Organizing Design Time Prompts with the Template Wizard

You can use the Template Wizard Designer to organize design time prompts for custom-defined templates. The wizard enables you to organize the display of design time prompts in a template: you can decide what design time prompts you display in each step and choose to display or hide a step based on conditions that you define.

The conditions you create can be based on a member or dimension selection that is made in earlier steps in the wizard, or made in an upper FIX statement in the rule where the template is used. For example, you can use the UpperPOV design time prompt to test whether all dense dimensions are part of the Upper level design time prompt. If they are, the step for dense dimension aggregation is not displayed; if they are not, the step for dense dimension aggregation is displayed.

  To organize design time prompts:

  1. Complete step 1 through step 5.

  2. In the design time prompt table, click Create/Edit Wizard.

    Note:

    Before you can organize design time prompts into steps, you must create the design time prompts in the design time prompt grid below the template flow chart.

  3. In the Template Wizard Designer, click Add Step (+) to create a step in the wizard. Do these tasks:

    1. Give the step a name. For example, Step 1.

    2. Select Before or After, then the step number, if you want the step to display before or after a step that already exists.

    3. Enter any comments for the step. For example, you may want to state what design time prompts display in the step.

    4. Click OK.

      The step is displayed in the Step dropdown list in the Template Wizard Designer. As you select different steps from the Step dropdown, you can see which design time prompts display for the step in the Selected DTPs list.

  4. For the step you created, select the design time prompts you want to display in the step from Available DTPs, and use the right arrow to move them to Selected DTPs.

    Tip:

    In Available DTPs, use Shift + click and Ctrl + click to select multiple contiguous, and multiple non-contiguous, design time prompts. In Selected DTPs, use the up and down arrow keys to reorder the design time prompts.

  5. Click the Comments icon to add any comments for the design time prompt.

  6. If you want to create a condition for the design time prompt, perform these tasks:

    1. In the condition grid, under DTP, select a design time prompt. The system design time prompts, Upper POV and Application, display in the DTP dropdown by default. Their default values are:

      • Upper POV: Is Empty and Is Not Empty, which test whether the design time prompt is empty

      • Application: Is Multi-Currency and Is Single Currency, which test whether the application is a multi-currency or a single currency application

    2. In Operator, select = = (equals) or < > (greater than or less than).

    3. In Value, select a value for the design time prompt condition.

    4. Repeat these steps until you define all of the statements in the condition. To add rows, click the plus (+) in last row.

      The first row in the condition is the IF statement; each additional row is an AND statement. For example, the condition you define might read, “If the application is a multi-currency application AND the member range is not empty, then display this step.”

  7. Repeat these steps until you create steps for all of the design time prompts you want to display in the wizard.

    • To add more steps, click Add Step (+).

    • To edit a step, click Edit Step.

    • To delete a step, click Delete Step.

  8. Click OK.