Personalize a Portlet

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You can configure the appearance of data in a list, chart, or filter portlet.
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Configure a List or Grid Portlet
Set List Column Layout
You can set the column layout of portlets that show data in a list or grid.
Follow these steps:
  1. Click the
    Options
    icon that appears on the portlet toolbar.
  2. Open the
    Options
    menu, and click
    Configure
    .
  3. Select the columns in the
    Available Columns
    list and click the arrow to add them to the
    Selected Columns
    list in the
    Column Layout
    section.
    You can use the
    Move Up
    and
    Move Down
    arrows to place the selected columns in the desired order.
  4. Complete the following actions in the
    Column Sorting
    section:
    1. Select the appropriate field in the
      Column
      drop-down list to select the order in which you want to sort the columns.
    2. Click
      Ascending
      or
      Descending
      to sort data within each column.
    Column sorting is not available for hierarchical list pages.
  5. Save your changes.
Set List Options
You can set list options that let you modify the display and appearance of list items.
Follow these steps:
  1. Open the
    Options
    menu that appears on the portlet toolbar, and click
    Configure
    .
  2. Open the
    List Column Section
    menu, and click
    Options
    .
  3. Complete the requested information. The following fields require explanation:
    • Secondary Value Display
      Indicates how the secondary values display in a grid cell.
      Values
      :
      • Mouseover only. Specifies no secondary value display.
      • Mouseover and redline text.
        S
        pecifies the display of a secondary, comparison value when you place the cursor over a cell in a grid. For example, if you have two columns that are named Cost and Baseline Cost, you can display both values in a cell. To display both, select Baseline Cost as the secondary value. The Cost value displays as usual. However, when you move the cursor over a cell in the grid, the Baseline Cost also displays.
      • Show Null Secondary Values. Specifies that the secondary value displays even when there is no number value to show.
    • Filter
      Indicates how the results appear initially on a page.
    • Display Currency Code in Column
      Specifies whether to display the currency code in the column for money attributes.
    • Allow Configuration
      Indicates that users can modify the appearance of a portlet.
    • Allow Label Configuration
      Indicates that users can modify portlet labels.
  4. Save your changes.
Add a Gantt Chart to a List Portlet
A Gantt chart is a virtual field that shows the duration and progress over time. New virtual fields are automatically displayed in the far right column of the list. You can move the field to a different position in the List Column layout.
Follow these steps:
  1. Open the
    Options
    menu that appears on the portlet toolbar, and click
    Configure
    .
  2. Open the
    List Column Section
    menu, and click
    Fields
    .
  3. Click
    New
    .
  4. Select
    Gantt
    , and click
    Next
    .
  5. Complete the requested information in the
    General
    section.
  6. Complete the requested information in the
    Time Scale
    section. The following fields require explanation:
    • Time Scale
      Specifies the time values to show across the top of the Gantt chart.
    • Number of Time Periods
      Defines the number of time periods that display.
    • Time Period Offset
      Defines the number of time periods that you want to shift the beginning of the Gantt bar relative to the Start Date. Enter a Start Date value to use this option.
    • Show Group Row Header
      Indicates whether to print the time scale value used. Select the check box to show the value and select the value to be shown from the drop-down list.
  7. Complete the requested information in the
    Primary Bar
    section. The following fields require explanation:
    • Item Name Attribute
      Specifies the field name for the primary bar of the Gantt chart.
    • Start Date Attribute
      Specifies the date field value to use at the beginning of the Gantt bar.
    • Finish Date Attribute
      Specifies the date field value to use at the end of the Gantt bar.
    • Milestone Attribute
      Specifies the field value to use as a milestone. Select a field from the drop-down list. If the field contains a non-zero value, the Gantt chart displays a diamond.
    • Progress Through Date Attribute
      Specifies the date field value to use to indicate when work is complete. If you select a value, the selected value overrides the
      Progress Percent Attribute
      .
    • Progress Percent Attribute
      Defines the percentage that is used to move the green progress line relative to the length of the taskbar to indicate the completed work. If you select a value for this field, it overrides the
      Progress Through Date Attribute
      selection.
