Version 2021

Properties and Formatting Dialog Box: General

If you arrived here from Workstation, see the Workstation Document Authoring Help.

You can change the following properties for a control using the General options in the Properties and Formatting dialog box. See the options below:

  • General

    • Name: Identifies the control. You cannot change the name of sections.
    • Type: Cannot be changed; it is automatically set when the control is created.
    • Display Text: The text to display on the button of an action condition selector. This option is only available for action condition selectors.
    • Tooltip: Type the text that you want to display when a user hovers the cursor over the control.
    • Visible: Determines whether the control is visible when a user views the document. This checkbox is selected by default.

      • Visible in Web View Mode: Determines whether the document section is visible when a user views the document in MicroStrategy Web. If this checkbox is cleared, the document section is displayed in PDF. For example, you can use this setting to display page numbers in PDFs but not when the document is displayed in Web, where page numbers are not helpful. Available only for the Document Header/Footer, Layout Header/Footer, and Page Header/Footer sections.
    • Dock to top of screen (Mobile only): Determines whether to dock the page header to the top of the screen. When the document is displayed on a mobile device, the docked page header is always displayed at the top of the screen, remaining in place as the user scrolls up or down in the document. This option is available for page headers.
    • Dock to bottom of screen (Mobile only): Determines whether to dock the page footer to the bottom of the screen. When the document is displayed on a mobile device, the docked page footer is always displayed at the bottom of the screen, remaining in place as the user scrolls up or down in the document. This option is available for page footers.
  • Navigation: The following options are available for text fields and images.

    • Is hyperlink checkbox: Specifies whether the control is a hyperlink to the location specified in the Hyperlink property.

      Hyperlink: Available only when the Is hyperlink checkbox is selected. This is the destination of the hyperlink.

    • Open in new window: Available only when the Is hyperlink checkbox is selected. This specifies whether the hyperlink opens in the same window as the current document or in a new window. By default, it opens in a new window.
  • Information Windows: The following option is available for text fields, images, and buttons.

    • Panel Stack: Determines the panel stack that is displayed as an Information Window when a user clicks the object in Presentation Mode, or taps the object on an iPhone, iPad, or Android device. You can use an Information Window to provide additional information about the selected object.
  • Portal Window: The following options are available for Grid/Graphs.

    • Show Title Bar: Determines whether the title bar of the control is displayed when a user views the document.
    • Title: By default, the name of the dataset is displayed in the title bar. To display a different title, type the new text in the field.
    • Display State: To change the initial display height and width of the Grid/Graph, select one of the following options from the drop-down list:

      • Normal (default): The grid or graph report is displayed with the title bar, and can be moved or resized.
      • Minimized: Only the title bar is initially displayed. A user can move the grid report or graph report but cannot resize it.
      • Maximized: The size of the grid report or graph report is initially displayed at the size of the document section in which it is located. A user can move the grid report or graph report, but cannot resize it.
    • Show export options on title bar: Determine whether to display options for exporting the Grid/Graph on the Grid/Graph's title bar.

      • Automatic (default): Select this option to allow MicroStrategy to determine whether to show exporting options in the Grid/Graph's title bar.
      • Yes: Select this option to display exporting options in the title bar.
      • No: Select this option to display the title bar without exporting options.
  • Mobile: The following option is available for text fields.

    • Set application badge to value of this field: Determine whether the value of the text field is used to update the numeric badge displayed next to the MicroStrategy Mobile application icon on a user's mobile device each time the document is run.
  • Copy (iOS only): The following options are available for text fields. If copying is enabled, a user can copy the data from the text field, when the document is displayed on an iPhone or iPad.

    • Disable copy for this text
    • Enable copy for this text
    • Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog.
  • Selector: The following options are available for selectors.

    • Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. This checkbox is cleared by default.
    • Title: Specify the name displayed in the title bar by typing it in the Title field
    • Show Element Count: Determines whether the number of selector items (the elements) is displayed in the title bar of the selector. (Available for selector display styles other than Search Box and Slider.)
  • Panel Stack: The following options are available for Mobile transaction tables and for panel stacks, including filter panels.

    For Mobile transaction tables, this section is labeled Display Mode.

    • Show Title Bar: Determines whether the title bar of the control is displayed when a user views the document. This checkbox is selected by default.
    • Allow current panel to be changed without selector: Determines whether to allow users to change the current panel displayed in a panel stack. This checkbox is selected by default. This option is not available for transaction tables.

