Setting Up Critical Number Drilldowns - General Tab

  1. Whether you are defining a drilldown based on an IDO or on a stored procedure, use the General tab on the Drilldowns Setup form to specify this general information:
    Source Type
    Use the drop-down list to specify whether the source for the crifical number values is a Stored Procedure or an IDO.
    Source Name
    If the source is a stored procedure, specify in this field the name of the stored procedure. We recommend that you name the stored procedure the same as the critical number stored procedure with the suffix of "Dtl." For example, Critical Number SSSWBCanCoShipSp would use SSSWBCanCoShipDtlSp. If the source is an IDO, specify in this field the name of the IDO. In addition, to further specify and define the IDO source material to be used for the drilldown, click the Source Name button. This launches the Drilldowns IDO Setup form.

    For more information, see Setting Up the IDO Source for a Drilldown.

    Record Cap
    Use this field to specify the maximum number of records to return when the DataView query is performed:
    • Use System Setting: The system record cap setting determines the maximum number of records that can be returned.
    • Use Specified Max: This option allows you to set your own maximum for the number of records to be returned. When selected, this option makes visible and enables the Record Cap Value field.
    • Retrieve All: This option instructs the system to retrieve all available records, regardless of any record cap settings elsewhere on the system.
    Record Cap Value
    By default, this field contains the system setting for the record cap. You can change it to whatever value you choose.
    Detail Type
    Specify whether you invoke and launch a Form or an Executable file when the user clicks the Detail button on the Drilldowns form for this drilldown
    Detail Name
    Specify the name of the form or executable file to be launched when the user clicks the Detail button on the Drilldowns form for this drilldown.
    Detail Parameters (Parms)
    Optionally, specify any parameters to be used when invoking a form. Generally, the detail form is filtered by the RowPointer associated with the record in the drilldown, which makes this field unnecessary. However, it is possible to use this field to override the parameters with which the form is called. Example: FILTER(CustNum=FP(CustNum)) SETVARVALUES(InitialCommand=Refresh)
    Use Alert
    Select this option to specify that an alert is to be used in conjunction with the drilldown.
    Alert Operator
    From the drop-down list, specify the operator to used to make the comparison between the alert value and the actual value.
    Alert Value
    Specify a value to compare to the actual value of the property at the time the data is queried.
    Use Goal
    Select this option to specify that a goal is to be used in conjunction with the drilldown.
    Goal Operator
    Specify the operator to use when making the comparison between the goal value and the actual value.
    Goal Value
    Specify a value to compare to the actual value of the property at the time the data is queried.
    Email Drilldown
    Select this field to include drilldown data when e-mails are generated for critical numbers.
  2. Select another tab or save your changes.
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