M3 Information Viewer

Use this widget to display an overview of the frequent information that you use in M3.

You can run this widget as standalone. However, this widget can also send context messages or retrieve context message data from the another widget, or both simultaneously. The entities on the widget configuration determines the information being sent or retrieved by this widget.

Additionally, you can perform these actions:
  • Click a chart item to display drilldown.
  • Right-click a specific record and select Open so you can drillback to the M3 program where the data is connected.
  • Right-click a specific record and select Copy to Clipboard to copy the drillback URL from the record or graph.
  • Integrate this widget with Infor Go to use its scan functionality.

Prerequisite

As a prerequisite to Infor Go, you must install and configure the application in your mobile devices. To know the installation and configuration setup, see Infor Go for Android and iOS in the Infor OS User and Administration Documentation Library (Cloud).

When you have configured the widget and the Infor Go application, select Scan QR to scan either a QR code or barcode and get values of the field that you can change through the Change Input Dialog. Strictly follow these formats for the code to be interpreted in the widget:

  • If requiring a single field

    { "FieldId1": "Value" }

  • If requiring one or more fields

    { "FieldId1": "FieldValue1", "FieldId2": "FieldValue2" }

Supported languages

The widget interface, labels, and configuration options are displayed in the user's preferred language. If the preferred language is not supported, the widget is displayed in English (en-US).

This widget supports these languages:

  • Arabic (Saudi Arabia) - ar-SA
  • Bulgarian (Bulgaria) - bg-BG
  • Chinese (Simplified, China) - zh-CN
  • Chinese (Traditional, Taiwan) - zh-TW
  • Croatian (Croatia) - hr-HR
  • Czech (Czech Republic) - cs-CZ
  • Danish (Denmark) - da-DK
  • Dutch (Netherlands) - nl-NL
  • English (United States) - en-US
  • Estonian (Estonia) - et-EE
  • Finnish (Finland) - fi-FI
  • French (France) - fr-FR
  • German (Germany) - de-DE
  • Hebrew (Israel) - he-IL
  • Hungarian (Hungary) - hu-HU
  • Italian (Italy) - it-IT
  • Japanese (Japan) - ja-JP
  • Korean (South Korea) - ko-KR
  • Latvian (Latvia) - lv-LV
  • Lithuanian (Lithuania) - lt-LT
  • Norwegian BokmÃ¥l (Norway) - nb-NO
  • Polish (Poland) - pl-PL
  • Portuguese (Portugal) - pt-PT
  • Romanian (Romania) - ro-RO
  • Russian (Russia) - ru-RU
  • Slovak (Slovakia) - sk-SK
  • Slovenian (Slovenia) - sl-SI
  • Spanish (Spain) - es-ES
  • Swedish (Sweden) - sv-SE
  • Thai (Thailand) - th-TH
  • Turkish (Turkey) - tr-TR
  • Ukrainian (Ukraine) - uk-UA
  • Vietnamese (Vietnam) - vi-VN

Widget configuration

You can configure the widget to define the data source, parameters, display settings, and navigation options. Configure the widget properties and API details, including the program, transaction, input fields, and output fields, and select how the widget displays data. The widget can display data as a list or graph and can include user actions.

Depending on your requirements, you can use these related procedures:
Topic Description
Configuring a bookmark Use this procedure to create your own bookmark that opens a specific M3 program and query from the widget. You can apply this action when you use the Bookmark Options field. Bookmarks simplify navigation by providing quick access to frequently used M3 records and programs.
Supported macros for the input field Use this information to be familiar with the dynamic way of populating input values using entity, location, date, or user context information, reducing manual input. This is helpful in the Value field when specifying API information.
Enabling bookmark in a record Use this procedure to enable users to open related M3 records directly from widget results for faster navigation. You can apply this action when you identify the output fields for the widget.
Chart types Use this information when you configure a graph for the widget and help determine the most effective way to visualize and analyze data based on business requirements.
Configuring a graph Use this procedure when you set the Display content as field and select the graph option. This helps define how data is presented in a graphical format, including chart settings, grouping options, and drilldown behavior for deeper analysis.
Adding an API action Use this procedure to configure an API to create additional action for a specific record.

