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Infor Factory Track
Infor Factory Track
Accessing WFM transactions
Parameters Overview
Site Parameters
Configuring Site Parameters
Global Parameters
Configuring Global Parameters
Transaction Set Maintenance
Configuring Transaction Set Maintenance
Employee Authentication
Integrations for WFM Orders
Load Orders from WFM
Loading Orders from the WFM System
Work Orders
Viewing WFM Orders using Work Orders
WFM Transactions
Labor Transactions
Start Run
Starting work order operations
End Run
Stopping work order operations
Start Setup
Starting setup activities
End Setup
Stopping setup activities
Start Indirect
Starting indirect tasks
End Indirect
Stopping indirect tasks
Work Center
Using the work center UI form
Work Center home page configuration
Teams and Workset Transactions
Team Maintenance
Creating teams
Start Team Run
Starting work order operations for a team
End Team Run
Stopping work order operations for a team
Start Team Set Up
Starting labor setup transactions
End Team Setup
Stopping setup activities
Start Team Indirect
Starting indirect transactions
End Team Indirect
Stopping indirect transactions
Workset Maintenance
Working with team maintenance form
Viewing worksets details
Adding jobs to worksets
Removing jobs from worksets
Starting worksets
Stopping worksets using the work center form
Quantity Enter
Hours Summary
Hours Detail
Purge Transaction History
Post Transaction History To Summary
Programmer Notes
Web Service Connectors
Infor Mongoose Basics
About this guide
Basics
Navigation in the System
Using the Explorer
Opening the Explorer
Structure of the Explorer
Master Explorer Folders
Public Folders
User Folders
My Folders
Customizing 'My Folders'
Adding Folders
Adding Forms to Folders
Copying Folders or Forms
Renaming Folders or Forms
Deleting Folders or Forms
Setting Up Forms to Load Automatically
About pinning Explorer folders
Pinning Explorer folders
Setting a default pinned Explorer folder
Context (Right-Click) Menus
Setting User Preferences
Setting user preferences in the Windows client
Setting User Preferences in a web client
Getting Help
About the Help
Using the Help
Printing Help Topics
Support Site
Other Documentation
About Forms, Fields, Records, and Collections
Working with Forms
Form Types
About MultiView forms
Query Forms
Primary Criteria in Query Forms
Additional Criteria in Query Forms
Operators on Query Forms
Buttons on Query Forms
Grid Only Forms and Grids
About Detail Only forms
System Report Forms
Mobile Forms
Utilities and Activities Forms
About Flex forms
Finding and Opening Forms
Finding and Opening Forms Using the Explorer
Finding and Opening Forms Using the Select Form Dialog Box
Opening Utilities and Activities
Using Workspaces
Setting Up and Saving Workspaces
Opening Workspaces
Creating a Workspace Shortcut
Changing the Forms in Workspaces
Deleting Workspaces
Customizing Forms
About Trees on Forms
Working with Collections
Retrieving Collections
Finding Records with Filter-in-Place
Finding Records Using a Query Form
Using the Null Keyword
Using Wildcards
Understanding Filters
Creating and Saving Filters
Using a Saved Filter
Copying and Editing Filters
Deleting Filters
About Caps
Caps on Collections
Viewing the Current Cap on Collections
Changing the Cap on Collections
Caps on Drop-down List Items
Viewing the Current Cap on Drop-down List Items
Changing the Cap on Drop-down Lists
Changing Focus in Collections
Sorting Collections
Using Collections Outside the Application
Exporting Collections to External Files
Copying Data to/from a Spreadsheet
Saving a Collection to Microsoft Excel
Copying Entire Collections to a Spreadsheet
Copying a Single Record to a Spreadsheet
Copying a Single Column to a Spreadsheet
Copying Blocks of Cells to a Spreadsheet
Pasting Entire Collections into a Grid from a Spreadsheet
Pasting Selected Records (Rows) from a Spreadsheet
Pasting the Contents of a Single Cell from a Spreadsheet
Creating and Formatting Graphs from a Collection
Working with Records
Locating Specific Information in Records
Finding a Specific Value in a Drop-Down List
Filtering a Drop-down List
Finding a Value in a Collection of Records
Tips for Finding Records
About Row Labels
Replacing a Value in a Record
Printing Records or Collections of Records
Previewing a Record or Collection Before Printing
Printing a Record or Collection
About Adding, Changing, and Deleting Records
Adding Records
Copying records
Checking for Errors on Forms
