Use the following procedures to personalize a filter portlet:
To add a field to filter portlet
The fields page appears.
The properties page for a field appears.
Defines the field name you want to appear in the filter portlet.
Defines a unique alphanumeric identifier for the field.
Defines the purpose of the field and provides any relevant information.
Specifies the data type for the field.
Specifies how the field is to be used by to the user.
Values: Browse, Text Entry, Numeric Range, Pull-Down, Date, or Date Range.
Indicates if the value entered in the field displays as a percent.
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.
Defines the width of the field. If you leave the field blank, the field receives the default, which is 30 pixels. The default for date fields is 20 pixels.
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.
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.
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.
Defines a short message that helps a user use the field.
Limits: 512 characters
Provides a short message that displays when the user moves a cursor over the field.
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
The fields list page appears.
The properties page for a field appears.
Defines the field name you want to appear in the filter portlet.
Defines a unique alphanumeric identifier for the field.
Defines the purpose of the field and provides any relevant information.
Specifies the data type for the field.
Specifies how the field is to be used by to the user.
Values: Browse, Text Entry, Numeric Range, Pull-Down, Date, or Date Range.
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.
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.
Indicates how many items a user can select for the field when the lookup is executed.
(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.
(Static dependent lookup lists only). Defines the end point of the data a user sees listed in the lookup field.
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.
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.
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.
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.
Defines a short message that helps a user use the field.
Limits: 512 characters
Provides a short message that displays when the user moves a cursor over the field.
For more information, see the Administration Guide.
Use this procedure after you have created the filter portlet and its fields to determine the placement of the fields within the filter portlet when it is rendered on a portlet page.
The displayed list order of fields is how the fields appear in the Section view on a portlet page. If the Toolbar view is selected for the filter portlet, the fields display in a different order. The left column is equivalent to the top row and the right column is equivalent to the bottom row on the portlet. The left and right columns represent where the fields display on the portlet page.
To determine the layout fields on a filter portlet
The layout page appears.
You can change the order of the fields in the list boxes by highlighting a field and clicking the up and down arrows to move it in the list.
Indicates how you want the filter portlet to appear on the published page or dashboard. Select Toolbar or Section. If you select Toolbar, the default filter state is fixed as Expanded.
Indicates whether the filter portlet is to display on the dashboard as expanded or collapsed.
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