Configuring the M3 Information Viewer 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.

    To create your own bookmark, see Configuring a bookmark.

  3. Specify this M3 API information:
    Program
    Click the look-up 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.
    Transaction
    Click the look-up 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 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.
    • 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.

      See Supported macros for the input field.

    Output
    Click the look-up 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.

      See Supported macros for the input field.

    • 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
    Click the drop down and select a display type. If you select graph, additional fields should be configured.

    See Configuring a graph.

  4. Optionally, add an action item for the records in the widget.

    See Adding an API action.

  5. Click Save.