Correcting Form Errors
Saving Records
Deleting Records
Undoing Deletion of Records
Undoing Changes to a Record
Undoing All Changes to Records
Working with Fields
About editable field types and colors
Types of Fields
Using the Question Mark Character
About Lists in Fields
Adding a New Field Value
Finding Details about a Value in a Drop-down List
Entering Dates
Changing or Deleting Field Values
Graphics and Other Binary Objects in Fields
Sending Form-specific Emails
Managing Form-specific Email Templates
Adding User Tasks
Using the User Calendar
Adding an appointment to the User Calendar
Changing your calendar view
Removing an appointment from the User Calendar
Viewing appointment details
Creating Workflows
Using the New Workflow Wizard
Workflow example 1: a simple notification
Workflow example 2: a conditional notification
Workflow example 3: a time conditional notification
Using the New External Workflow Wizard
Workflow example 4: an alert workflow
Workflow example 5: an approval request workflow
Workflow example 6: a pulse alert
Utilities and Activities
Using Utilities and Activities
Previewing and Processing Results in Utilities and Activities
Specifying Selection Criteria in Utilities and Activities
Using Results from Utilities and Activities
About Background Tasks
About Printing Records and Collections
Working with Reports
Reports Overview
Previewing Reports
Generating Reports
Printing Reports
Emailing Reports
Faxing Reports
Sending Reports to Customers or Vendors
Setting Report Options
Setting Report Ranges
Where do report outputs go?
Setting the report theme
Changing Fonts in Reports
Sending Email Notification
Working with Notes
About Notes
Creating and Attaching Notes
Creating a Single-Use Note for a Specific Record
Creating or Selecting Reusable Notes
Reading and Modifying Notes
Deleting Notes
Detaching Notes and Files
Printing Associated Notes
Accessing the System/User Notes Form
Attaching External Files to Notes
Working with Document (File) Attachments
Working with Document (File) Attachments
Maintaining Document Types
Using the Application Event System for Document (File) Attachments
Attaching Documents (Files) to Forms, Properties, or Records
Themes
About themes
Applying a theme
Applying a theme in Windows client
Applying a theme in the web client
About Application Clients
Similarities between the Windows and web clients
Differences between the Windows and web clients
Web Clients and User Controls
Diagnostics Support in Web Clients
Limitations of the Lightweight Client
User Interface Reference
Keyboard Shortcuts
Menus
Form menus
Form menu for both clients
Form > Definition submenu for both clients
Actions menu
Edit menus
Edit menu in the web client
Edit menu in the Web Designer
Edit menu in the Windows client
Edit menu in Design Mode
View menus
View menu in the web client
View menu in the Web Designer
View menu in the Windows client
Window Menu
Help Menu
Toolbars
Main Toolbar
Alignment Toolbar (Design Mode)
Infor Mongoose Core Development
About this guide
Application Messages
About Application Message Construction
Constructing Application Messages
Setting Application Message Numbers
Invoking and Concatenating Multiple Application Messages
About Constraint Exception Messages
Building Constraint Exception Messages
IDOs
Understanding IDOs
Extend and Replace IDOs
Working with IDO Projects
Adding an IDO Project
Deleting IDO Projects
Working with IDOs
The Basics
Viewing and Understanding an IDO Definition
About Source Control
Comparing IDOs during check-in
About Non-Mongoose Data Used in Mongoose Applications
Including Data from a Different SQL Database into Your Application
Including Data from an External Database into a Mongoose Application
Example: Custom Code to Communicate with an Outrigger Database
Checking In and Out
Checking In IDOs
Checking in Multiple Objects
Checking Out IDOs
Adding, Editing and Deleting IDOs
Adding an IDO
Setting Advanced IDO Attributes
Editing IDOs
Canceling or Undoing Changes to IDOs
Deleting an IDO
IDO Deletion Rules
Exporting and Importing
Exporting IDOs
Exporting IDO Extension Class Assemblies
Exporting Property Classes
Importing IDOs
Importing IDO Extension Class Assemblies
Importing Property Classes
Working with Tables
Understanding Tables Used by IDOs
About IDO Base Tables
About IDO Secondary Tables
Adding Base or Secondary Tables to IDOs
Editing or Removing IDO Tables
Specifying Join Conditions for Secondary Tables
Tip: Using Multiple Base Tables
Working with Methods
