How to Enable Drill-backs to Incorta from Other Applications

[JoeM]

With Incorta, it's possible to embed custom parameterized links within an application to drill-down or drill-back into your data. Take Blackline for example. In Blackline, when doing reconciliation and more detail is needed, instead of going back to the source ERP you can directly access the detail of data you need by doing the following:

1. Add a drill down called “Oracle GL Detail BL Accounts” with the following URL Link. Please replace [Dashboard URL] with the desired dashboard. 
   

   [Dashboard URL]/params?filters=1[{ "field": "BlackLineDM.AccountGroups.Entity_with_plus", "operator": "IN", "values": ["[BL-Seg1]”] },{ "field": "BlackLineDM.AccountGroups.ACCOUNT", "operator": "IN", "values": ["[BL-Seg2]”] },{ "field": "BlackLineDM.Accounts.SEGMENT3", "operator": "IN", "values": ["[BL-Seg3]"]},{ "field": "BL_EBS_GL.Mv_GL_Balances.LEDGER_ID”, "operator": "IN", "values": ["[BL-Seg4]"] },{ "field": "BlackLineDM.AccountGroups.LOB", "operator": "IN", "values": [“[BL-Seg5]"] }]&merge-filters=true
   

2. Replace the parts in red in step 1 to reflect the values in the Incorta production environment. Open the dashboard: Content/Blackline Templates/GL Journal Details in Incorta production and grab the URL and replace the parts in red in step 1with this.
3. Add a drill down called “Oracle GL Detail BL Groups” for Blackline Account groups with the following URL Link:
   

   [Dashboard URL]/params?filters=[{ "field": "BlackLineDM.AccountGroups.Entity_with_plus", "operator": "IN", "values": ["[BL-Seg1]”] },{ "field": "BlackLineDM.AccountGroups.Group_Account_with_plus", "operator": "IN", "values": ["[BL-Seg2]”] },{ "field": "BlackLineDM.Accounts.END_DATE”, "operator": "IN", "values": [“[BL-PeriodEnd]”] }]&merge-filters=true

4. Replace the parts in red in step 4 to reflect the values in the Incorta production environment. Open the dashboard: Content/Blackline Templates/GL Journal Details in Incorta production and grab the URL and replace the parts in red in step 4 with this.