M3 Monitor Drilldown

Use this widget to view information that requires careful monitoring.

After receiving the matching group monitor context, the widget displays the list of monitors. You can click a monitor to open the configured list or click the drillback button that redirects you to the bookmarked M3 application. For each monitor, right-click and select between the options copy, edit, or delete.

Widget management

This table shows the related topics and information that support the configuration and use of the M3 Monitor Drilldown widget. Use these topics to learn about key widget functionality, including monitor configuration, bookmarks, and other action items that help you set up and work with the widget.

Task Description
Configuring the widget Use this procedure to configure the M3 Monitor Drilldown widget.
Configuring the severity indication of monitors Use this procedure to configure the severity indication on each selected monitor.
Configuring a monitor bookmark Use this procedure to enable drillback functionality to return either to M3 or an experience designer application.
Using the Copy Monitor functionality Use this procedure to copy an existing monitor and reuse its configuration.

Configuring the widget

Use this procedure to configure the monitors in the widget.
  1. From the widget toolbar, click the vertical ellipsis icon and click Configure.
  2. Click + Add Group.
  3. Specify this information:
    Group name
    Provide a name for the group of monitor information. For example, specify Manufacturing Orders.
    Entity type
    Specify the custom entity type for the group. For example, specify Mon_MO.
  4. Click + Add Monitor to configure the list of monitors.
  5. Specify this information:
    Monitor Name
    Provide a monitor name. For example, specify Open MOs.
    Translations
    Click this button to translate the monitor name into a different language.

    See Using Translations in M3 Information Monitor widgets in this document.

    Severity Indication
    Enable this setting to display the severity indicators of grouped records.

    See Using Configuring the severity indication of monitors in this document.

    Bookmark configuration
    Click this option to configure a bookmark for the monitor.

    See Configuring a monitor bookmark.

    Program
    Click the look-up button. In the Program dialog, search for the program name or description, for example PMS100. Select the corresponding search result then click Apply.
    Transaction
    Click the look-up button. In the Transaction dialog, search for a transaction name or description, for example SearchMO. Select the corresponding search result then click Apply.
    Input
    Click the look-up button. In the Input/Output Parameters dialog, select Input to identify the input fields to be submitted to the API transaction. An input value can retrieve user context by adding field placeholders enclosed with <>.

    Example:

    SQRY value: FACI:<FACI> RESP:<USID> FSCD:0 AND NOT NUMA:0 AND NOT HDPR:[1 TO 10] SortBy:PRNO

    Output
    Click the look-up button. In the Input/Output Parameters dialog, configure this monitor information:
    • Select which output fields are be displayed in the monitor list.
    • Set a numeric value under the Order column to specify the arrangement of the output field for display.
    • Change the display labels of columns through the Modify Description functionality. You can also specify a translation for the new label. For the translated label to reflect, set the equivalent language in the user settings of Infor OS.
    • Select a maximum record count based on the available options. Default max record count is 100 if not set.
    • Click the Bookmark Configuration button to set a bookmark for a specific record. When this is configured, the first row of the monitor list is formatted as a hyperlink.
  6. In the Add Monitor dialog, click Save.
  7. Click the Edit icon to update the parameters of your configured monitor.
  8. To copy the configured monitor, click the Copy icon.

    See Using the Copy Monitor functionality in this document.

  9. To remove a monitor, click the Delete icon.
  10. In the Add Group Monitor dialog, Click Save after you add all required monitors. Optionally, you may sort or arrange the monitors using the drag and drop functionality.

Using translations in the M3 Information Monitor widget

Use this procedure to add translations that converts the monitor names to your preferred language.
Note: You can only view the change when you set the equivalent language from the user menu of workspaces.
  1. On the Add Monitor dialog, click Translations.
  2. On the Translations screen, click Add translation.
  3. On the Add Translation dialog, specify this information:
    Language
    Use the list to select your preferred language.
    Translation Name
    Specify the name to translate.
  4. Click Add.
  5. Optionally, click Add Translation on the Translations dialog to add more languages.
  6. Click OK.
  7. On the Add Monitor dialog, click OK to exit.

Configuring the severity indication of monitors

Use this procedure to configure severity indication by using the slider to apply a color, set a numerical range for the input to indicate the level of severity, and set the icon indicator. Users can set one or all severity indicators for each monitor.

  1. Enable the Severity indication option and click Configure.
  2. Use the slider to select a color for a severity level.

    Severity color are as follows: 0-Blue, 1-Green, 2-Yellow, and 3-Red.

  3. Set the numerical range for the severity of the selected color.

    Use the Higher than field to indicate the low limit for the indicator. For example, 0.

    Use the Lower than field to indicate the high limit for the indicator. For example, 21.

  4. Assign an icon to the severity level being configured.
  5. Click Confirm.

Configuring a monitor bookmark

Configure a bookmark to enable drillback functionality to return either to M3 or an experience designer application.

  1. Right-click a group of records from the monitor list and select Edit.
  2. Click Bookmark Configuration.
  3. Specify this configuration:
    Saved bookmarks
    Select an existing, configured bookmark.
    Bookmark URL
    Add a URL bookmark in this field. The URL is automatically parsed to identify variables, for example, USID and CONO which pertains to user details.
  4. Click Confirm.

Using the Copy Monitor functionality

Use this functionality to copy an existing monitor without doing a configuration of the widget manually.

  1. Right-click a group of records from the monitor list and click Copy. Specify a name for the new monitor.
  2. Optionally, update some configurations that are copied from the original monitor. For example, change the input parameters by clicking the lookup button, updating the value column manually, and clicking Save.
  3. From the Copy Monitor dialog, click Save.

    All configurations from the source monitor are copied to the new monitor unless you changed some parameters.