Understanding IDO Methods
About IDO Extension Classes
Transactions and IDO Methods
Adding a Method to an IDO
Editing Methods
Deleting a Method or Property from an IDO
Working with Properties
Understanding Properties
Adding a Property to an IDO
Editing an IDO Property
Adding or Editing Validators for a Property or Class
Creating an Inline List
Creating an IDO Property Validator
Form Control
Understanding Form Control
Form Control Tasks
Checking Out Objects
Displaying and Maintaining Checked-Out Objects
Checking In Objects
Getting Objects
Unlocking Objects
Archiving Objects
Restoring Objects
Application Event System
About the Application Event System
Basic Components of the Application Event System
Advantages of the Application Event System
Example: Using the Application Event System
Using the Application Event System for Document (File) Attachments
Working with Application Event System
Handling Application Events
Controlling the Sequence of Event Handlers and Actions
Restricting Which Handlers Run
About Synchronicity
About Suspension
About Suspension Stages
About payload
About Adjournment and Resumption
About Event Handler Status
Ignoring Failures
Retrying Event Handlers
About Transactions
Rolling Back Transactions
Passing Parameters to an Asynchronous Event
Calling a Synchronous Event within a Transaction and Handling Failure
About the Framework Event Service
Setting Up the Framework Event Service
Processing Order in the Framework Event Service
About Event Handler Revisions
Designing and Using Application Events and Handlers
About the Access As Identifier
About Application Events
Creating Application Events
Modifying Application Events
Deleting Application Events
About Event Triggers
Creating Event Triggers
Retesting Triggers
About Event Handlers
Creating Event Handlers
Using the Event Handler Diagram Form
About Event Actions
Creating Event Actions
Showing Event Action Contexts
Setting Event Action Variables from a BOD Template
Setting up the Extraction XML Collection Action
About Event Action Parameters
Nesting Function Calls
Passing Parameters from Actions
Setting Variable and Parameter Values
Setting Event Action Parameters
Using Expressions in Event Action Parameters
About Event Action Parameter Functions
Using Filter Functions
About Event Variables and Initial States
About Event Global Constants
Defining and Using Event Global Constants
Example: Using an Event Global Constant
About the Application Event System Design Forms
Setting up Custom Application Events and Handlers
Designing a Custom Application Event
Ordering Event Handlers
Resequencing Event Handlers
Ordering Event Actions
Determining Names of IDO Collections and Properties
Determining the Name of an IDO Object
Determining the Name of a Property bound to a Form Component
Refreshing the Metadata Cache
Refreshing Cached Metadata by Unloading Global Objects
Refreshing Cached Metadata by Restarting the IDO Runtime Service
Refreshing Cached Metadata in the IDO Runtime Development Server
Tracking Application Event System Status
About the Application Event System Messages
Responding to System-Generated Messages
Setting Variable Access
Setting Translatable Captions for Variables
Moving Messages Between Folders
Sending Email to External Email Inbox for Prompts
About Prompts and Responses
Using Custom Entry Forms
About Voting Rules in Prompts
About Voting Status
Dealing with Indeterminate Voting Results
About Quorums
Sample Scenarios
Sample Scenario 1: Notification of a New Record - Adding a User
Refining the Message
Refining the Recipient
Sample Scenario 2: Notification of Changes to an Existing Record - Changing the Credit Limit
Sample Scenario 3: Notification that includes an Old Value
Sample Scenario 4: Approval for a New Record
Sample Scenario 5: Requesting Approval by External Email for Changes to an Existing Record
Sample Scenario 6: Requesting Multiple and Complex Approvals
Testing the event handler
Sample Scenario 7: Adding Information to a Record
Sample Scenario 8: Voting for Various Choices
Sample Scenario 9: Translating Captions in a Purchase Request
Sample Scenario 10: Opening a Session in a Remote Environment
Sample Scenario 11: Cross-site Event Firing - Adding a Message to another Site's Inbox
Schema (SQL Table and Column) Editing
Maintaining Tables and Other SQL Schema Elements
Creating SQL Tables
Maintaining Columns on SQL Tables
Specifying Primary Keys and Other Constraints for a Table
Updating Existing SQL Tables
Editing SQL User-Defined Data Types
