A handy reference guide for working with Dynamic Information in 3PL Dynamics. Bookmark this page for quick access to common tasks and settings.
🔍 Navigation Quick Access
Task
Search Term
Page
Create/Edit Information
"Dynamic Information"
Dynamic Information List
Configure Layouts
"Dynamic Information Layouts"
Dynamic Information Layout List
Page Associations
"Dynamic Page Layouts"
Dynamic Page Layout List
Categories
"Information Categories"
Information Category List
Performance Review
"Dynamic Information" → Statistics
Information performance data
⚡ Quick Setup Checklist
New Information Field 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 information fields
[ ] 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
Information Field Not Visible
✅ Check Blocked field (should be false)
✅ Verify Table No. matches page table
✅ Confirm layout includes the information field
✅ Check page has layout association
✅ Verify user permissions
Wrong Values Displayed
✅ Check Value Type matches data
✅ Verify Field No. is correct
✅ Test function set independently
✅ Review FlowFilter Values syntax
✅ Clear cache and recalculate
Slow Performance
✅ Check Performance Statistics
✅ Increase Caching Intervals
✅ Simplify function set logic
✅ Review FlowField complexity
✅ Consider database indexing
Formatting Issues
✅ Check Decimals setting
✅ Verify Standard Format option
✅ Review Value Type selection
✅ Test Style Function Set
✅ 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 Information
Read on source table
Basic data access
Create Information
Modify Dynamic Information
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 information field performance
Weekly
Review performance statistics
Validate key business calculations
Check user feedback on new information fields
Monthly
Clean up unused information fields
Optimize slow-performing information fields
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 Information questions. For detailed explanations, refer to the main documentation and technical reference guides.