Attribute Qualification Prompt

Use the Attribute Qualification Prompt setup to determine a single attribute from which each user who executes the report can select elements to define the report filter, allow users to select an attribute from a set of attributes, and then select elements from the chosen attribute.

 

Of the three filter definition prompts for attributes;

Creating Attribute Qualification 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 Qualification 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 Attribute Qualification Prompt and use the following information to complete the prompt.

Definition tab

  1. Choose an attribute: To specify the attribute a user can select elements from, browse to and select the attribute.

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

  3. Use the result of a search object: Select this option to browse to and select a previously created search object or specify the name of the search object. A search object searches for and displays specific project objects when the user executes the report. This prompts the user with the most up-to-date objects in the project. Use this option to present the user with a list of attributes.

  4. The prompt displays the related attribute elements for users to select their filter criteria from. The attribute’s forms can also be displayed.

  5. From the Displayed forms drop-down list, select one of the following options:

General tab

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

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

    3. Set the maximum and minimum number of prompt answers allowed, if desired. Enter these numbers in the Minimum number of answers and Maximum number of answers fields. A minimum number may be specific without requiring a maximum number.

    4. 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:

      • None: Users cannot save and reuse prompt answers.

      • Single: Users can save and reuse only one prompt answer.

      • Multiple:Users can save and reuse multiple prompt answers.

Style tab

    1. From the Display style drop-down list, specify a presentation style, such as Textbox, for the prompt. This is how the prompt is displayed to the user.

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

    3. 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), enter a number in the Items per column/row field.

    4. 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.

    5. If the display style is Shopping Cart, 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.

      • To allow users to navigate above the root folder when searching, select the Allow navigation above search root check box.

Qualification tab

    1. Determine the types of qualification expressions allowed in the prompt by selecting an option from the Expression type allowed drop-down list.

    2. Determine the default condition (for example, Select or Qualify) that is displayed in the prompt by selecting an option from the Default expression type drop-down list.

    3. Determine the default condition operator (for example, Greater than or Less than) that is displayed in the prompt by selecting an option from the Default condition operator drop-down list.

    4. Determine how many elements are listed in each prompt answer list in the Maximum number of elements per list field.

    5. To allow users to import a list of attribute elements from which they can choose, select the Allow element import check box.

    6. To allow users to browse the elements in attribute qualification, select Allow element browsing in attribute qualification check box.

    7. Determine the default logical operator that is used between conditions by selecting an option from the Default operator between conditions drop-down list.

To allow users to modify expressions, select the Allow modification of the logical operator check box.

To save the prompt:

    1. Click Save As. The Save As dialog box opens.

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

The new prompt can be added to a report.

Related Topics

Adding a prompt to a report

 

 

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