    • Label for Bar
      Specifies the label text to display above each taskbar.
    • Additional Information Attribute
      Specifies the field that is used in the text note when you hover over a taskbar. For example, to display the assigned resources for a task, when the cursor is over a taskbar, complete the following steps:
      • Select Assigned Resources from the Additional Information Attribute field.
      • Select Additional Information in the Show Mouseover field.
    • Show Mouseover
      Indicates the values that appear when a user moves a cursor over the bar. Select the check boxes of the items listed that you want to appear.
  8. Select the dates that you want to show on the primary Gantt bar from the
    Available
    list in the
    Show Dates on Primary Bar
    section. Click the arrow to move the dates to the
    Selected
    list.
  9. (Optional) Select the
    Show Secondary Bar
    check box and complete the fields in the section to display a second bar below the primary bar for comparison purposes.
  10. Save your changes.
Configure the Gantt Chart Display Settings
Gantt charts appear on various pages. The steps to change the display settings are the same from any page with a Gantt chart.
By default, Gantt charts display only one bar, the primary bar. You can change the information that is displayed in that bar (Total Effort, by default). You can also add a secondary bar to display complementary or contrasting data. You can also change the time configurations that display in the chart.
Follow these steps:
  1. Open the
    Options
    menu and click
    Configure
    on a page that contains a Gantt chart.
  2. Open the
    List Column Section
    menu, and click
    Fields
    .
  3. Click the Properties icon next to Column Label (for example, Schedule).
  4. Configure the Gantt chart display settings.
  5. Save your changes.
Modify Time Period Settings for a Gantt Chart
You can change the Gantt chart timescale to zoom in and out of the timeline. For example, if you are viewing the monthly timeline, to zoom in to see daily timeline information, select the Days timescale value from the Calendar drop-down at the top of the Gantt chart.
Follow these steps:
  1. Open the
    Options
    menu and click
    Gantt
    on a page that contains a Gantt chart.
  2. Modify the following fields:
    • Start Date
      Indicates the start date for the column spread.
    • Time Scale
      Specifies the time period by which data displays (for example, days or weeks).
    • Number of Time Periods
      Defines the number of time periods that display.
    • Time Period Offset
      Defines how to shift the beginning of the Gantt bar relative to the start date. Enter a positive or negative number of time periods into the field.
  3. Save your changes.
View and Edit List Portlet Fields
You can view and edit the fields that display in a list portlet. You can identify specific columns to display, and you can change the label and other properties of fields.
Follow these steps:
  1. Open the
    Options
    menu and click
    Gantt
    on a page that contains a Gantt chart.
  2. Open the
    List Column Section
    menu, and click
    Fields
    .
  3. Use the
    Show
    and
    Display
    fields and select columns or a combination of both to control what you see in the list. Select the correct option and click Go.
  4. Click the Properties icon to change the way that a field displays.
  5. Enter a new value in the
    Column Label
    field to change a field label.
  6. Save your changes.
Add an Image to a List Portlet
You can add an image that links to another page. New virtual attributes like an image are automatically displayed in the far right column of the list. You can move the virtual attribute to a different position in the List Column layout.
Follow these steps:
  1. Open the
    Options
    menu that appears on the portlet toolbar, and click
    Configure
    .
  2. Open the
    List Column Section
    menu, and click
    Fields
    .
  3. Click
    New
    .
  4. Select
    Image
    , and click
    Next
    .
  5. Complete the requested information in the
    General
    section. The following fields require explanation:
    • Image
      Specifies the image to use in the grid column.
    • Link
      Specifies a page link that appears as a secondary value that the user can select.
    • Open as Pop-up
      Indicates whether the target page of the image link appears as a pop-up.
  6. Save your changes.
Add a Progress Bar to a List Portlet
A progress bar shows progress over time. New virtual attributes like the progress bar are automatically displayed in the far right column of the list. You can move the virtual attribute to a different position in the List Column layout.
Follow these steps:
  1. Click the
    Options
    icon that appears on the portlet toolbar.
  2. Open the
    Options
    menu, and click
    Configure
    .
  3. Open the
    List Column Section
    menu, and click
    Fields
    .