Executing SQL Statements
Restricted Tables
SQL Reserved Words
User Extended Tables (UETs)
User Extended Tables Overview
Associating User Fields with a User Class
Extending Application Database Tables
Copying a User Field
Creating a Relationship Between a Database Table and a User Class
Creating a User Class
Creating User Fields
About User Defined Types
Defining an Index for a Class
Drawing UET Fields on Forms
Impacting the Schema
Critical Numbers
About Critical Numbers
About Critical Number Goals and Alerts
Defining a Critical Number
Setting Up Critical Number Parameters
Setting Up Multiple Results for One Critical Number
Example: IDO Method Critical Numbers
Example: Stored Procedure Critical Number
Changing Critical Number Display Settings
About Critical Number Snapshots
Generating a Critical Number Snapshot
Critical Number Drilldowns
About Critical Number Drilldowns
Setting Up a Critical Number Drilldown
Setting Up an IDO Critical Number Drilldown
Setting Up an IDO Method Critical Number Drilldown
Setting Up a Stored Procedure Critical Number Drilldown
Setting Up a Critical Number/Drilldown IDO Filter
Setting Up an IDO-Based Sub Drilldown
Setting up a Sub-Drilldown Based on a Stored Procedure
DataViews
About DataViews
Setting up a new DataView
Displaying a Predefined DataView
Creating Custom Columns for DataViews
Specifying Summaries for DataViews
Displaying DataView results
About DataView Layouts
Copying a DataView Layout
Setting Up Predefined DataViews
Specifying DataView setup information - General tab
Setting additional IDO specifications for a DataView
Specifying DataView setup information - Input Parameters tab
Specifying DataViews setup information - User Permissions tab
Specifying DataView setup information - Layouts tab
Specifying DataView setup information - Report Options tab
Copying a DataView to Create a New One
Setting Up a DataView Filter
Setting Up the Right-Click Actions Menu for DataViews
Setting Up a DataView Actions Filter
About expression columns
Creating Expression Columns
About expression summaries
Creating expression summaries
DataSearch
About DataSearch
Configuring Data Sources for DataSearch
Setting Up a DataSearch Filter
About DataSearch Source Sets
Creating a DataSearch Source Set
About DataSearch Layouts
Form Extensions
About extending and replacing forms
Using the Form Extensions form
Infor Mongoose Administration
About this guide
System Architecture
About SQL Server
Minimum requirements for SQL Server logins
Changing the database name
About clients
User Authorizations
Assigning user IDs and passwords
Creating super users
Changing passwords
Setting password parameters
Setting token authentication
About users and groups
Creating a user group
About groups, composite groups, and subgroups
Creating a composite group
Assigning a user to groups
Assigning a user to a primary group
Editing authorizations for a user in a group
Copying user tables
Example: Hiding fields from certain users
Disabling inactive accounts
Setting a lockout for session inactivity
About form-level security
About row-level security
Using IDO filters to limit user access
Example: IDO filters
Example: Multiple IDO filters
Example: Table join IDO filter
Example: Group IDO filter
File Servers
Setting up a file server with logical folders
Example: Setting up templates for logical folders
Managing file servers for linked documents
Process Defaults
About process defaults
Setting a process default
List of basic process defaults
TaskMan and Background Tasks
About the Infor Framework TaskMan Service
Setting up the Infor Framework TaskMan Service during installation
Setting up the Infor Framework TaskMan Service after installation
Configuring printers
Defining printers
Managing cloud printer credentials
Setting up an IDM Enterprise printer
Defining TaskMan and reports settings
About maximum concurrent tasks
Setting up the application server to send email notifications
Defining report options
Defining excluded tasks
Creating background task definitions
Running stored procedures, executables, and IDO methods
Setting up stored procedures
Setting up executable files
Setting up IDO methods
Managing background tasks
Scheduling background tasks (developer or administrator)
Sample error message in background task history
Scheduling reports and utilities to run in the background
Scheduling a process to run in the background
Checking which background tasks are running
Deleting background tasks
Deleting waiting tasks
