Selecting Members

To select members to use in forms:

1. From the members list, select members.

2. Optional: Select or enter search criteria.

   1. In the Search box, select options: Member Name, Member Alias, Description, or UDA.

      You can also enter all or part of a member name, alias, description, or UDA. Searches include shared members. To search for an exact match, select Exact and enter the search string. The search is not case-sensitive. You can search for a word, multiple words, or wildcard characters.

   2. Click .

3. Optional: To set how information displays or filter members in the left pane of the Member Selection dialog box for the current session, click one of the following icons above the members list. You can select multiple filters, such as functions and generations.

   • Search Up

   • Search Down

   • Display Properties. Select Member Name, Alias, Member Name: Alias, or Alias: Member Name. Or, select Additional Display Properties, then Description or Count. Selected options are displayed in columns in the left and right panes. To remove columns, clear the selections.

   • Keep only by Functions. Select an option from the drop-down list.

   • Keep only by Attributes. If attributes are defined, select options for Attributes, Operator, and Value, and then click OK. Multiple attributes can be selected.

   • Keep only by levels or generations. Select Level or Generation, select the levels or generations to display, and then click OK.

   • Refresh the display to remove filters.

4. Click (Add) or (Remove) to select or remove members.

   Only members to which you have access are displayed.

   • For runtime prompts only: The displayed hierarchy is for the application and plan type against which the business rule is launched. For runtime prompts, members are displayed that satisfy runtime prompt limits.

   • For business rules or validation rules having Cross Dimension or Member Range runtime prompts only: From the Select Dimension list, select a dimension that the business rule designer set for this runtime prompt.

   • For shared members only: Shared members are displayed in this format: shared_member.parent_member(shared). When they are selected on the right side of the dialog box, only the shared member name is displayed.

5. If variables or attributes are defined, click the Variables tab to select members for user variables, substitution variables, and attributes. Members of each category are displayed as children. Only members to which the user has read access are displayed in forms.

   • User Variables: Select members as described in Selecting User Variables as Members.

   • Substitution Variables: Select members as described in Selecting Substitution Variables as Members.

   • Attributes: Select attributes based on the values described in the following table. Selecting a non-level 0 attribute selects all level 0 descendants and applies the operator to each, as described in Selecting Attribute Values as Members.

     Table 31-5 Attribute Value Selection

     Operator	Attribute Values Included
     Equal	Equal to the selected attribute
     NotEqual	Not equal to the selected attribute
     Greater	Greater than the selected attribute
     GreaterOrEqual	Greater than or equal to the selected attribute
     Less	Less than the selected attribute
     LessOrEqual	Less than or equal to the selected attribute

6. Click OK to save your selecctions.