You can enter design time prompts for custom defined templates so when users are using the template to design business rules, they are prompted to enter the correct information.
To create design time prompts for a custom defined template:
In the design time prompt table, under Name, enter a name for the design time prompt.
Under Type, click on the arrow, and select the design time prompt type from the dropdown list:
Note:
Different design time prompt types are available for different application types.
Attribute—prompts the user to enter an attribute from the application to which the template belongs. If you select Attribute, do these tasks:
Click User Input to select an attribute for the design time prompt.
Optional: Click Choose Dimension Limits to select limits for the dimensions. See Defining Dimension Limits for Cross Dimension, Dimension, Dimensions, Member, and Member Range Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Boolean—prompts the user to enter Boolean values.
Cross Dimension—prompts the user to enter a range of dimensions from the application to which the template belongs. If you select Cross Dimension, do these tasks:
Optional: Click Dependency to define dependencies. See Defining Dependencies for Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Optional: Click Choose dimension limits to select limits for the dimension. See Defining Dimension Limits for Cross Dimension, Dimension, Dimensions, Member, and Member Range Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Condition—prompts the user to enter a condition. See Using the Condition Builder to Create Conditional Statements (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Dimension—prompts the user to enter a dimension from the application to which the template belongs. If you select Dimension, do these tasks:
Optional: Click Dependency to define dependencies. See Defining Dependencies for Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Optional: Click Choose dimension limits to select limits for the dimension. See Defining Dimension Limits for Cross Dimension, Dimension, Dimensions, Member, and Member Range Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Dimensions—prompts the user to enter dimensions from the application to which the template belongs. If you select Dimensions, do these tasks:
Optional: Click Dependency to define dependencies. See Defining Dependencies for Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Optional: Click Choose dimension limits to select limits for the dimensions. See Defining Dimension Limits for Cross Dimension, Dimension, Dimensions, Member, and Member Range Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Member—prompts the user to enter a member from a selected dimension in the application. If you select Member, do these tasks:
Optional: Click Dependency to define dependencies. See Defining Dependencies for Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Optional: Click Choose dimension limits to select limits for the dimension to which the member belongs. See Defining Dimension Limits for Cross Dimension, Dimension, Dimensions, Member, and Member Range Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Members—prompts the user to enter multiple members from a selected dimension in the application. If you select Members, do these tasks:
Optional: Click Dependency to define dependencies. See Defining Dependencies for Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Optional: Click Choose dimension limits to select limits for the dimension to which the members belong. See Defining Dimension Limits for Cross Dimension, Dimension, Dimensions, Member, and Member Range Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Member range—prompts the user to enter a range of members from a selected dimension in the application. If you select Member Range, do these tasks:
Optional: Click Dependency to define dependencies. See Defining Dependencies for Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Optional: Click Choose dimension limits to select limits for the dimension to which the member range belongs. See Defining Dimension Limits for Cross Dimension, Dimension, Dimensions, Member, and Member Range Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Numeric—prompts the user to enter a number from a selected dimension in the application.
Restricted list—prompts the user to enter a member from a restricted list of members. If you select Restricted List, do this task:
Click User Input to define a restricted list of members. See Defining a Default Value for Cross Dimension, Member Range, and Restricted List Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Separator—prompts the user to enter a separator.
String—prompts the user to enter a text string.
Password—prompts the user to enter a password.
Select Prompt It? if you want the design time prompt to display for users when they use the template.
Select Mandatory if it is mandatory for users to enter information for the design time prompt.
Select Read Only if users should read the prompt only and not enter information for it.
In DTP Text, enter the text of the design time prompt. If the design time prompt is a password, enter the password.
In Default Value, enter or select a default value for the design time prompt.
If the design time prompt is a cross dimension design time prompt, do these tasks:
Click User Input to define the cross dimension selection. See Defining a Default Value for Cross Dimension, Member Range, and Restricted List Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Click Choose DTP as source to select an existing design time prompt. See Selecting Design Time Prompts for a Custom Defined Template (Financial Management, Planning, and Essbase Block Storage Application Users Only).
If the design time prompt is a member range design time prompt, do these tasks:
Click User Input to define the member range for dimensions. See Defining a Default Value for Cross Dimension, Member Range, and Restricted List Design Time Prompts (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Click Choose DTP as source to select an existing design time prompt. See Selecting Design Time Prompts for a Custom Defined Template (Financial Management, Planning, and Essbase Block Storage Application Users Only).
Repeat step 1 through step 8 for each design time prompt you want to create for the template. As the number of design time prompts you create increases, you may need to organize the design time prompts into steps, or add, copy, or reorder the rows in the table.
To reorder a table row, select the row, and use the up arrow or the down arrow to move the row to the correct position in the table.
To insert or delete rows, use the Insert Row and Delete Row icons.
To organize the design time prompts in the table, click Create/Edit Wizard. See Organizing Design Time Prompts with the Template Wizard.
To insert a new row into the design time prompt table, right-click the last row, and select Insert Row.
To delete a row from the design time prompt table, right-click the row, and select Delete Row.
To copy a row in the table, right-click the row, and select Copy.
To copy the entire table, right-click a row, and select Copy Grid.
To paste a copied row or rows, right–click the row beneath which you want the copied row or rows to display, and select Paste.
Note:
If you copy a design time prompt and paste it into the table, it is pasted in the row below the active row (that is, the row below the cursor).