How do we create a custom drillback and use it in workflows?

Meghasyam Gadde

Can some one help me with documentation for creating custom drill back url and display in alerts, task etc 

Caleb Das

There's likely an Infor U course on this but if it's helpful, here are my steps for creating an OS Workflow drillback (I'm assuming the view you need is already set up). This example uses a drillback to QMS300. 

Step 1: Create the Drillback in the Workflow's start step with Add Drillback.

Name: DrillbackDisplayName

Application: Infor.m3

View: Have to find the view for where that drillback goes, cannot be searched, just scroll

 

Logicalid: lid://infor.m3.m3

Accounting Entity: AAA_BBB (Company_Division)

Program: QMS300 (Program Name)

Table: QMSRQH (Table Name)

Type: MFORMS

KeyNames: RHCONO,RHFACI,RHQRID (Comma separated listing of fields in this same drill-back pane)

KeyField1: Mapped Parameter

KeyField2: Mapped Parameter

KeyField3: Mapped Parameter (hardcode if you need to)

Option:

Panel: B (Browse)

CombinedElements: CONO,DIVI 

CombinedElementSeparator: _

Combined: AccountingEntity

Step 2: Once the drillback in created in Start, it should be available in the Content tab of whichever Notification task you're tying it to. Use the arrow to activate it for your step.