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

Follow these steps:

1. Open Administration, and from Studio, click Portlets.
2. Select the Type as Filter and search for the portlet.
3. Open the filter portlet, and click Fields.
4. Click Add.
5. Complete the requested information. The following fields require explanation:

   Data Type

   Specifies the data type for the field. When you select Lookup or Multi Value Lookup, the fields on the page change to reflect the lookup you select and its data source (static or dynamic).

   Display Type

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

   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.

   Some of the fields that are 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 as the default value in the filter field. If the filter portlet associated with this field is published to a dashboard as the filter default, this value is 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, 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 you execute a filter request. Select the check box to hide the field in the filter.

   Read-Only in Filter

   Specifies that the field displays with a default value that you cannot edit. Select the check box to make the field read-only in the filter.

   Hint

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

   Limits: 512 characters

6. 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.

   For more information, see the Administration Guide.

7. Save your changes.