Setting Up Critical Number Drilldowns - General Tab
- Whether you are defining a drilldown based on an IDO or on a
stored procedure, use the
General tab on the
Drilldowns Setup form to specify this general
information:
- Source Type
- Use the drop-down list to specify whether the source for the crifical number values is a Stored Procedure or an IDO.
- Source Name
- If the source is a stored procedure, specify in this field
the name of the stored procedure. We recommend that you name the stored
procedure the same as the critical number stored procedure with the suffix of
"Dtl." For example, Critical Number SSSWBCanCoShipSp would use
SSSWBCanCoShipDtlSp. If the source is an
IDO, specify in this field the name of the IDO. In addition, to further specify
and define the IDO source material to be used for the drilldown, click the
Source Name button.
This launches the
Drilldowns IDO Setup form.
For more information, see Setting Up the IDO Source for a Drilldown.
- Record Cap
- Use this field to specify the maximum number of records to
return when the DataView query is performed:
- Use System Setting: The system record cap setting determines the maximum number of records that can be returned.
- Use Specified Max: This option allows you to set your own maximum for the number of records to be returned. When selected, this option makes visible and enables the Record Cap Value field.
- Retrieve All: This option instructs the system to retrieve all available records, regardless of any record cap settings elsewhere on the system.
- Record Cap Value
- By default, this field contains the system setting for the record cap. You can change it to whatever value you choose.
- Detail Type
- Specify whether you invoke and launch a Form or an Executable file when the user clicks the Detail button on the Drilldowns form for this drilldown
- Detail Name
- Specify the name of the form or executable file to be launched when the user clicks the Detail button on the Drilldowns form for this drilldown.
- Detail Parameters (Parms)
- Optionally, specify any parameters to be used when invoking a form. Generally, the detail form is filtered by the RowPointer associated with the record in the drilldown, which makes this field unnecessary. However, it is possible to use this field to override the parameters with which the form is called. Example: FILTER(CustNum=FP(CustNum)) SETVARVALUES(InitialCommand=Refresh)
- Use Alert
- Select this option to specify that an alert is to be used in conjunction with the drilldown.
- Alert Operator
- From the drop-down list, specify the operator to used to make the comparison between the alert value and the actual value.
- Alert Value
- Specify a value to compare to the actual value of the property at the time the data is queried.
- Use Goal
- Select this option to specify that a goal is to be used in conjunction with the drilldown.
- Goal Operator
- Specify the operator to use when making the comparison between the goal value and the actual value.
- Goal Value
- Specify a value to compare to the actual value of the property at the time the data is queried.
- Email Drilldown
- Select this field to include drilldown data when e-mails are generated for critical numbers.
- Select another tab or save your changes.
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