  4. Click
    New
    .
  5. Select
    Progress Bar
    , and click Next.
  6. Complete the requested information. The following fields require explanation:
    • Current Stage Name
      Specifies the field value to use for each stage in the progress bar. The value displays below the column label.
    • Current Stage Number
      Specifies the field value to use for the current stage in the progress bar.
    • Number of Stages
      Specifies the field value that defines the total number of stages in the progress bar.
    • Show Label
      Indicates whether the name of the current stage is displayed in the progress bar.
  7. Save your changes.
Add a Time Scaled Value to a List Portlet
You can set up a time-scaled value on a list portlet to show a value for a specific period. This value is based on a time-varying attribute for which a user enters values in
Clarity PPM
. As a user you cannot create a time-varying attribute. Only an administrator with the appropriate rights can create a time-varying attribute.
You can display multiple time-scaled values in a list portlet. The data for these attributes displays as stacked on the page, with the information for each time-scaled value appearing in the same virtual column. The data that displays can be in units of money, numbers, or percentages.
New virtual attributes, such as a time-scaled value, are automatically displayed in the far right column of the list. You can move the virtual attribute to a different position in the List Column layout.
Follow these steps:
  1. Click the
    Options
    icon that appears on the portlet toolbar.
  2. Open the
    Options
    menu, and click
    Configure
    .
  3. Open the
    List Column Section
    menu, and click
    Fields
    .
  4. Click
    New
    .
  5. Select
    Time Scaled Value
    , and click
    Next
    .
  6. Complete the requested information in the
    General
    section. The following fields require explanation:
    • Value Attributes: 
      Indicates the time scaled values that display in the virtual column. Select the attributes in the Available list and use the arrows to move the attributes to the Selected list.
    • Secondary Value
      : Specifies a second value for a time-scaled value virtual column that displays as a tooltip when you mouse over the value in the column.
      • Link
        : Specifies a page link that appears as a secondary value that the user can select.
      • Open as Pop-up
        : Indicates whether the target page of the image link appears as a pop-up.
      • Show Legend Column
        : Indicates whether the field label appears next to the time-scaled value in the virtual column. Select the check box to display the field label.
      • Show Column Label
        : Indicates whether the column label appears at the top of the column list.
  7. Complete the fields in the
    Time Scale
    section.
    • Start Date
      Indicates the start date for the time period for the virtual-scaled value.
      The Other Date option appears only if you select a start date for a time-scaled value for a subobject. This field lets you select a field from the master object on which to base the start date. This option only appears when a subobject has time-scaled value attributes.
    • Time Scale
      Specifies the length of time the time-scaled value covers.
      Values
      :
      • Specific Time Scale. Specifies the period (length of time) for the time-scaled value.
      • Other Time Scale. This option appears only if you select a time scale for a time-scaled value. Select a field from the master object on which to base the time scale.
    • Number of Time Periods
      Defines the number of time periods to be reported in the virtual column.
    • Time Period Offset
      Defines the number of time periods that you want to shift the beginning of the time-scaled value relative to the Start Date. Enter a Start Date value to use this option.
    • Show Group Row Header
      Specifies a timescale to be displayed above the virtual column. Select the check box to display a timescale and select the period type.
  8. Complete the following field in the Display section:
    Decimal Places
    Defines the number of decimal places to return for the attribute. To specify the attribute as an integer, enter a zero (0).
  9. Save your changes.
Edit a Time Scaled Value
You can edit a time scaled value using the Options menu on the portlet toolbar:
Configure
When you edit a time scaled value using this option, the setting applies to all the sessions only for that user, subject to any partitioning of the object views.
Follow these steps:
  1. Open Home, and from Resource Management, click Resources.
  2. Click the name of a resource.
  3. Click Allocations, Detail.
  4. Open the Options menu that appears on the portlet toolbar, and click Configure.
  5. Open the List Column Section menu, and click Fields.
  6. Click the Properties icon of the Time Scaled Value and edit the values.
  7. Save the changes.
Time-scaled Value
When you edit a time scaled value using this option, the setting applies to that user and only for that session, subject to any partitioning of the object views. This setting supersedes the values set using the previous method.
