Configuring the M3 Information Monitor widget for basic MI transactions

  1. Click Configure Widget.
  2. Specify this information:
    Title
    Click the padlock icon to unlock the title. Specify a new widget title.
    Automatic Refresh Rate
    Click the drop down field and select a refresh rate minute interval.
  3. Click Add Monitor and configure the monitor to be added.
    Monitor Name
    Specify a monitor name.
    Severity Indication
    If selected, you can press the Configure button and add input ranges for indicators.
    Drilldown
    If selected, you can specify a primary action to either Drilldown or Open and specify a maximum record count.
    Bookmark Options
    Click Get Ming.le Bookmark. Select from the existing bookmark options.

    Optionally, you can modify your own bookmark. See Configuring a bookmark.

  4. Configure the M3 API. Specify this information:
    Program
    Click the look-up button. You can search for M3 programs, for example CRS610, and provide a description to filter the results. Click a record from the programs list and click Select.
    Transaction
    Click the look-up button. You can 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 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.
    • Select the check boxes in the User input column to enable the 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. See Supported macros for the input field.
    Output
    Click the look-up button.
    On the data grid, you can perform these tasks:
    • Select the check boxes in the Output column to select the output fields to be submitted for the MI 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 the check boxes in the User input column to enable the user to override the input value from the widget actions on the widget menu.
    • 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, 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
    Select a display type from the list. If you select graph, additional fields should be configured. See Configuring a graph.
  5. Optionally, add an action item for the records in the configured monitor. See Adding an API action.
  6. Click OK.