Configuring the In-Context Information widget

This widget supports user-based configuration only.
  1. Click the menu icon (...) on the widget title bar and select any of these options:
    1. Configure > Create Static Chart: Select to show a chart which does not depend on context value.
    2. Configure: Select to show a new chart which depends on context value.
    3. Edit Chart: Select to edit the configuration of existing charts in the widget.
  2. On the General tab, specify this information:
    Name
    Specify the name of the chart.
    Type
    Select the chart type from the options.
    Screen association
    To show the widget on a specific M3 program, specify the M3 program, for example, CRS610. This field is not available for static charts.
    Color picker
    Select the chart color.
  3. On the Data Retrieval tab, specify this information:
    Note: To display the charts, the selected API program, transaction, and query must be valid.
    API program
    Select the M3 program, for example OIS100MI.
    API transaction
    Select a transaction, for example Search.Head.
    Query, Arguments
    Specify the query or the argument to use to retrieve data. If functional search macros are supported, the values must be enclosed in {}. For example, ITNO:{ITNO} WHLO:{WHLO}.

    For non-functional search, insert comma between the list of fields and values. For example, ITNO,{ITNO},WHLO,{WHLO}. See Supported macros for the input field.

    To help in building the correct query or arguments, you can click these icons:
    • Field Help: Shows the available transaction fields that you can select to include in your query or arguments. The options in bold text are required. For functional search transactions, only the SQRY - Search Query option is available so this tool is more useful for non-functional search transactions.
    • Show received context keys and values: Shows the list of keys and values that are last received by the widget. Use the list as a reference.
    • Test API: Opens a dialog box where you can test your query or argument. These options are available:
      • Query or Arguments: This field shows a copy of your query or arguments. If blank, specify the query or the argument to use to retrieve data.
      • Test API: Click this button to validate your specified query or arguments. A message is displayed to indicate whether the transaction is valid along with the number of records that are returned by the valid transaction.
      • Save query upon close: Select this check box to copy your query or arguments to the Query or Arguments field on the Data Retrieval tab.
    Search
    Select this check box to indicate that the API transaction is a functional search. If this check box is clear, the Query field becomes Arguments field.
  4. On the Data Value tab, specify this information:
    Value type
    Select the method of how the data is processed from these options:
    • Count: Count the number of returned records.
    • Sum: Summarize the value of a numeric field in the returned records.
    Value field
    If you are configuring a List chart, select the fields to display on the list. If you selected Sum in the Value type field, select the fields to summarize and display on the chart.
    Group by field
    Specify the field by which the data is grouped. For example, to create a chart with stopped orders per customer, select CUNO.
    Formatter - Group by field
    If applicable to your chart type, select the format of the value in the Group by field field. For example, if you select Year and month, 20230330 becomes March-2023.
  5. On the Drillback tab, specify this information:
    Program
    Specify the program in M3 from where the data is based. For functional search transactions, a drillback opens the program and performs a functional search. For non-functional search transactions, a drillback only opens the program and the data must be manually searched.
    Sorting order
    If applicable to your program, select the field by which the data is sorted.
    View
    Select which type of view the chart is displayed.
  6. On the Settings tab, specify this information:
    Max records
    Specify the number of maximum records to display in the chart.
    Sort by
    Select a method for sorting the data. If you are using formatters, it is recommended to leave this field blank.
    Priority
    Specify a number from 1 to 99, where 1 is the highest priority and 99 is the lowest. In case multiple charts are valid, the chart with the highest priority is displayed first. When configuring a new chart, the priority is set to 50 by default.
    Rotate labels
    Select this check box to show the long labels diagonally to prevent overlap.
    Use short names when available
    Select this check box to show a shorter version of the label. For example, January-2023 becomes Jan-2023.
  7. Click Save.