Configuring the widget

  1. Click Configure Widget.
  2. Specify this information:
    Title
    Click the unlock button and specify a widget title.
    Automatic Refresh Rate
    Click the drop down field and select a refresh rate minute interval.
    Bookmark Options

    Click Get Bookmark and select from the existing bookmark options or create your own bookmark.

  3. Specify this M3 API information:
    Program
    Click the lookup button in this required field. Search for an M3 program, for example CRS610, and provide a description to filter the results. Click a record from the programs list and click Select.
    Note: When using EXPORTMI as a program, select the Map EXPORTMI fields check box to ensure the data is parsed and displayed in the correct format.
    Transaction
    Click the lookup button in this required field. Search for a transaction, for example SearchCustomer, and provide a description to filter the results. Click a record from the transactions list and click Select.
    Input
    Click the lookup button. On the data grid, you can perform these tasks:
    • Select Input to identify the input fields to be submitted to the API Transaction.
    • Change the input field's value in the Value column. For example, updating a supplier status to deactivated, STAT: 90 (CRS620MI/ChgBasicData).
    • Select User input to enable a user to override the input value from the widget actions on the widget menu.
    • Optionally, specify an entity type if you require the widget to retrieve business context messages, for example, InforCustomerPartyMaster. And then specify an input in the Value field that uses the entity type enclosed in a bracket. This example shows the format: {InforCustomerPartyMaster}. The same input is reflected in the Id1 context message which you can use as an input field to run the MI request.
      Note: Other supported macros are used in the Value field.
    Output
    Click the lookup button in this required field. On the data grid, you can perform these tasks:
    • Select Output to identify the output fields to be submitted to the API transaction.
    • Specify a value under the View Order column to specify the order of the output fields for display, for example CUNO;CUNM;STAT;CUCL.
    • Optionally, specify an entity type if you require the widget to send business context messages, for example, InforIssueHeader. If multiple messages are required, you only have to append .id<ID number> for the declared entity, for example, InforIssueHeader.id2.
      Note: Other supported macros are used in the Value field.
    • Change the display of labels through the Modify Description functionality. You can also specify a translation for the new label. For the translated label to reflect, you must set the equivalent language in the user settings of Infor OS.
    • Select a maximum record count.
    • Select the Standard bookmark variant for your output fields with key strings (KSTR):
      • If Modify Standard Configuration is enabled, you can specify an option, start panel, and focus field for your bookmark.
      • To use the default key string for the record, disable Modify Standard Configuration.
    • Select the Configurable bookmark variant to enable a bookmark for a specific record.

      See Enabling bookmark in a record.

    Display content as
    Click the drop down and select a display type. If you select graph, additional fields should be configured.
  4. Optionally, add an API action or a task for the records in the widget.
  5. Click Save.

Configuring a bookmark

Use this procedure to create a bookmark for the widget that opens an M3 program. To access the bookmark, click the ellipses icon and select Open.

  1. When configuring a widget, click Edit beside Get Bookmark.
  2. Specify this information:
    Program
    Specify an M3 program, for example, CRS610. Click Get beside the field to get accurate bookmark parameters for the program.
    Table
    Specify an M3 Table, for example, OCUSMA. Click Get to get accurate bookmark parameters for the table.
    Sort Order
    Specify an M3 sort order value, for example, 1.
    View
    Specify an M3 view value, for example, STD01-01.
    Query

    Specify a bookmark query value, for example, use CONO:880 to view a customer number with the value of 880.

    You can also add an entity in bookmark queries to support context value using this format: <Field name>:{<context message>} or <Field name>:{<context message>}.id<number>. For example, use CUNO:{InforCustomerPartyMaster} to view all existing customer numbers.

  3. Click OK.

Supported macros for the input field

  • Infor entities macros

    The macros for entities uses this format: {<infor_provided_entity_name>}. For example, {InforCustomerPartyMaster}. Take note that the user should also add the same entity name on the entity type column when configuring the input parameter.

