Table of Contents

Dynamic Attributes - Quick Reference

A handy reference guide for working with Dynamic Attributes in 3PL Dynamics. Bookmark this page for quick access to common tasks and settings.

🔍 Navigation Quick Access

Task Search Term Page
Create/Edit Attributes "Dynamic Attributes" Dynamic Attribute List
Configure Layouts "Dynamic Attribute Layouts" Dynamic Attribute Layout List
Page Associations "Dynamic Page Layouts" Dynamic Page Layout List
Categories "Attribute Categories" Attribute Category List
Performance Review "Dynamic Attributes" → Statistics Attribute performance data

⚡ Quick Setup Checklist

New Attribute Creation

  • [ ] Choose table number
  • [ ] Enter unique code (20 characters max)
  • [ ] Add clear description
  • [ ] Select appropriate value type
  • [ ] Configure calculation method
  • [ ] Set formatting options
  • [ ] Test with sample data

Layout Configuration

  • [ ] Create or select layout
  • [ ] Add layout lines for attributes
  • [ ] Set display order
  • [ ] Associate with target pages
  • [ ] Verify visibility in UI

📊 Value Types & Use Cases

Type Best For Examples
Text Labels, statuses, formatted codes "Overdue", "ABC123-XYZ", "Ready to Ship"
Decimal Calculations, metrics, money 145.50, 98.5%, $1,234.56
Date Date calculations, aging Due dates, last activity, aging days
Time Time calculations, durations Processing time, elapsed hours
DateTime Timestamps, combined date/time Last updated, scheduled delivery
Boolean Yes/no, true/false conditions Active, Overdue, Available

🎨 Formatting Quick Reference

Decimal Formatting

Format Result Use Case
0:2 123.45 Currency, precise measurements
0:0 123 Whole numbers, counts
2:2 123.45 (always 2 decimals) Fixed format requirements
0:4 123.4567 High precision calculations

Standard Format Options

Option Effect Example
(blank) Default formatting 1,234.56
No Thousand Separator Removes commas 1234.56
Trailing Sign Sign after number 1234.56-
Both No comma + trailing sign 1234.56-

Common Style Names

Style Visual Effect Use Case
Favorable Green text Positive indicators
Unfavorable Red text Negative indicators
Ambiguous Yellow text Warning states
Subordinate Light gray text Less important data
Strong Bold text Emphasis
Attention Bold + color Important alerts

🔧 Function Set Quick Commands

Common Calculation Patterns

// Percentage calculation
(Value1 / Value2) * 100

// Age in days
TODAY - DateField

// Conditional text
IF Condition THEN 'Text1' ELSE 'Text2'

// Concatenation
Field1 + ' - ' + Field2

// Rounding
ROUND(Value, 0.01)

// Maximum/Minimum
MAX(Value1, Value2)
MIN(Value1, Value2)

FlowFilter Examples

// Date range
Date=01/01/2024..31/12/2024

// Multiple values
Status=Open|Pending|Released

// Numeric comparisons
Amount=>1000
Quantity=<100

// Complex filters
Type=Item,Status=Open,Date=..TODAY

⚙️ Performance Settings Guide

Caching Intervals

Scenario Buffer Cache Entry Cache Rationale
Real-time data 30 seconds 2 minutes Frequent updates needed
Standard operations 5 minutes 15 minutes Balance of performance and accuracy
Reporting/Analytics 30 minutes 2 hours Data changes infrequently
Historical data 4 hours 24 hours Minimal changes expected

Performance Monitoring

Threshold Recommended Value Purpose
Slow Calculation 500ms Identify performance issues
Very Slow 2000ms Critical performance alerts
Unacceptable 5000ms Requires immediate attention

🚨 Troubleshooting Quick Fixes

Attribute Not Visible

  1. ✅ Check Blocked field (should be false)
  2. ✅ Verify Table No. matches page table
  3. ✅ Confirm layout includes the attribute
  4. ✅ Check page has layout association
  5. ✅ Verify user permissions

