibility and more maintenance.

### How do I move an Epicor dashboard to another company?

**Answer:** Export it from the source company and import it into the target company, then reapply security and menu entries. Verify the exact options in your version.

## Search terms

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