View Prompt Window

Parameter Groups - You can distinguish each parameter group that exists for a view by the bold name above each group. In this example, there is a group named "RepBroker Type Group" for the RepBroker Type level, and a group named "Product Category Group" for the Product Category level. Each group has its own set of parameters and one parameter per group can be used to filter its respective level in the view.  

Individual Parameters - Parameters in each group have their own radio buttons. Select one to activate that parameter and then specify a value for it (see 3 below). If a default value is associated with a parameter, the value will display in the field next to the parameter. You can leave a parameter set to the default or choose a different value.

Specifying Parameter Values - Select a parameter's radio button then use the control provided to specify values. The View Prompt window will default to the last selected filter selections each time you reopen the window. Running the view from the left panel resets the window to its default values.

  • Drop Down parameters have a drop-down list. A single member can be selected.

  • Member List, User List, and Expression parameters have a filter icon next to them. Click the icon and use the window that opens to specify the member(s), user list, or expression for the parameter value. You will use the Select or Advanced Select Members window for Member List parameters, Select User List Filter window for User List parameters, and Expression window for Expression parameters. Clicking OK in the filtering window returns the specified member(s), user list, named set, or expression to the parameter's field in the View Prompt window.

See also Working with Parameters.

Presentation – This section only displays if you selected the Yes option for the Presentation section's Prompt property. Users can choose to run the view in Viewer (grid) format or as an MS Excel file. If they aren’t any parameters defined for the view and Prompt is set to Yes, then the Presentation section will be the only thing that displays in the View Prompt window.

OK and Cancel -

  • OK - If you specify parameters and click OK, the window closes and the specified parameter values will be applied to filter the view. Filter icons will display next to the filtered levels. You can click OK without specifying any parameters. If none of the parameters are required, the window closes and the view runs without any filtering by parameter. If any of the parameters are required, a prompt will display indicating that you must specify a value for that parameter.

  • Cancel - If you click Cancel, the window closes and the View Definition window displays. You might choose to do this if you decide you want to make edits to the view before running it. Make changes and then access the View Prompt window again to specify parameters and run the view. If the window doesn't open automatically after your editing has been applied to the view, click the Prompt button in the grid toolbar.