Attribute Element List prompt

Attribute Element List Prompts allow a user to choose from a list of attribute elements to be included in a filter or custom group. This is generally the simplest prompt for users to answer, because it offers the fewest number of answers to choose from and does not require the user to create a filtering statement. Create the specific Attributes elements to be displayed in the prompt, by using one of the following methods:

Of the three filter definition prompts for attributes;

To require that a prompt be answered by selecting from the results of a search object, a search object must already be created.

Creating Attribute Element List Prompts

Only users logged in as Administrators or Managers can create prompts.

 

To require analysts to answer a prompt by selecting from the results of a search object, a search object must already be created.

To create a Attribute Element List prompt:

  1. Click the Admin menu and select Prompts. Click Create Prompt icon to view the Create Prompt page, with a list of the prompt types.

  2.  Click Hierarchy Qualification Prompt and use the following information to complete the prompt.

Definition tab

Use the options on the Definition tab to set the elements a user will select from.

To set the element list:

  1. Click Select Attribute to select the attribute elements to display in the prompt and click OK.

  2. In Define elements, choose one of the following options:

List all elements (no restriction): This option displays all of the attribute’s elements to the user when he is answering the prompt.

Use a predefined list of elements: Select this option to create a list of attribute elements from which users can choose. Click Add, select the elements, then click OK. To remove an object, highlight it and click Remove. To remove all items, click Clear.

  1. If desired, click to select the option to Use a filter to reduce the number of elements: This option is useful for attributes with a large number of elements, such as Customer or Employee. You can select a filter that returns a specific set of customers, for example, the top 100 customers this month. Browse to and select the filter.

General tab

Use options on the General tab to restrict the number of prompt answers.

  1. Specify a title and instructions for the prompt in the Title and Instructions fields.

  2. Select Prompt answer is required to require users to answer the prompt before running the report, specify whether the prompt requires an answer.

  3. Set the minimum and maximum number of prompt answers allowed, if desired.

  4. Enter these numbers in the Minimum number of answers and Maximum number of answers fields. You can specify a minimum number even if you do not specify a maximum number.

Determine whether users can save and reuse their prompt answers, and if so, how many prompt answers they can save for the prompt. From the Personal answers allowed drop-down list, select one of the following:

To specify the layout and display style of the prompt:

 

Use the style tab option to create the look and feel of your prompt. Not all options will be available.

  1. Determine the presentation style used to display the prompt to the user by enabling one of the following from the Display style drop-down list:

Radio Button: select an attribute element option by selecting a radio button.

Check Box: specify attribute elements by selecting check boxes.

Pull Down: select an answer from a drop-down list.

List: select prompt answers from a list.

Shopping Cart: add attribute elements to a list of selected attribute elements. This is the default.

Calendar: answer the prompt by selecting a date on a calendar.

Barcode Reader: answer the prompt by scanning or typing a bar code.

Geo Location: filter the attribute element list based on their current geographical location.

  1. Specify other available formatting options depending on the prompt type and display style:

To ensure that the prompt's text fields and options are a fixed size, select the Fixed textbox width and/or Fixed textbox height check boxes, and specify the size of the prompt's text fields and options in the fields.

  1. To determine how prompt options are arranged, from the Orientation drop-down list, select Vertical or Horizontal.

To determine the number of prompt answers displayed in a row or column (depending on alignment), select the Items per column/row check box and type a number in the field.

  1. To determine whether to allow users to use a search box to locate prompt answers, from the Show search box drop-down list select FALSE or TRUE. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt.

  1. If you are using the Shopping Cart display style, you can select the Use folder structure check box to display the prompt choices in a folder structure. This option, available for search objects only, is useful when the same object with the same name is saved in multiple folders.

  2. To save the prompt, select Save As. The Save As dialog box opens.

  3. Specify a name, description, and the location in which to save the prompt and click OK.

    The prompt can be added to a report.

Related Topics

Adding a prompt to a report

Attribute Qualification prompt

Attribute Form Qualification

 

 

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