Drillback from a dashboard to an application in Infor OS Portal

You can use an action to drill back from an Application Studio report to another application that is running in Infor OS Portal or Infor Ming.le. For example, a drillback could display details of a specific sales order in ERP LN, when a user clicks that Sales Order ID in an Application Studio report.

For drillbacks from Application Studio to dashboards in Infor OS Portal or Infor Ming.le, the Drillback action has these required parameters:

  • Logical ID: The ID of the core application within Infor OS Portal or Infor Ming.le
  • New Drillback Parameter: A name of any parameter that is supported by the target system.
  • New XML Parameter: You can pass multiple parameters as XML to create an action that supports drillback to any system.

Drillbacks from Infor OS Portal or Infor Ming.le to dashboards require only the Logical ID.

This example uses the ERP LN Sales Order view. In addition to its required ID 1 (SalesOrder) the Sales Order view has an ID 2 (SalesOrderLineNumber) which is optional and can be used to add context to the drillback.

  1. Right-click a cell and select Define Action.
  2. Select Drillback as the action type. Specify TRUE as the Condition and select a mode for the action.
  3. Specify the Logical ID of the system on which you are reporting. For example, ERP LN.
    The Logical ID must begin =lid://. For example: ="lid://erpln.mycompany.1"
  4. Select Add Drillback View Parameters.
  5. Specify the view ID of the view to drillback to.
    For example: ="SalesOrderView"
  6. Specify the Accounting Entity.
    For example: ="011"
  7. Specify the Location.
    For example: ="MyCity"
  8. Specify the value of the ID 1 of the chosen View ID.
    The ID 1 of SalesOrderView is SalesOrder. For example: ="SO-1001"
  9. Optionally, specify the value of further IDs of the chosen View ID.
    SalesOrderView has one optional ID. That is ID 2 - SalesOrderLineNumber. For example: ="SOL-001" .
  10. Optionally, create a second action type, such as a jump, to provide alternative report navigation if Application Studio is not running in Infor OS Portal or Infor Ming.le.
  11. Specify a name of any parameter you want to define in the New Drillback Parameter dialog box. Specify a value of the parameter.
    For example: New Drillback Parameter name: myNewParameter, Value: ="test".
  12. Specify a Drillback XML Parameter.
    For example: =SETPROPERTY("";"myParm";"value";"1").