M3 Search and List

Use this procedure to configure the data to search in M3. The values for each field shows an example configuration for which you use the widget to search for customers and view existing records in H5 using a bookmark.

1. Click the menu icon on the widget title bar and select Configure..
2. On the Settings window, specify this information:

   Title

   Click the unlock button and specify a widget title.

   Program

   Click the look-up icon in this required field and search for a program, for example CRS610MI, for which you will add and execute the search query on widget load. Click Apply.

   Transaction

   Click the look-up button and search for a transaction, for example SearchCustomer, to get the action required for the program when you execute search on widget load. Click Apply.

   Note: Field value must be SQRY.

   Default query (SQRY)

   Provide the default search query. For example, specify the asterisk symbol to perform a wildcard search by retrieving words that are related to the exact record that you need. Another example is CUNM:1000 which means that you are searching for all records with customer name that contains the value of 1000. This field also receives InforWidgetContext messages which you can enable by adding an entity using this format: {<EntityType.idx>}, for example CUNO:{InforCustomerPartyMaster.id1}.

   Returned records (maximum 100 returned)

   Specify less than the maximum count of records to return upon loading of widget.

   Execute search on widget load

   Select this check box to perform the search automatically on widget load.

   Output configuration

   Click Output configuration to configure the display of data on the widget. Provide the required data or action item for each column:

   • Selected: Select this check box to indicate which field should be displayed on the widget. For example, select the Customer number (CUNO), Name (CUNM), and Status (STAT) fields
   • View Order: Provide a number to indicate the order by which the field is displayed on the widget. The lowest number places the field on the top order. Optionally, you can leave this column as blank.
   • Style: Select the applicable label style for the field. Header fields are emphasized with a bold attribute. For example, select Header for CUNO and select Regular field for both CUNM and STAT.
   • Entity type: Specify an entity type. When you click a record on the search list result, the widget uses this entity type value and ID to create an InforWidgetContext message. The context message is then sent to other widgets that listen and retrieve the required values.
   • Entity ID: Select the variable ID of the entity in a business context message, for example, id1.
   • Translate: Click the Edit icon to translate a field name.
     1. On the Translations dialog, click Add translation.
     2. On the Add Translation dialog, select a language and specify the translated text for the field name.
     3. Click Add.

   Bookmark configuration

   Click Bookmark configuration to configure bookmarks to be displayed on the M3 Search and List widget for every row of searched record.

   1. On the Bookmark Configuration dialog, specify this information:

      Display bookmark icon

      This field is only disabled when the Saved bookmarks field contains a value. Select this check box to add the bookmark icon on the widget display.

      Saved bookmarks

      Select from the list of available bookmarks. Optionally, you may leave this field blank.

      Bookmark URL

      Copy a raw bookmark from M3 or provide a URL that is updated manually.

      To copy a bookmark URL, as an example, you can start 'Customer. Open' (CRS610). Right-click a specific customer and select Change. From the E panel, right-click any blank space and select Bookmarks > Copy to Clipboard. This URL is an example of a copied bookmark:

      bookmark?program=CRS610&panel=E&tableName=OCUSMA&source=Web&option=2&keys=OKCONO%2C780%2COKCUNO%2CADAMCUST%2B%2B&LogicalId=lid://infor.m3.m3.

      Some bookmark elements are dynamic. For the provided URL example, you can replace the customer number, that is ADAMCUST, with <CUNO>. We recommend that you update the URL on a notepad to identify dynamic elements conveniently. You can paste the updated URL to this field:

      bookmark?program=CRS610&panel=E&tableName=OCUSMA&source=Web&option=2&keys=OKCONO%2C780%2COKCUNO%2C<CUNO>%2B%2B&LogicalId=lid://infor.m3.m3.

      Changing the actual customer number with a generic field redirects the user to a panel with more records other than the only customer record where we copied the raw bookmark.

      Variable validation

      This functionality automatically validates any changes to a bookmark URL. It displays a warning symbol if the change is invalid or displays the exact change with a check mark if acceptable.

   2. Click Save.

3. From the widget's main configuration display, click Save.