Wrong Values Displayed

  1. ✅ Check Value Type matches data
  2. ✅ Verify Field No. is correct
  3. ✅ Test function set independently
  4. ✅ Review FlowFilter Values syntax
  5. ✅ Clear cache and recalculate

Slow Performance

  1. ✅ Check Performance Statistics
  2. ✅ Increase Caching Intervals
  3. ✅ Simplify function set logic
  4. ✅ Review FlowField complexity
  5. ✅ Consider database indexing

Formatting Issues

  1. ✅ Check Decimals setting
  2. ✅ Verify Standard Format option
  3. ✅ Review Value Type selection
  4. ✅ Test Style Function Set
  5. ✅ Check regional settings

📱 Mobile & Touch Interface

Mobile-Friendly Settings

Setting Recommendation Reason
Description Keep under 30 characters Limited screen space
Decimals Use 0:1 or 0:2 Easier to read on small screens
Value Type Prefer Text for complex data Better mobile formatting
Layout Order Most important first Limited vertical space

🔐 Security Considerations

Permission Requirements

Action Required Permission Notes
View Attributes Read on source table Basic data access
Create Attributes Modify Dynamic Attributes Administrative task
Modify Layouts Modify layouts and page config UI customization
Function Sets Execute function sets Custom logic access

Data Exposure Checklist

  • [ ] Review calculated values for sensitive data
  • [ ] Check function set logic for data leaks
  • [ ] Verify user access to source tables
  • [ ] Consider field-level security
  • [ ] Test with different user roles

📋 Maintenance Schedule

Daily

  • Monitor slow calculations alerts
  • Check critical attribute performance

Weekly

  • Review performance statistics
  • Validate key business calculations
  • Check user feedback on new attributes

Monthly

  • Clean up unused attributes
  • Optimize slow-performing attributes
  • Review and update layouts
  • Archive old performance data

Quarterly

  • Comprehensive performance review
  • User training on new features
  • Documentation updates
  • System optimization planning

🎯 Common Business Scenarios

Warehouse Management

Code: PICK_EFFICIENCY
Description: Pick Efficiency %
Calculation: (Actual Pick Time / Standard Pick Time) * 100
Style: Green >95%, Yellow 80-95%, Red <80%

Customer Service

Code: RESPONSE_TIME
Description: Response Time (Hours)
Calculation: (Current DateTime - Request DateTime) in hours
Alert: Red if >24 hours

Financial

Code: PAYMENT_STATUS
Description: Payment Status
Calculation: Based on due date and payment status
Values: "Current", "Overdue", "Critical"

Inventory

Code: STOCK_LEVEL
Description: Stock Level Indicator
Calculation: Current Stock vs. Reorder Point
Values: "OK", "Low", "Critical", "Overstock"

🔗 Integration Points

Common Table Numbers

Table Number Common Use Cases
Item 27 Inventory calculations, pricing
Customer 18 Account status, aging
Vendor 23 Payment status, performance
Sales Header 36 Order status, totals
Sales Line 37 Line calculations, availability
Purchase Header 38 Approval status, totals
Location 14 Capacity, utilization

Useful Field Numbers

Field Table Number Description
Unit Cost Item 22 Item cost
Unit Price Item 18 Item selling price
Balance Customer 59 Customer balance
Name Customer 2 Customer name
Quantity Sales Line 15 Line quantity

💡 Pro Tips

Performance Optimization

  • Use field-based attributes when possible (faster than function sets)
  • Cache frequently calculated values with appropriate intervals
  • Monitor and optimize slow calculations regularly
  • Consider pre-calculation for complex scenarios

User Experience

  • Use clear, business-friendly descriptions
  • Apply consistent formatting across related attributes
  • Use visual indicators (colors) to highlight important information
  • Group related attributes using categories

Maintenance

  • Document business logic for each attribute
  • Regular cleanup of unused attributes
  • Monitor user adoption and gather feedback
  • Keep layouts organized and up-to-date

Keep this reference handy for quick answers to common Dynamic Attributes questions. For detailed explanations, refer to the main documentation and technical reference guides.