Follow these steps:
  1. Open Home, and from Resource Management, click Resources.
  2. Click the name of a resource.
  3. Click Allocations, Detail.
  4. Open the Options menu that appears on the portlet toolbar, and click Time-scaled Value.
  5. Edit the values and save the changes.
Add an Aggregation Row for a Number Field to a List Portlet
An aggregation row shows statistical data for money or number fields that display in the aggregation row. You can select from a number of mathematical functions to apply to the individual fields you select for the row. You can select maximum, minimum, average, sum, count, standard deviation, and variance.
Follow these steps:
  1. Click the
    Options
    icon that appears on the portlet toolbar.
  2. Open the
    Options
    menu, and click
    Configure
    .
  3. Open the
    List Column Section
    menu, and click
    Aggregation
    .
  4. Click
    Add
    .
  5. Complete the requested information:
    • Label
      Defines the name for the aggregation row.
    • Show
      Determines whether the name of the aggregation row is displayed.
    • Attribute
      Specifies the field value that is used for the aggregation. All fields that you have selected for the grid portlet are present for selection. You are not required to include all attributes in the aggregation row.
    • Function
      Specifies the aggregation function that is used to calculate values for a selected field (cell) in the row.
  6. Save your changes.
Display an Aggregation Field as a Bar or Column Graph
You can display a field in an aggregation row as a number, bar graph, or a column graph. By default, the field displays as a number when it is first added to the aggregation row. The following procedure describes how to display an aggregation field as a bar or column graph.
This procedure assumes that the aggregation row with number fields has been created.
Follow these steps:
  1. Click the
    Options
    icon that appears on the portlet toolbar.
  2. Open the
    Options
    menu, and click
    Configure
    .
  3. Open the
    List Column Section
    menu, and click
    Aggregation
    .
  4. Click the word in the Display row that appears below the column that you want to change.
  5. Select the display type, and click Save and Return.
    If you select bar or column graph, these words appear at the bottom of the column in the Display row.
  6. Click Bar Graph or Column Graph in the Display Row to complete the additional fields for the setup for a bar or column graph.
  7. Complete the requested information in the
    Primary Column
    section. The following fields require explanation:
    • Maximum Length
      Defines the maximum length for a column or bar graph in pixels.
    • Length Scaling
      Specifies the basis for scaling if the graph is scaled.
    • Threshold Line Attribute
      Specifies the field that is used to calculate a threshold for the graph.
    • Threshold Aggregation Function
      Specifies the mathematical function that is used to calculate a threshold for the graph.
    • Over-threshold Color
      Specifies the graph color that indicates when the threshold has been exceeded.
  8. Complete the requested information in the
    Stacked Column
    section to stack a second aggregation field value in the column of the list portlet.
    • Stacked Attribute
      Specifies the second field value to be displayed as a bar or column graph in a column.
  9. Save your changes.
Configure a Chart Portlet
You can use chart portlets to organize and visually represent complex information. You can use charts to:
  • Mouse over data points to view additional information about dimension values and metrics.
  • Drill down to view details about a data point on a chart.
  • Slice a pie or a funnel chart to call out information.
  • Assign colors and change X and Y-axis labels.
You can display charts on any portlet page, such as the Overview page or dashboards. You can add charts by personalizing pages or your administrator can add charts using Studio. For more information, see
CA PPM Studio Development
.
Configure the Display Options for a Chart Portlet
You can determine the appearance of any chart. This procedure assumes that the basic chart has been created and the chart data has been selected.
Follow these steps:
  1. Perform one of the following steps depending on your access rights and goals:
    1. Open
      Administration
      , and from
      Studio
      , click
      Portlets
      . Open a portlet.
    2. In the title bar for a portlet, click
      Options
      , and select
      Configure
      .
  2. To change the size of the chart portlet from extra small to large, click the 
    General
     tab and adjust the
    Base Size
    field.
  3. Click the
    Chart Section
    menu and select 
    Options
    .
  4. Complete any of following fields. The available fields vary depending on the chart type.
    • Allow Configuration
      Indicates that users can modify the appearance of a portlet.
