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This window is organized
by dimension,
hierarchy, and level.
Dimensions are listed alphabetically, including the single Time dimension
that contains all time hierarchies. To the right of each dimension
are its hierarchies and levels.
Use the white
arrow next to
an object to expand it and see more information. For example,
click a dimension to see its hierarchies or click a level
to see its display columns and Search By settings.
Use the black
arrow next to
an object to collapse it.
Displayed to the right of each hierarchy are
the Select Members settings. Displayed to the right of each level
are the Display Columns and Search By settings. These three settings
are described in the remainder of this table. |
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Dimensions,
Hierarchies, and their Select Members Setting - The Select
Members drop-down lists next to hierarchies control which select
members window will display when users set up member list filters
for levels that belong to the hierarchy.
Basic
- The Select
Members window will display by default. Users can click
Advanced in that window to toggle over to the Advanced Select
Members window.
Advanced
- The Advanced
Select Members window will display by default. Users can
click Select in that window to toggle over to the Select Members
window.
Advanced
Only - Only the Advanced Select Members window will
be available for member list filter purposes.
Custom
- A custom window from your company will display for member
list filter purposes. For this functionality to work, you
must also connect Stratum.Viewer to your custom window by
setting up parameters in and executing the SelectMemberUserExit.js
file, which is a Javascript file included with Stratum.Viewer.
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Levels
and their Default Display Columns and Search By Properties
- Expand a level to see display column and Search By properties.
Display Columns selections influence displays columns that show
when the Select Members, Advanced Select Members, Paste Members,
and Select User List Filter windows are accessed from anywhere
other than a view (for example, when the Select Members window
is accessed from the User List Maintenance window). The Search
By selection controls what searches default to in the Select and
Advanced Select Members windows no matter where the windows are
accessed from – be it from views, the User
List Maintenance window, the Role
Maintenance window, and so forth.
Note: When selection
windows are accessed from within views, the display columns default
to the values and/or attribute relationships showing in the grid.
In
the case of views with parameters where the windows are accessed
from the View Prompt window, display column settings will be influenced
by the parameter’s Display Text property.
Search
By – This property
can be set to either a specific attribute or System Defined.
System Defined:
If you want the Search
By in the Select and Advanced Select Members windows to adjust
dynamically based on the view definition, then select System
Defined from the Search By drop-down list. Searches will default
to the Display Text for the level in a view when the Select
and Advanced Select Members windows are accessed from a view.
When the windows are accessed from outside of a view and System
Defined is selected, searches will default to the first item
(value or attribute relationship) selected for the Display
Column property (the property described above).
Attribute:
If you want searches for the level to always default to a
specific attribute, then select that attribute from the Search
By drop-down list. Setting the Search By property to a specific
attribute overrides all Display Text settings for the level.
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