Creating a link for a mobile document

Prerequisites

• The source document and any target reports/documents must be created.

• If the target report/document contains prompts, you must know what types of prompts the targets require and how they will be answered by the link (or by the user). For details on each prompt answer method, see Specifying how prompts are answered in the target.

• If you want to pass selector values from the source document to the target document, both the source and the target must contain the same selector. This means that either both documents must contain a selector with the same name (such as Region Selector), or both documents must contain a selector that uses the same source object (such as Region).

To create a link for a mobile document

1. In MicroStrategy Web, open the document in Design Mode or Editable Mode.

2. You can link from a text field, an image, or a button. Do one of the following:

   • To link from a text field, complete the following steps:

     1. From the Insert menu, select Text.

     2. Click in the section of the document where you want to place the text field. If you click and drag in the section, you can size the text field.

     To ensure that the area of a link is large enough to recognize a user selecting it, make sure it has a height and width of at least 40 pixels.

     3. Type the text to be displayed to users into the text field. You can add static text, dynamic text (in the form of data fields and auto text codes), or a combination to the text field:

        • To add static text, type the static text into the text field.

        • To add a data field, drag and drop a dataset object from the Dataset Objects panel into the text field.

        • To add an auto text code, from the Insert menu, select Auto-text, then select the code to insert.

          For background information about adding data fields and auto text codes to documents, see the Document Creation Help.

     4. Right-click the text field, and select Edit Links. The Links dialog box opens.

   • To link from an image, complete the following steps:

     1. From the Insert menu, select Image.

     2. Click in the section of the document where you want to place the image. If you click and drag in the section, you can size the image. The Properties and Formatting dialog box opens.

     To ensure that the area of a link is large enough to recognize a user selecting it, make sure it has a height and width of at least 40 pixels.

     3. Type the address of the image file to insert in the Source field.

     4. Click OK. The image appears in the document.

     For background information about adding images to documents, see the Report Services Document Creation Guide.

     5. Right-click the image, and select Edit Links. The Links dialog box opens.

   • To link from a button, complete the following steps:

     1. Create the button, as described in Linking from documents with buttons and tab bars.

     2. Right-click the button, and select Properties and Formatting. The Properties and Formatting dialog box opens.

     3. Click to configure actions on the button. The Links dialog box opens.

3. In the Links dialog box, if other links already exist on this document, click the New icon to create a new link.

4. Type a name for the link in the URL display text field. Since the name appears in the link, it should be descriptive and informative to help users identify the target of the link.

5. Perform the appropriate steps below, depending on whether you are linking to a web page or to a report/document:

   • To link to a web page:

     1. Select Navigate to this URL. This option is available only if you selected to create a link from a text field or image.

     2. Type the target URL in the field below Navigate to this URL.

     3. Continue this procedure at To define additional links and determine link behavior.

   • To link to a screen on the mobile device:

     1. Select Perform this.

     2. From the Perform this drop-down list, select the screen to link to.

     3. Continue this procedure at To define additional links and determine link behavior.

   • To link to a report or document:

     1. Select Run this report or document.

     2. Click the browse button (...) below Run this report or document to find and select the target report or document.

To apply prompt answers to targets that contain prompts

1. In MicroStrategy Web, open the document in Design Mode or Editable Mode.

2. The box below Run this report or document contains a list of any prompts included in the target report/document. Select a target prompt from the box.

3. Select a prompt answer method from the drop-down list. For examples of each prompt answer method, see Specifying how prompts are answered in the target.

   • Answer with the same prompt from the source: Select this option if you want to use the same prompt answers for both the source report and the target report/document. This option requires that both the source and target documents use the same prompt.

   • Prompt user: Select this option if you want the user to type prompt answers after he taps the link to run the target report/document.

   • Answer with an empty answer: Select this option if you want to ignore the prompt in the target report/document. The prompt is not answered. This option requires that the prompt in the target is not required. If the prompt in the target is required, the user is prompted to provide an answer.

   • Use default answer: Select this option if you want the prompt in the target to use the default answer defined by the prompt's designer. This option requires that a default answer is defined for the prompt in the target.

   The following methods are not intended to be used with buttons. For a button, use one of the previous methods.

   • Answer dynamically: Select this option if you want to answer the prompt using the object selected in the source. This option is only available for attribute element prompts and value prompts.

   • Answer using current unit: Select this option if you want to answer the prompt using the object selected in the source. This option is only available for hierarchy prompts.

   • Answer using all valid units: Select this option if you want to answer the prompt in the target with any object to the left of or above the object that the user selects in the source document. This method passes all pertinent selections in the source, rather than just the selection made for the link. This option is available only for hierarchy prompts.

4. For each prompt in the target report/document, repeat the step above.

To specify the prompt answer method for prompts not in the list

1. In MicroStrategy Web, open the document in Design Mode or Editable Mode.

2. The box below Run this report or document contains a list of any prompts included in the target report/document.

3. Any other prompts are those prompts that are not in the target report/document when you are creating the link. For example, these prompts can include prompts added to the target later. By default, the Prompt user answer method is selected for these prompts, but you can change the method. To do this, follow the steps below:

   1. Select Any other prompts in the list.

   2. Select a prompt answer method from the list; these are the only methods available for the Any other prompts option. For examples of each answer method, see Specifying how prompts are answered in the target.

      • Answer with the same prompt from the source

      • Prompt user (default)

      • Answer with an empty answer

      • Use default answer

To apply selector values to a target document that contains selectors

1. In MicroStrategy Web, open the document in Design Mode or Editable Mode.

2. Choose a selector value method from the Pass all selector values drop-down list. For an example of passing selector values, see Passing selector values from the source to the target.

   • To match selector values by the selector's source attribute (that is, the object displayed in the selector), select Match Selectors by Source Attribute.

   • To match selector values by the name of the selector, select Match Selectors by Control Name.

To define additional links and determine link behavior

1. Repeat the steps above if you want to create additional links. You can create multiple links on the same object.

2. Select the Open in new window check box to have the target report/document open in a new window. This allows the target and the source documents to be visible simultaneously. If this check box is cleared, the target report/document or web page opens and replaces the source document.

3. If the object has more than one link, select the link that you want to make the default link, and click the Set as Default icon . When a user taps the object, the default link is automatically used. To access other links, the user tabs and holds the object, which displays a list of links that he can choose from.

4. Click OK to return to the source document and to save your link.