Table of Contents

Dynamic Information quick reference

This reference guide provides quick access to common tasks and settings for working with Dynamic Information in 3PL Dynamics.

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 and 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

  1. Check Blocked field (should be false).
  2. Verify Table No. matches page table.
  3. Confirm layout includes the information field.
  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.
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