Transaction Conditions Editor

You can create interactive, adaptable documents that respond to user input. To do this, you can hide, disable, or require users to select a value for controls in a Transaction Services-enabled document. You define the conditions under which to perform these actions using the Transaction Conditions Editor.

MicroStrategy Transaction Services lets you embed write-back functionality into documents for the purposes of decision-making or initiating a transaction. A document designer can create a Transaction Services-enabled document to allow analysts to approve requests, track business activity, and execute business decisions by editing their business data in the document and sending those interactions back to the data sources. For a detailed overview of Transaction Services, including example images and steps to configure different types of controls in a Transaction Services-enabled document, see the Document Creation Help.

The options available in the Transaction Conditions Editor vary depending on the type of control that you are modifying. The following options are available:

• Target: Select the input object control to hide, disable, or require users to select a value for.
• Action: Select the action to perform on the control, such as Disable or Require. The options available vary depending on the type of control.

To create a new filtering condition, click the plus icon to the left. Select the appropriate options to define the condition, as described below:

• Filter On: Choose the control or expression to base the condition on by selecting one of the following:
  • To base the condition on the value of an input object control, select the control. If the See More link is displayed, click the link to show a list of all available input object controls from the document.
  • To base the condition on the value of an expression, select Advanced Expression. The advanced expression options are displayed. Define the condition as follows:
    • To add the value of an input object control to the expression, from the Available list, double-click the control. The control is added to the expression and displayed in the editor pane to the right.
    • You can add operators to the expression by clicking the addition (+), subtraction (-), multiplication (*), or division (/) operators above the editor pane.

If you are creating the condition based on an attribute in the report, complete the condition by doing one of the following:

• To create a condition based on attribute elements in a list:
  1. Under Select, do one of the following:
     • To disable the input object control in the report only if its value is included in a list of elements that you select, click In List. For example, you can filter data for Books and Movies only.
     • To disable all input object controls except those whose values are included in a list of elements that you select, click Not in List. For example, you can filter data for all product categories except Books and Movies.
  2. Select each attribute element to include in the condition.
• To create a condition based on attribute form values:
  1. Under Qualification, select the attribute form to base the qualification on. For example, you can filter based on the attribute element's ID form, one of its description forms, or the DATE form if the attribute is time-based.
  2. From the list of operators to the right, select a comparison operator, such as Greater Than or Less Than. Do one of the following:
     • To compare the attribute form to a specific value, type the value in the field.
     • To compare the attribute form to the form of another attribute, select the attribute that contains the second form. Select the second attribute form from the list.

If you are creating the condition based on a metric in a report, perform the following steps:

• From the list of operators to the right, select a comparison operator, such as Greater Than or Less Than. Do one of the following:
  • To compare the value of the input object control to a static value, type the value in the field.
  • To compare the value of the input object control to the value of a metric, select the metric from the list.

If you are creating the condition based on an input object control defined on a text field, or the value of an expression, perform the following steps:

• From the list of operators to the right, select the operator to use to compare the values in the condition, such as Equals or Greater Than.
• Define the value to use to complete the comparison by doing one of the following:
  • To use a static value, type the value in the field.
  • To use the value of an input object control, select the control.
  • To use the value of an expression, select Advanced Expression. The advanced expression options are displayed. Define the condition as follows:
    • To add the value of an input object control to the expression, from the Available list, double-click the control. The control is added to the expression and displayed in the editor pane to the right.
    • You can add operators to the expression by clicking the addition (+), subtraction (-), multiplication (*), or division (/) operators above the editor pane.

Click Apply to create the condition. Your new condition is created and displayed in the Transaction Conditions Editor.

• To add additional conditions to an action, hover the cursor over the action and click the arrow icon on the right. From the menu, select New Condition. Select the appropriate options as described above to define additional conditions.
• If you have defined multiple conditions for a single action, you can change the operator used to combine the conditions. Right-click the AND operator displayed between the conditions. From the menu, select a new operator.
• To edit a condition, click the condition, then repeat the appropriate steps above to define the condition.
• To create a copy of a condition, hover the cursor over the condition and click the arrow icon on the right. From the menu, select Duplicate.

To hide, disable, or require users to select values for a control in a Transaction Services-enabled document

1. Open the document in Design or Editable Mode.
2. Right-click the text field, Grid/Graph object, action selector link, or action selector button to define actions for and select Transaction Conditions. The Transaction Conditions Editor opens.
3. Select the appropriate options to define conditions for each action, as described above.
4. Click OK to apply your changes.

Related Topics

Configure Transaction Dialog