gl_drillbackX_parameters custom setting

To configure the gl_drillbackX_parameters custom setting, you must be familiar with the integrations, such as the format that the source system accepts for parameters.

The drillbackX_parameters custom setting defines a template that includes a logical ID, the page to open, and parameters with placeholders.

These placeholders, enclosed in curly brackets { }, are dynamically replaced with actual report context values by the Application Engine during the drillback process.

The MM.YYYY date format used in Infor EPM is converted to the source system’s date format using the extension of the DTIME placeholder.

The DCOMPC.CST placeholder maps entities from Infor EPM to the source system. Its extension determines whether the source system’s company ID or division ID is displayed.

The X in drillbackX_parameters represents a number from 1 to 3. You can define up to three drillback actions. Each drillback action must include a matching pair of drillbackX_process and drillbackX_parameters settings. For example, use drillback1_process with drillback1_parameters.

The structure of the drillback .xml file depends on the source system configuration.

This is the sample drillbackX_parameters value for Infor M3:

<Table>
<Row name="LogicalId">
<Property name="value" value="lid://infor.m3.m3" />
</Row>
<Row name="program">
<Property name="value" value="GLS215" />
</Row>
<Row name="tableName">
<Property name="value" value="FBAKEY" />
</Row>
<Row name="keys">
<Property name="value" value="RKCONO,{DCOMPC.CST_M3CONO},RKDIVI,{DCOMPC.CST_M3DIVI},RKBAKY,1,RKBIT1,++++,RKBIT2,++++++++,RKBIT3,++++++++,RKBIT4,++++++++,RKBIT5,++++++++,RKBIT6,++++++++,RKBIT7,+++++++++" />
</Row>
  <Row name="parameters">
 <Property name="value" value="WWACPE,{DTIME:YYMM},WWCTPI,101" />
</Row>
  <Row name="fields">
    <Property name="value" value="WWACPE,{DTIME:YYMM},WWBAKY,1,WWCTPI,101,WWCUCD,{DGCURR},WWCRTP,1,W0BI1F,{DACOUNT.CST_M3FROM},W0BI1T,{DACOUNT.CST_M3TO}" />
  </Row>
</Table>

This is the sample drillbackX_parameters value for Infor LN:

<Table>
<Row name="LogicalId">
<Property name="value" value="lid://infor.ln.ln01/{DCOMPC.CST_LNID}"/>
</Row>
<Row name="ViewID">
<Property name="value" value="GeneralLedgerWB_Transactions"/>
</Row>
<Row name="AccountingEntity">
<Property name="value" value="{DCOMPC.CST_LNID}"/>
</Row>
<Row name="CurrencyPosition">
<Property name="value" value="local"/>
</Row>
<Row name="AllCompanies">
<Property name="value" value="false"/>
</Row>
<Row name="Company">
<Property name="value" value="{DCOMPC.CST_LNID}"/>
</Row>
<Row name="PeriodType">
<Property name="value" value="fiscal"/>
</Row>
<Row name="SelectionYear">
<Property name="value" value="{DTIME:YYYY}"/>
</Row>
<Row name="SelectionPeriodFrom">
<Property name="value" value="{DTIME:MM}"/>
</Row>
<Row name="SelectionPeriodTo">
<Property name="value" value="{DTIME:MM}"/>
</Row>
<Row name="AccountingScheme">
<Property name="value" value="statutory"/>
</Row>
<Row name="IncludeNonFinalized">
<Property name="value" value="false"/>
</Row>
<Row name="ReportingCurrency">
<Property name="value" value="{DGCURR}"/>
</Row>
<Row name="TransactionCategory">
<Property name="value" value="movements"/>
</Row>
<Row name="DebitCredit">
<Property name="value" value="both"/>
</Row>
<Row name="LedgerAccount">{DACOUNT.CST_LN_List}"/>
</Row>
</Table>

TheDrillbackBasedOnTemplate process identifies placeholders in the format {<dimension name>} and replaces them with the element names of the corresponding dimension coordinates.

You can also retrieve and pass attribute values using the format {<dimension name>.<attribute name>}. This returns the value of the specified attribute for the element defined in the slicers .xml.

For time dimensions, use the format {<time dimension name>:<format string>}. Currently, the supported format string is YYMM, which represents the last two digits of the year followed by the two-digit month. For example: [DTIME].[02_2024] is transformed to 2402.