    • Allow Label Configuration
      Indicates that users can modify portlet labels.
    • Angle of First Slice
      Defines the position of the first dividing line. Use with Pie and Funnel charts.
      Values:
      0 to 360 degrees
      Default:
      0
    • Axis Label
      Displays the metric name along the X-axis, Y-axis, or both axes. Use this option with:
      • Bar. X-axis, Y-axis.
      • Column. X-axis, Y-axis.
      • Line. X-axis, Y-axis.
      • Bubble and Scatter. X-axis.
    • Crosses Opposite Axis At
      Defines the intersection point of the axis. Use with bubble and scatter charts.
    • Category Labels
      Specifies the labels that appear along the category axis for the X-axis of column and line graphs and the Y-axis of bar graphs. For example, consider a column graph that shows five months of data with three metrics (shown as red, green, and blue bars). The months are the categories, and this field determines the label that appears on each one.
    • Datapoint Labels
      Specifies the data name that appears next to the value on the chart. Use this option with all data types.
    • Decimal Places
      Defines the number of decimal places to display for numbers. Use this option with:
      • Bar. X-axis.
      • Column. Y-axis.
      • Line. Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Display Units
      Specifies how values are rounded up. Select a value for rounding from the drop-down list. Use this option with:
      • Bar. X-axis.
      • Column. Y-axis.
      • Line. Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Filter
      Indicates how the results appear initially on a page.
    • Link
      Specifies a page link that appears as a secondary value that the user can select.
    • Major Unit Increment
      Defines the interval of major ticks on the axis. Use this option with:
      • Bar. X-axis.
      • Column. Y-axis.
      • Line. Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Maximum Value
      Defines the greatest value to display on the axis. Use this option with:
      • Bar. X-axis.
      • Column. Y-axis.
      • Line. Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Mouseover Labels
      Specifies the data values to show when a user moves the cursor over a chart value. Use with all chart types.
    • Other Category Threshold
      Defines the data point at which all records for a specified value are grouped into a category named Other. Use this option if too many items appear on the chart. Use this option with the following chart types:
      • Bar
      • Column
      • Line
      • Pie and Funnel
    • Show Axis
      Indicates whether the Axis line displays. Use this option with:
      • Bar. X-axis, Y-axis.
      • Column. X-axis, Y-axis.
      • Line. X-axis, Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Show Legend
      Specifies whether to display a legend for the chart. Use with bar, column, line, bubble, and scatter chart types.
      Default:
      Selected
    • Show Line Markers
      Indicates data points on the chart; otherwise, only a line displays. Available for line charts. Select the check box to show line markers.
    • Show Lines
      Indicates that lines are to connect the data points. Available for line charts.
    • Show Major Grid Lines
      Indicates whether major grid lines display on the chart. Use this option with:
      • Bar. X-axis, Y-axis.
      • Column. X-axis, Y-axis.
      • Line. X-axis, Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Show Separator
      Specifies that a comma separates values greater than 999 (for example, 1,000). Use this option with:
      • Bar. X-axis.
      • Column. Y-axis.
      • Line. Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Show Tick Labels
      Indicates whether tick labels display on the chart. Use this option with:
      • Bar. X-axis, Y-axis.
      • Column. X-axis, Y-axis.
      • Line. X-axis, Y-axis.
      • Bubble and Scatter. X-axis, Y-axis.
    • Show Title
      Indicates that the portlet name displays. Available for all chart types.
    • Sort Column
      Indicates that a column is the default sort item. This option is available for column and line charts.
    • Sub-type
      Indicates the metrics that display as separate bars rather than a single merged bar. Select the sub-type that is desired. This option is available for bar and column charts.
    • Tick Label Angle
      Sets the angle of a label that is used with tick marks. Use this option with:
      • Bar. X-axis.
      • Column. X-axis.
      • Line. X-axis.
      • Bubble and Scatter. X-axis.
  5. (Optional) Select
    Guides
    in the
    Options
    field and click
    New
    to configure a line chart. Complete the following fields and save your changes:
    • Axis
      Specifies the axis for which guides are being set.
    • Label
      Defines the name for the axis.
    • Show Label
      Determines whether the name of the axis displays.