Viewing background tasks
Modifying forms to submit tasks to the background queue
Reverting to the default version of a form
Reverting form changes made in runtime mode
Reverting form changes to vendor default version
Using Store and Get Options
Using TaskMan substitution keywords
Running TaskMan in debug mode
Enabling debug mode through your application
Enabling debug mode through the TaskMan service
About TaskMan debug mode messages
Checking TaskMan events
Troubleshooting TaskMan
Troubleshooting: TaskMan does not start
Troubleshooting: Changes to Intranets form settings are ignored
Troubleshooting: Background task runs but has no history record
Troubleshooting: Labels not replaced with string table values
Troubleshooting: The transport failed to connect to the server
Troubleshooting: Application event messages from TaskMan
Using SQL profiler to trace TaskMan instances
Using stored procedures for performance benefit
Time Zones
About time zones
Specifying time zone data
Multi-language interface
About Language IDs
Language translations
About culture codes and folders
Overriding language settings
Applying languages to your application
Removing languages from your application
Application Schema Metadata
Defining application schema metadata
Generating application schema metadata triggers
Building and running application schema metadata scripts
Viewing core triggers into which application code will be inserted
Metadata Cache
Maintaining or discarding the local metadata cache
Next Keys
About synchronization of Next Keys
Synchronizing Next Keys
About Next Key definitions
Defining Next Key metadata
Purging Next Keys data
Master Explorer Folder
About “pruning” the Master Explorer folder display
Pruning the Master Explorer folder display
Prune Explorer Folder callout method template
Troubleshooting problems with the Prune Explorer callout method
Reports
Defining a custom paper size
Adding a filename prefix parameter to a report
Assigning a report filename prefix using the AES
Where to find information about error messages?
Replication (and Multi-Site)
About replication
About transactional replication
About non-transactional replication
About replication services
About MSMQ instances
Active Server Pages
Primary uses of replication
Requisites for replication
Creating the requisite elements
Specifying a "bootstrap" configuration
Creating requisites for Data Lake/IMS replication
Creating requisites for non-transactional replication
About table triggers
About triggers and transactional replication
About triggers and non-transactional replication
Disabling triggers
About regenerating replication triggers
Regenerating triggers
About stored procedures in replication
Stored procedures and functions used in replication
Stored procedures created by replication regeneration
Stored procedures used with shared tables
Using replication for Data Lake data transfers
Setup to integrate from "on-premises" to MTC Data Lake
Using replication for BOD data transfers
Viewing sent and received BODs
Creating and maintaining BODs
Generating a BOD as a background task
Filter conditions for BODs
Using BOD templates
Using AES to create a BOD template from scratch
About the Send BOD event action
Modifying and constructing the body
Registering a BOD Template
Importing BOD templates
Handling outdated BOD data
Refreshing the BOD metadata cache for a server farm
Archiving unprocessed BODs
Restoring archived BODs
Purging BOD information
Purging the replication document inbox/outbox
Using replication for non-BOD transfers
Replicating data to external applications that do not use BODs
How XSL Transformations use system types
Manual replication
About manual replication
Performing a manual replication operation
About the Replication Document Manual Request Utility
Using replication for multi-site environments
About _all tables
_All table considerations
Replicating tables and columns added with the SQL Table and SQL Columns forms
Adding UET schema changes to _all tables and views
Copying UET table schema changes
Using the update _all tables form
Populating values for other sites in the local _all table
Example: Truncating _all tables
Deleting records from the _all tables
Populating the local _all parameter tables
About master sites and shared tables
How it works
About setting up a master site
Setting up a master site and shared tables
Sharing _all tables
Sharing user tables
Setting up non-transactional replication for sibling tables or subsets of tables
