Configuring Lists, Charts, and Filters › How to Configure a Filter Portlet › Add a Lookup or Multi-valued Lookup Field to a Filter Portlet

Add a Lookup or Multi-valued Lookup Field to a Filter Portlet

Use the following procedures to add a lookup or multi-valued lookup field to a filter portlet. Lookup fields display a drop-down or browse list from which users can select items.

To add a lookup or multi-valued lookup field to a filter portlet

1. With the filter portlet open, click Fields.

   The fields list page appears.

2. Click Add.

   The properties page for a field appears.

3. Complete the following fields:

   Field Name

   Defines the field name you want to appear in the filter portlet.

   Field ID

   Defines a unique alphanumeric identifier for the field.

   Description

   Defines the purpose of the field and provides any relevant information.

   Data Type

   Specifies the data type for the field.

   Display Type

   Specifies how the field is to be used by to the user.

   Values: Browse, Text Entry, Numeric Range, Pull-Down, Date, or Date Range.

   Lookup

   Specifies a list of lookup values that appears in the field for the user to select. The user views the list according to the display type selected.

4. Click Save.

   The fields on the page change to reflect the lookup you select and its data source (static or dynamic). Some of the fields listed in this section may not show on your page.

   Lookup Style

   Indicates how many items a user can select for the field when the lookup is executed.

   Entry

   (Static dependent lookup lists only). Defines the starting point for the data a user sees listed in the lookup field. Select a level in the Level field or select a parent lookup value.

   Exit

   (Static dependent lookup lists only). Defines the end point of the data a user sees listed in the lookup field.

   Filter Default

   Specifies the value that appears in the filter field as the default value. If the filter portlet associated with this field is published to a dashboard as the filter default, this value will be applied to the portlet attributes mapped to this field.

   Required in Filter

   Specifies that a value is required in the field when a filter request is executed. If you select this check box, you must enter a value in the Filter Default field.

   Hidden in Filter

   Specifies that the field does not display in the filter at runtime, but the default value of the field is included when a filter request is executed. Select the check box to hide the field in the filter. If you select this field, you must provide a value in the Default Filter field.

   Read-Only in Filter

   Specifies that the field displays with a default value that cannot be edited by a user. Select the check box to make the field read-only in the filter. If you select this field, you must provide a value in the Default Filter field.

   Hint

   Defines a short message that helps a user use the field.

   Limits: 512 characters

   Tooltip

   Provides a short message that displays when the user moves a cursor over the field.

5. If you selected a parameterized lookup in the Lookup field, complete the mappings in the Lookup Parameter Mappings section. This section is visible only for parameterized lookups.

   See the Administration Guide for more information.

6. Click Save and Continue.

More information:

How to Configure a Filter Portlet

Add a Field to a Filter Portlet

Lay Out Fields on a Filter Portlet