Building Prompts Using Configuration Tables

Transcription

1 Building Prompts Using Configuration Tables Last Updated: June 2012 Queries with prompts for a field on a configuration table require an additional prompt for SETID. If no SETID prompt is created for these types of configuration prompts, then at runtime when the user clicks on the prompt button, no matching values are found (fig. 1). Figure 1. No Results Message -- Prompt without SETID If no SETID is identified, Core-CT searches for the desired prompt field (e.g. DEPTID) with blank for SETID. Since there are no blank SETIDs, no results are found. This job aid outlines the steps to identify records that require a prompt for SETID and a step-by-step walkthrough of adding the SETID prompt Determining if your query requires a SETID prompt. The sample query uses the CTW_JRNL_TRN reporting table. Set up a prompt for DEPTID.

2 1. Go to EPM Reporting Tools > Query 2. Search for and/or Select the query 3. Create a prompt for the field, DEPTID. 4. From the Edit Type drop down, choose prompt table. 5. Select the desired prompt source table using the looking glass. In this case, CTW_DEPT_FN. 6. Run the query via the run tab. Click on the prompt to view valid DEPTID values. If the No matching values were found message displays, then proceed with step 7. If you do receive a list of valid DEPTIDs no SETID is required. 7. Click on Advanced Lookup Click Here 8. The Look Up DeptID page displays

3 9. If a SETID field is displayed, then a SETID prompt needs to be added to your query. Otherwise, no further action is required. In this example, a SETID prompt is needed. SETID is displayed with a blank value Note: All configuration tables require a prompt for SETID. A configuration table is a setup table used to specify allowable values for specific fields. For a listing of configuration tables, please refer to the Financials and HRMS Reporting Tables Summary documents on the Core-CT web site ( Adding the SETID prompt In Step 5 of the above scenario, the prompt table was identified as

4 CTW_DEPT_FN. The CTW_DEPT_FN table has a primary key of SETID, therefore when DEPTID is defined as a prompt edited value; SETID needs to be specified during the search dialog. SETID must also be included in the selection criteria as a prompted value. Steps to Establish a Configuration Table Prompt Join the prompt table to the Reporting Table 1. Go to EPM Reporting Tools > Query 2. Search for and Select the query 3. Go to the Records tab. Search for CTW_DEPT_FN. Click Join Record 4. The Auto Join Criteria page displays. Click Add Criteria. Click Here Click Here 5. The following message displays: An effective date criteria has been automatically added for this effective dated record. (139,60) Click OK. The Query tab displays. Establish a Prompt for the SETID field 1. Click on next to SETID 2. The Edit Criteria Properties page displays

5 Choose condition type equal to, radio button prompt and hyperlink New Prompt. Set to equal to Set to SETID Set to Prompt The Edit Prompt Properties page displays

6 5. Click Okay. The Edit Criteria Properties page re-displays. Click okay again. Click Here Note: The SETID prompt should be the first prompt on your query.

7 Establish the prompt on the field, DEPTID. 1. Go to the DEPTID field on the reporting table (in this example, the CTW_JRNL_TRN). 2. Click on next to DEPTID 3. The Edit Criteria Properties page displays Click Here Choose condition type, equal to, and radio button prompt. 4. Click New Prompt to create prompt for DEPTID. 5. Click on the Run Tab. This will execute the query. 6. Two prompts are displayed

8 7. SETID for most cases should be set to STATE, unless otherwise determined. To identify accurate values for the desired Record:Field, SETID, select check all fields for the chosen configuration record on the query tab and execute the query; displaying values for all the fields on the table. 8. Now that the SETID is populated you can search for a DEPTID. Click next to the DEPTID prompt. Click Here 5. Multiple DEPTID results are displayed. Note: To narrow your search, type the beginning of the DEPTID you are looking for. 6. Finally, double-click the desired DEPTID. Then Click OK.