      • In Web, select this checkbox to display the Previous and Next icons in the panel stack's title bar, to allow users to select and display different panels without using a selector.
      • In a document displayed on an iPad with MicroStrategy Mobile, select this option to allow users to switch between panels in a panel stack using a horizontal swipe gesture.
    • Use as Information Window: Determines whether the panel stack is shown as an Information Window when displayed on an iPhone, iPad, or Android device, or in Presentation Mode in MicroStrategy Web. You can use Information Windows to provide additional information about:

      • A text field
      • An image
      • An item in a selector
      • A button
      • An attribute in a grid or graph

      For a transaction table, this setting determines whether the transaction table is displayed at all times in the document, or if it pops up as an Information Window when a user taps an object.

      The Use as Information Window setting is automatically selected when you select the panel stack for use as an Information Window when defining a text field, image, or button.

    • Placement: Determines the location of the Information Window in MicroStrategy Web, and, if the Window mode is set to Appear, on an iPad with MicroStrategy Mobile. Your options are:

      • Automatic: MicroStrategy displays the Information Window in the best position available to optimize the display of your dossier.
      • Fixed: The Information Window is displayed at the position of the panel stack.
      • Above: The Information Window is displayed above the selected object (for example, the item in the selector or the attribute in the grid)
      • Below: The Information Window is displayed below the selected object.
      • Left: The Information Window is displayed to the left of the selected object.
      • Right: The Information Window is displayed to the right of the selected object.
    • Window mode: Specifies how to open the Information Window on an iPad with MicroStrategy Mobile. The options are:

      • Appear: The Information Window pops up (default).
      • Flip Up: The Information Window flips open, like a card turning over.
      • Scale Up: The Information Window gradually increases in size.
      • Slide: The Information Window slides into view from an edge of the screen.
    • Position: Specifies which edge to slide the Information Window from, if Slide is selected as the Window Mode. Applies to iPads with MicroStrategy Mobile.
    • Dismiss only when 'Close' button is tapped: Determines how users close the Information Window on an iPad with MicroStrategy Mobile. Does not apply to transaction tables.

      • If the checkbox is cleared (default), a user taps outside of the Information Window to close it.
      • If the checkbox is selected, a user taps the Close button to close the Information Window.
    • Dismiss in partial screen per panel stack size on mobile phone: By default, Information Windows on an iPhone fill the screen when they display. To scale the Information Window so it is the same size on the iPhone as it is in Web, select this option. Information Windows on an iPad automatically scale so they are the same size as in Web. (Cleared by default.)

      If you selected Slide as the Window Mode, you can specify how much of the Information Window initially displays. Users can then drag the Information Window on their iPhone screen to view the rest of the Information Window. Do one of the following:

      • If you selected Right or Left as the Information Window's position, specify how much of the Information Window's left or right side displays, respectively. Type the value, in inches, in the Initial sliding in width field. To display the full Information Window, type 0 (default).
      • If you selected Above or Below as the Information Window's position, specify how much of the Information Window's bottom or top side displays, respectively. Type the value, in inches, in the Initial sliding in height field. To display the full Information Window, type 0 (default).
    • Show as collapsible panel (Mobile only): Determines whether each filter in the filter panel is collapsible, similar to the Filter panel in dossiers. Users can expand or collapse individual filters to optimize the use of space in the Filter panel.
    • Reset to first panel when targeted: Determines whether the panel stack resets to the first panel when an attribute selector that targets the panel stack is changed. Resetting the panel stack helps reduce the number of taps for users. Applies to an iPad with MicroStrategy Mobile, or a panel stack used as an Information Window in Presentation Mode. Does not apply to transaction tables. The panel stack must be targeted by an attribute or metric selector.
    • Automatically apply selector changes: (Available for filter panels) Determines whether users have to click Apply to see the changes that they made to the selectors on the filter panel, or the changes are made automatically. If changes are not made automatically, an Apply button is displayed on the filter panel. When a change is made to a selector on the filter panel, the Apply button is enabled. By default, this checkbox is selected, so selector changes are automatically applied.

    This property applies to filter panels in Presentation Mode; the Automatically apply selector changes property at the document level applies to selectors in a filter panel displayed in other modes, as described in Properties dialog box, Document Properties, Document.

    • Title: Select what to display in the title bar from the following choices:

      • Current Panel Name (default): Display the name of the current panel in the panel stack.
      • Custom Title: Specify a custom title.
    • Custom Title: Specify a title to be displayed in the title bar. This option is only available if the Title drop-down list is set to Custom Title.
    • Pre-load (DHTML only) settings: Determines which panels in a panel stack to pre-load when the document is executed in MicroStrategy Web. Does not apply to transaction tables.

      • Inherit from Document (default): Use the document-level setting to determine whether to pre-load panels.
      • All Panels: Pre-load all panels when the document is executed in MicroStrategy Web
      • Current Panel Only: Pre-load only the current panel when the document is executed in MicroStrategy Web.

Related Topics

Properties and Formatting Dialog Box

Report Services Preferences

Document Creation Help

MicroStrategy Mobile Administration Help