Setting up an IDO critical number drilldown

You can set up a drilldown for an IDO-based critical number either by creating one new or by copying an existing one and then modifying it.

  1. Open the Drilldowns Setup form and execute Filter-In-Place.
  2. Initiate a new record.
    To create a drilldown based on an existing one, you can copy and modify the existing drilldown.
  3. In the Drilldown field, specify an unused integer to identify the drilldown.
    If you do not specify an integer here, the system automatically assigns the next available integer.
  4. Optionally, in the Description field, provide a descriptive name by which the drilldown and its use can be easily identified.
  5. On the General tab, make the basic settings for the drilldown.
    For more information, see Making General Tab Settings for a Drilldown.
  6. Optionally, set up the IDO source for the drilldown.
    For more information, see Setting Up the IDO Source for a Drilldown.
  7. Optionally, use the Output Columns tab to rearrange the order in which the output is to be displayed and the captions to be displayed for those columns. The data that is displayed on this tab is derived from the IDO source set up in the previous step.
    For more information, see Setting Up IDO-Based Critical Number Drilldowns - Output Columns Tab.
  8. Optionally, use the Categories tab to specify one or more categories to which the drilldown belongs. When you select a category, the Category Description field is populated automatically.
    For more information, see Critical Number Categories.
  9. Optionally, use the Sub Drilldowns tab to specify one or more sub-drilldowns to use in conjunction with the selected drilldown.
    For more information, see Setting Up an IDO-Based Sub Drilldown.
  10. Optionally, use the Static Parameters tab to specify one or more name-value pairs to be used as static parameters.
    Note:  Static parameter options are most effective when the source of data for the critical number is a stored procedure. When the data source is an IDO, the same end is accomplished much more easily using filters.
  11. Optionally, use the Input Parameters tab to rearrange the order in which input parameters are queried for data and provide descriptions of each.
    The data that is displayed on this tab is derived from the IDO source set up in Step 6.
  12. Associate the drilldown with a critical number:
    1. Open the Critical Numbers Setup form and navigate to the critical number.
    2. On the Drilldowns tab, select the new drilldown and specify a description.
    3. Save your changes.
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