About point-to-point replication
Unsharing multi-site shared tables
Reverting shared user tables
Reverting an _all table
Adding a new site to a shared intranet
Setting up replication to sites in other intranets
Regenerating views to the master site
Changing site IDs
Multi-site replication examples
Transactional – Adding a new site group
Transactional – Adding an order
Non-transactional – Adding an order
Master site – Sharing product codes
Example: Using a list of configurations
Form Synchronization
About FormSync
About synchronization
Schematic overviews
Basic form synchronization
Merging customized forms with base-level forms
Leaving customized forms untouched
Removing customized forms
Synchronize without processing forms
Synchronizing global objects
Removing global object customizations
Keeping global customizations
Understanding WinStudio customizations
About Source and Target configuration selection
About the Scan/Fix forms and objects utility
About default synchronization
About forms and synchronization
Version identification
About synchronization of forms
About synchronization of the Explorer
About synchronization of global objects
About synchronization with Site and Group versions
About synchronizing third-party products
About FormSync utilities
Frequently asked questions
Before you use FormSync
Configuring a file-comparison utility
Backing up databases
Configuring database servers
Determining the level of customization required
Installing third-party products
Selecting configurations
Setting up a development environment
Using FormSync
Synchronization tasks
Making basic synchronization settings
Using default settings for synchronization
Synchronizing forms
Synchronizing the Mongoose Explorer
Synchronizing global objects
Synchronizing Site or Group versions
Testing the results of synchronization
Non-synchronization tasks
Scanning and fixing problems in the Target configuration
Filtering custom objects
Deleting custom objects
Saving a list of customized objects
Copying custom objects between databases
Generating SQL scripts for custom objects
Exporting SQL scripts
Exporting & importing metadata in partial trust situations
Exporting forms metadata
Importing forms metadata
Comparing objects
Representation of forms and global objects in comparisons
Generating pseudo code
About the generated pseudo code output
Designating forms and objects for pseudo code generation
Generating license records for customer-created forms
Using FormSync with a CLI
Using FormSync from a CLI
Sample upgrade configuration files
Sample patch information file
Sample export control file
Sample import control file
Prompts and other messages
Displaying prompts during synchronization
Recording and replaying synchronization prompts
Recording prompts
Previewing prompts
Replaying prompts
Method call messages
Event handler prompts
Script prompts
The FormSync log
Displaying FormSync messages in the log
Log detail levels
Printing, sorting, searching, or archiving messages
Clearing the log
App Metadata Transport
About App Metadata Transport
Before using App Metadata Transport
Importing metadata
Exporting metadata
Testing App Metadata Transport results
Running App Metadata Transport from a command line interface
Transaction Isolation Levels
About transaction isolation levels
Setting transaction isolation levels
Integration with Other Applications
Infor Document Management
About external application parameters
Creating a user profile for external applications
Infor Ming.le
About “widget forms”
Designating a form as a “widget form”
Infor ION
Adding an ION API server
Adding an ION API Server suite
Adding an ION API method
Testing an ION API method
Importing an ION API server suite
Importing an ION API method
Improving System Performance
Hardware
SQL Server settings
SQL Server maintenance
Statistical information
Updating statistics
Fragmentation information
Defragmenting indexes
Unneeded data
Purging or compressing unneeded data
Examining table size
Centralized Vendor Metadata Database (CVMD)
Creating a CVMD
Implementing a CVMD
Customizations
User actions
Reducing the number of rows returned in queries
Reducing the scope of reports
Replication
Locking and blocking
Saving each modified row in a separate transaction
Setting the collection read mode (Transaction Isolation Level)
Windows tools
SQL Server stored procedures and commands
Printing barcode reports in PDF format
Troubleshooting timeout errors
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