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How to setup and use Modern EBMS Lists

A new EBMS list view that provides fast searches, flexible views, and a more modern UI.

Setup

  1. Install EBMS 8.5.239.033 or later
  2. Install the SQL Mirror Module (Module ID EXSQ). Instructions for this can be found here: Installing Optional Modules
  3. Setup SQL Mirror
    1. If you would like to host SQL Mirror locally on your network:
      1. You'll need a separate machine or virtual machine from your EBMS Server.
      2. Then follow the instructions here to install and configure the SQL server: Configuring the SQL Server
    2. If you would like us to host your SQL Mirror in the cloud, reach out to Support to request an Azure SQL Mirror database
    3. Follow the instructions here to Configure SQL Mirror
    4. Make sure a complete upload is completed before continuing (time required will vary depending on the size of the database)
  4. Enable Experimental Features
    1. Login to EBMS
    2. Go to File > System Options > Experimental Features
    3. Check the boxes for the lists you'd like to use the Modern EBMS List version
      1. If a list is greyed out, it may not be supported yet (like Tasks & Work Orders), the required module is not installed, or the SQL mirror isn't mirroring that list.

MEL Experimental Features

Navigating the screens

MEL Screenshot - 12-15 MVP version

  1. Search all visible columns
    1. Click the X to clear the search
  2. Filter list by columns/fields
    1. Can nicely build filters by adding more fields and conditions to the filter
    2. Click "Clear" to remove all filters
  3. Change Warehouses
  4. Show inactive items
  5. Saved Views: Create and change views
    1. After you make changes to columns, filters, and category selections, you can create a new view by clicking the "Save view" button.
    2. To clear changes without saving, click "Reset view"
    3. Once you have saved a view, you can switch between saved views by selecting them from the dropdown.
    4. If you make changes while a saved view is selected, a dot will appear next to the view name.
      1. If you want to save changes to the current view, click the save button Screenshot 2025-11-12 at 4.18.11 PM.
      2. If you want to save the changes as a new view, click the new button MEL Saved Views New Button.
      3. If you want to undo your changes and go back to the last saved settings on the view, select the view again from the dropdown
    5. You can delete a saved view by clicking the "Delete" button MEL Saved Views Delete Button.
  6. Create new record
  7. Show/hide columns - You can also right click on column headers to do this
  8. Refresh the list - Because of the nature of SQL Mirror, MEL will not update your data in real time. So if you change something (say "Cost" on a product), you will need to click the refresh button to see those changes in the list.
    1. You can hit F5 on your keyboard to do this as well
  9. Settings
    1. Light/Dark Mode
    2. Include Subcategories when selecting categories (for lists with categories)
  10. Select categories to show (on lists with categories)
    1. Left click to select a single category
    2. Hold ctrl+click to add or remove from the current selection
    3. Hold shift to select all categories inbetween the currently selected category and the next category you click on.
    4. You can expand or collapse all your categories using the buttons at the bottom
    5. Clear your selected categories using the "Clear categories" button (will show items from all categories)
    6. Click the arrow to collapse/expand the category panel.

Troubleshooting

Issue: Data seems to be missing or outdated, and refreshing the screen does not update the data.

  • Potential Cause: You may have filters applied to your SQL Mirror so it excludes specific rows or fields of data
    • Solution:
      1. Go into File > System Options > SQL Mirror tab
      2. Make sure there isn't anything under "Fields to Exclude" related to the tables or lists you are looking at
      3. Click the "Table List" button and make sure all relevant tables are selected and no filters are applied
      4. Do a complete upload.
  • Potential Cause: SQL Mirror is not syncing correctly
    • Solution: Go to File > Syncronization Status and review any errors. Do a complete upload once changes to address errors are made. Reach out to support for assistance with fixing any of these errors if needed.
  • Potential Cause: Filters, categories, or search is applied to the Modern EBMS List.
    • Solution: Check your saved views, clear your filters, search box, and category selections (If you have saved views, select "Default View", or "Reset View" to go back to the last saved state of that view).

Issue: List will not load, or displays an error on the screen

  • Potential Cause: EBMS cannot access your SQL Mirror
    • Solution: Make sure your SQL mirror is running. If your SQL Mirror is hosted in Azure, make sure your internet is up and stable.
  • Potential Cause: An expected field is missing or unavailable
    • Solution: Read the error carefully. Remove the field from the selected columns.
    • Solution: That field may not be syncing. Follow the instructions above to remove any filters or excluded fields.