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Modifying Prompts

For each prompt you create, you can modify its properties by specifying values in the Properties pane. For example, you can

Some properties you set for a prompt may be overridden under some conditions. For example, some properties set for the filter associated with a prompt may override the corresponding prompt property.

Change the Prompt Control Interface

By default, when you create a prompt, Report Studio selects the prompt control interface. You can change the prompt control interface depending on the type of prompt you created. For example, for a value prompt, you can choose a drop-down list, a list box, or a radio button group.

Steps
  1. Click the prompt control.

  2. In the Properties pane, set the Select UI property to the interface.

Specify That a Prompt Requires User Input

You can specify that a prompt requires user input before the report can run.

Steps
  1. Click the prompt control.

  2. In the Properties pane, set the Required property to Yes.

  3. Pause the pointer over the page explorer button  and click a report page.

  4. From the Data menu, click Filters .

  5. Click the filter associated with the prompt.

  6. In the Usage box, click Required.

When you run the report, a star appears next to the prompt indicating that the user must select or type a value.

If you have a cascading prompt and the parent prompt control is required, the child prompt control is disabled. This ensures that users choose at least one value in the parent prompt before they can choose a value in the child prompt. Conversely, if the parent control is optional, then the child control is populated. This gives users the ability to choose values in the child prompt without having to choose a value in the parent prompt.

Allow Users to Select Multiple Values in a Prompt

You can allow users to select more than one value in a prompt. For example, you have a prompt for which users must select a product line. You can modify the prompt so that users can select more than one product line.

If you enable multiple selections, the Auto-Submit property is always set to no.

Steps
  1. Click the prompt control.

  2. In the Properties pane, choose whether to allow users to specify more than one value or a range of values:

  3. Pause the pointer over the page explorer button  and click a report page.

  4. From the Data menu, click Filters .

    If you have more than one query defined in the report, you must first click an object linked to a query.

  5. Double-click the filter associated with the prompt.

  6. Change the operator to one of the following:

Show or Hide Prompt Status

Each prompt you create in a report provides dynamic validation when the report is run. Validity checks are performed to ensure that the data is correct and that required values are supplied. For example, a star appears next to each required prompt. An arrow appears next to a prompt if you must select or type a value. If you type an incorrect value, a dotted line appears. You can choose whether to show the star and arrow for each prompt.

Steps
  1. Click the prompt control.

  2. In the Properties pane, set the Hide Adornments property to Yes to hide the prompt characters or No to show them.

Specify a Default Selection for a Prompt

You can specify a default selection for a prompt so that users do not have to select or type a value when they run the report.

Steps
  1. Click the prompt control.

  2. To define a range of values, in the Properties pane, set the Range property to Yes.

  3. To specify more than one default selection, in the Properties pane, set the Multi-Select property to Yes.

  4. In the Properties pane, double-click the Default Selections property.

  5. Click the add button  and do one of the following:

  6. Repeat step 4 to specify other default selections.

Specify Prompt Values

Provide your own values in a prompt to

For example, you have a prompt in which users choose a country. For the database value United States, you want USA to appear in the prompt.

Tip: The Rolling and Moving Averages interactive sample report includes a value prompt. For more information about The Great Outdoors Company samples, see Sample Reports and Packages.

Steps
  1. Click the prompt control.

  2. In the Properties pane, double-click the Static Choices property.

  3. Click the add button .

  4. In the Use box, type the prompt value to add.

  5. In the Display box, type the value that will appear in the prompt.

  6. Repeat steps 3 to 5 to add other prompt values.

  7. To link a prompt value to a condition , do the following:

Add a Prompt Button

Add prompt buttons so that users can submit selected items, cancel reports, or navigate between pages.

When you are building prompts and prompt pages , you may have to add prompt buttons to submit selections. Some prompt controls, such as the value prompt, can be set to submit selections automatically. Other prompt controls, such as the date prompt, require a prompt button.

Steps
  1. Pause the pointer over the page explorer button  and click the page to which to add a prompt button.

  2. In the Insertable Objects pane, on the Toolbox tab, drag Prompt Button  to the work area.

  3. Click the prompt button and, in the Properties pane, set the Type property to one of the following actions.

    GoalAction

    Cancel the report

    Cancel

    Go to the previous prompt page

    Back

    Go to the next prompt page

    Next

    Run the report

    Finish

    Reprompt the user

    Reprompt

Create a Cascading Prompt

Create a cascading prompt to use values from one prompt to filter values in another prompt. For example, a report contains the columns Product line and Product type. You create prompts for these columns, and you specify that the Product type prompt is a cascading prompt that uses Product line as the source. When users select a product line, they see only the product types related to the selected product line.

Tip: The Employee Training by Year sample report in the GO Data Warehouse (analysis) package includes cascading prompts. For more information about The Great Outdoors Company samples, see Sample Reports and Packages.

Steps
  1. To make the cascading source a required prompt, select it and, in the Properties pane, set the Required property to Yes.

  2. Click the prompt control to use as a cascading prompt.

  3. In the Properties pane, double-click the Cascade Source property.

  4. Click the parameter that represents the cascade source.

  5. If the prompt allows users to select multiple values, add a prompt button to the cascade source to provide the cascading prompt with the appropriate values:

For more information about how to create cascading prompts, see the Report Studio Quick Tour.