Note, I stopped using the BAQdata view method because our reps utilized the TaskList> List to update rows. This means I would need to make an updatable BAQ/Grid which much more complex.
Instead, I continue to use UD fields which is updated using BPM with LINQ.
Mazin
I have used BAQ Data Views to present additional data within a number of forms and this functionality works well. However in the default Epicor TaskList form I want to replace the default grid with my own - is this possible?
Although this is possible, there any many screen events that you would need to account for. For this reason I decided on another option. I use the existing grid/view dataset, then created UD fields that I populate using a BPM.
@asmar - thank you for the response.
Yes - this makes a lot of sense.
I only need to add in the Task.PriorityCode and QuoteHed.DocTotalGrossValue as a way to sort the list. On which table did you add the UDFields?
Task Table.
Mazin