Setting Up Critical Number Drilldowns - General Tab

To define the basic specifications of the drilldown:
  1. Open the Drilldowns Setup form.
  2. On the General tab, specify this information:
    Source Type
    Select the source type:
    • IDO Collection
    • IDO Method
    • Stored Procedure
    Source Name
    Specify the source name.
    • If the source type is IDO Collection, specify the name of the IDO collection.

      To define the IDO source material, click the Source Name button.

      See Setting Up the IDO Source for a Drilldown.

    • If the source type is IDO Method, select the name of the IDO collection.
    • If the source type is Stored Procedure, specify 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 can use SSSWBCanCoShipDtlSp.

    Method
    Select the name of the IDO method.
    Note: This field is only displayed when the source type is IDO Method.
    Goal / Alert Property Name
    Optionally, select the IDO property against which the goal and alert values are to be evaluated.
    Note: This field is only displayed when the source type is IDO Collection or IDO Method.
    Record Cap
    Select which maximum number of records to return when the DataView query is performed:
    • Use System Setting: Select this option to use the system-wide setting for the number of records that can be included.
    • Use Specified Max: Select this option to set your own maximum for the number of records to be returned. When selected, this option displays and enables the Record Cap Value field.
      Note: This setting is subject to any system-wide record overrides for reports that might be in effect.
    • Retrieve All: Select this option to instruct 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 (200). You can change the value.
    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. You can use this field to override the parameters with which the form is called, for example:

    FILTER(CustNum=FP(CustNum)) SETVARVALUES(InitialCommand=Refresh)

    Use Alert
    Select this option to define an alert for the drilldown.
    Alert Operator
    Select the operator to compare 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 define a goal value for the drilldown.
    Goal Operator
    Select an operator to compare the goal value and the actual value.
    Goal Value
    Specify a value to compare to the actual value of the property.
    Email Drilldown
    Select this option to include drilldown data when emails are generated for critical numbers.
  3. Click Save.
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