    • Type
      Identifies the source of the information that displays on the guide. Select the appropriate option. If you are selecting a type for an X-axis, you can only select an attribute. If you are selecting a Y-axis type, select the fixed value or the percent value and enter the amount.
      Default:
      Attribute
    • Color
      Specifies the color for the guide.
      Default:
      Black
  6. Save your changes.
Determine the Chart Portlet Source Data
You can determine which data displays on a chart.
Follow these steps:
  1. Open
    Administration
    , and from
    Studio
    , click
    Portlets
    .
  2. Select the
    Type
    as
    Filter
    to search for the portlet.
  3. Open the filter portlet, and from the
    Chart Section
    menu, click
    Source Data
    .
  4. Select the metrics that you want to include in the chart.
  5. Save your changes.
Configure for Consistent Chart Colors
If your administrator selects the
Use Consistent Chart Colors
option at the system level, you can configure a chart portlet to:
  • Use consistent colors
  • Use a consistent color key when assigning colors to a chart portlet. If you select a key, the color palette (out-of-the-box or custom) assigns colors that are based on the key.
The color consistency feature does not apply to heat map and tree map charts.
Follow these steps:
  1. Open a page that contains the chart that you want to modify.
  2. Open the
    Options
    menu and click
    Configure
    .
  3. Complete the requested information. The following fields require explanation:
    • Consistent Color Key
      Specifies the consistent color key. The list of available keys depends on the source data of the specific chart.
    • Use Consistent Colors Select
      Specifies overriding the selection (for this chart only) at the system level.
      Values:
      Yes or No
  4. Save your changes.
Apply or Remove Consistent Chart Colors
The administrator can enable the
Use Consistent Chart Colors
option at the system level. You can switch between applying and not applying consistent colors at the chart level. The ability gives you flexibility when the colors assigned to the chart make it unreadable (for example, more than one data set displays the same color). Toggling between states of color is useful when charts with multiple metrics are used and the legend displays only one color.
If consistent colors are currently applied to a chart, you can switch to the Default Colors (inconsistent colors) option. Conversely, if you do not apply consistent colors to a chart, you can switch to the Consistent Colors option in the Options menu.
The changes that you make at the chart portlet level during your session are only available while you are logged in. After you log out, the changes are no longer available. To keep the color changes beyond your session, configure the chart portlet.
Follow these steps:
  1. Open a page containing the chart that you want to modify.
  2. Select
    Consistent Colors
    or
    Default Colors
    from the Options toolbar for the chart portlet.
    The option that is available depends on the current chart setting (Default or Consistent).
Configure a Filter Portlet
A filter portlet coordinates the filtering of data in portlets. You can configure a filter portlet to share filter values at the following levels:
  • Page Level
    Filter values are not shared across pages.
  • Application Level
    Filter values are shared across pages. To implement an application-level filter, add the same filter portlet to each page.
 
Add a Field to a Filter Portlet
You can add a field to a filter portlet.
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 fields can vary depending on the Data Type you select. Not all listed fields appear for each data type.
    Data Type
    Specifies the data type for the field. Once you save, you cannot change the data type.
    Show as Percent
    Indicates if the value entered in the field displays as a percent.
    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 that are mapped to this field.
    Width
    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.
    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. Save your changes.
Add a Lookup or Multi-Valued Lookup Field to a Filter Portlet
You can 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 used (Text Entry or Exact Text).
    • 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 that are 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.
  7. Save your changes.
Arrange Fields on a Filter Portlet
You can determine the placement of the fields within the filter portlet when it is rendered on a portlet page. Use this procedure after you have created the filter portlet and its fields.
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.
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
    Layout
    .
  4. Move the fields to the appropriate list box (Left Column or Right Column) using the arrows in the
    Layout
    section. The order of the fields in the list boxes is the order of appearance in the filter portlet.
    To reorder the fields, highlight the field and click the up and down arrows.
  5. Complete the requested information in the
    Settings
    section. The following fields require explanation:
    • Render As
      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.
    • Default Filter State
      Indicates whether the filter portlet displays on the dashboard as expanded or collapsed.
  6. Save your changes.