  • Location macros

    The macros for location uses this format: {<coordinate>, [<no_of_decimals>]} where the value inside the square brackets [] are optional.

    The types of location macros include:
    • {longitude}
    • {latitude}
    • {latitude, 3} where 3 is optional in this example
  • Date macros

    The date macros uses this format: DATE(<integer>), where the value of integer calculates the time frame from the current date. For example:

    • DATE(-30): calculates date of 30 days behind from the current date
    • DATE(0): current date
    • DATE(+30): calculates date of 30 days ahead from the current date
  • User context macros
    The macros for user context uses this format: {<user context fields>}.
    Note: The user context fields are retrieved from the current user records from (MNS150).

    This list contains the supported user context macros:

    • {CHNO} - change number for project ID
    • {CONM} - user's division name
    • {CONO} - user's company
    • {CSYS} - connected system
    • {CUNO} - customer
    • {DCFM} - user's decimal format
    • {DEPT} - user's department
    • {DEVD} - user's location
    • {DFMN} - user's start menu
    • {DIVI} - user's division
    • {DTFM} - user's date format
    • {EMAL} - user's email address
    • {EUID} - external user id
    • {EQAL} - user's equipment alias search sequence
    • {FACI} - user's facility
    • {FADT} - first active date
    • {FRF6} - free field 1
    • {FRF7} - free field 2
    • {FRF8} - free field 3
    • {LANC} - user's language
    • {LADT} - last active date
    • {MNVR} - user's menu version
    • {NAME} - user's full name
    • {PHNO} - telephone number
    • {PROE} - profile
    • {TFNO} - facsimile transmission number
    • {TIZO} - user's time zone
    • {TX40} - user's company name
    • {ULTP} - user license type
    • {USID} - user's ID
    • {USTA} - user's status
    • {USTP} - user's type
    • {WHLO} - user's warehouse

Enabling bookmark in a record

Use this procedure to bookmark a user's record in M3. To access the bookmark, right-click a record where you configured the bookmark, then select Open.

Note: This option is only enabled if the selected output fields meet these requirements:
  • Key string (KSTR) fields
  • Combination of table fields and program fields:
    • Program field should either be YPGM or PGNM.
    • Table name should either be YFIL or FILE.
  1. Switch Enable bookmarks to enable additional bookmark options for the configuration.
  2. Specify this information:
    Program
    Specify an M3 program, for example MMS001. Click Get beside the field to get accurate bookmark parameters for the program.
    Table
    Specify an M3 Table, for example OCUSMA. Click Get to get accurate bookmark parameters for the table.
    Sort Order
    Specify an M3 sort order value, for example 1.
    View
    Specify an M3 view value, for example STD01-01.
    Query
    Specify a bookmark query value enclosed within curly brackets, for example ITNO:{ITNO}.
  3. Click Advanced.
  4. Specify this information:
    Key Name - Value
    Specify a key name for the bookmark. Click the plus icon to add more fields for this option.
    Parameter Name - Value
    Specify a parameter name for the bookmark. Click the plus icon to add more fields for this option.
    Filter Field Name - Value
    Specify a filter field name for the bookmark. Click the plus icon to add more fields for this option.

    Click OK.

  5. Click OK in the Input/Output Parameters dialog.

Chart types

These selections are available from the Chart Type field in the graph view settings:
  • Pie: Distribution of data in the form of "slices" within a circular graph. Each division equates to a portion of the total data that corresponds to a certain value.
  • Bar: A horizontal comparison of data through the use of columns.
  • Stacked Bar: Similar to a bar chart except that each column is divided into colored segments wherein a segment represents a single, different value in a data series.
  • Donut: A concentric display where a row of data forms a segment and each segment corresponds to the total value of the ring.
  • Column: A vertical comparison of data that shares the same category or label.
  • Stacked Column: Similar to a column chart except that each column is divided into colored segments wherein a segment represents a single, different value in a data series.
  • Line: A representation of a series of data points connected by a line. When multiple variables are in place, the chart may display a trend.
  • Area: A display of quantitative data connected by line segments and the area below the line is covered with color.
  • Count: A numeric display of data wherein a set of digits represent the count or amount of a specific value.

Configuring a graph

  1. In Display content as, select graph as your display type.
  2. Click Configure.
  3. In the graph view settings, specify this information:
    Chart type
    Select a chart type from the list.
    Note: If you select the Stacked Bar and Stacked Column options, the Stack Column drop-down becomes available.
    Label Column
    Select a label column from the list. The values are taken from the fields selected in the MI Output Configuration above, step 4.
    Stack Column
    Select the category that defines several subgroups that are present and compared in all columns.
    Rotate label
    Switch this option to rotate the labels to a readable angle.
    Note: This option is only available to column, line, and area chart types.
    Display Y-Axis label
    Switch this option to show the label specified on the Y-Axis Label field.
    Note: This option is only available to column, line, and area chart types.
    Y-Axis Label
    Specify a label to be displayed vertically on the graph.
    Note: This option is only available to column, line, and area chart types. The label can also be translated into multiple languages.
    Translations
    Click this option to configure the language of the Y-Axis label.
    Note: For the translated label to reflect, you must set the equivalent language in the user settings of Infor OS. See details about changing the site default language in Infor OS Portal User Guide.
    1. Click Add Translation.
    2. Specify this information:
      Language
      Select your preferred translation for the label.
      Y-Axis Label
      Specify the translation to be reflected on the graph.
    3. Click Add.
    4. On the Translation dialog box, click OK.
    Value Column(s)
    Select the value column from the list. The values are taken from the fields selected in the MI Output Configuration above, step 4.
    Group by label column
    If enabled, data is aggregated by value type.
    Group by type
    Select between count or by sum.
    Enable debit/credit conversion
    Switch this option to specify values for the Debit sign or Credit sign fields.
    Configure Drilldown
    Click this option to configure the drilldown of data to be displayed in the graph.
  4. To configure a drilldown, specify this information:
    Program
    Click the look-up button. Search for M3 programs, for example CRS610, or provide a description to filter the results. Click a record from the programs list and click Select.
    Transaction
    Click the look-up button. Search for a transaction, for example SearchCustomer, or provide a description to filter the results. Click a record from the transactions list and click Select.
    Input
    Click the look-up button. On the data grid, you can perform these tasks:
    • Select Input to identify the input fields to be submitted to the API transaction.
    • Specify the input field's value in the Value column, for example specify BLCD:[0 TO 8]; for SQRY.
    Output
    Click the look-up button. On the data grid, you can perform these tasks:
    • Select Output to identify the output fields to be submitted to the API transaction.
    • Specify a value under the View Order column to specify the order of the output fields for display, for example CUNO;CUNM;STAT;CUCL.
    • Select a maximum record count.
    • Optionally, enable a bookmark. If selected, you can configure additional fields.
    Map drill parameters
    Retrieves data from output field after clicking a data from the graph. Although, you can use this to see the available fields and values for your mapping in the output field.
    Display content as
    Select a format for the data that is displayed after performing a drilldown.
  5. Click OK.

Adding an API action

Use this procedure to configure an API to create additional action for a specific record. The configured action can be accessed through a context menu when you right-click a record.
Note: Performing an action only provides a successful or failed result.
  1. When configuring the widget, click + Add Action.
  2. Specify this information:
    Action Name
    Specify a name for the action to be used for the API.
    Program
    Click the look-up button and select a program.
    Transaction
    Click the look-up button and select from the available transaction methods.
    Input
    Click the look-up button.
    On the data grid, you can perform these tasks:
    • Select the check boxes in the Input column to select the Input Fields to be submitted for the MI Transaction.
    • Change the input fields' value in the Value column. For example, updating a supplier status to deactivated, STAT: 90 (CRS620MI/ChgBasicData).
  3. Click OK.