Create an Attribute Element List Prompt Based on Attribute Forms

Beginning in Strategy One (December 2025), you can format how the prompt displays. Options include the style (such as pull-down list or check box) and allowing a search box, among others.

An attribute element list prompt allows a user to choose from a list of attribute elements to be included in a filter or custom group. This is generally the simplest prompt for users to answer, because it offers the fewest number of answers to choose from and does not require the user to create a filtering statement.

You create the specific attribute elements to be displayed in the prompt, by using one of the following methods:

• Selecting all elements associated with an attribute
• Creating a filter that returns a limited list of elements from one attribute
• Selecting specific attribute elements one by one

You can create a stand-alone prompt to be used in other objects. Beginning in Strategy One (December 2025), you can create a prompt that is embedded in a filter. An embedded prompt is saved within the filter and cannot be used in other objects.

Comparing Filter Definition Prompts

Of the filter definition prompts for attributes, the attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. The hierarchy qualification prompt allows users to select from the widest number of attribute elements when they are choosing prompt answers to define their filtering criteria. The attribute qualification prompt is more restrictive than the Hierarchy prompt, but less restrictive than the Attribute Element prompt.

Create an Attribute Element List Prompt

1. Open the Workstation window.
2. Do one of the following:
   • To create a stand-alone prompt, from the File menu, select New Prompt.
   • To create an embedded prompt within a filter, from the File menu, select New Filter.
3. If you are connected to multiple environments or projects, select the environment and project to create the prompt in.
4. To create an embedded prompt within a filter, complete the following steps: 
   1. Click New Qualification.
   2. From the Based On drop-down list, select Create Prompt.

5. From the Select the Type of Prompt to Begin drop-down list, select Elements of an Attribute.

6. In the Elements of an Attribute box, search for and add an attribute. The attribute's elements display in the prompt, and users select their filter criteria from a list of these attribute elements.

   • You can also drag and drop objects from the Object Browser.

7. By default, all the attribute elements display in the prompt. You can determine the specific elements that display, by clicking All Elements. Choose one of the following options:

   • To display all of the attribute's elements to the user when they are answering the prompt, select All Elements. This is the default choice.
   • To create a list of attribute elements from which users can choose, select Specific Elements. Use the Search box to find and select the elements.
   • To reduce the number of attribute elements that are displayed, select Filtered Elements. This option is useful for attributes with a large number of elements, such as Customer or Employee. You can select a filter that returns a specific set of customers, for example, the top 100 customers this month. Browse to the filter in the Object Browser and drag it to the box.

8. Edit the predefined text for the Prompt title and instructions by clicking the text. Type a new Prompt Title and Instructions in the boxes.

9. To set a minimum and/or maximum, require a prompt answer, and enable personal answers, click None next to Answer restrictions.

   • To set the minimum number of attribute elements that can be selected by the user, select the Minimum Value check box and type the value in the box. You can specify a minimum even if you do not specify a maximum.

   • To set the maximum number of attribute elements that can be selected by the user, select the Maximum Value check box and type the value in the box. You can specify a maximum even if you do not specify a minimum.

   • To require users to answer the prompt before running the report, select the Prompt Answer Required check box.

   • To determine whether users can save and reuse their prompt answers, select the Allow Personal Answers check box. Choose how many prompt answers they can save for the prompt:

     • Single Save and reuse only one prompt answer.

     • Multiple Save and reuse multiple prompt answers.

10. If users tend to select the same elements, define them as the default. Default answers are automatically selected and save users time.
    1. Click None next to Default Answer.
    2. Use the Search box to search for and select elements.
11. Beginning in Strategy One (December 2025), you can format how the prompt displays.
    1. Click Options.
    2. Select the Display Style. The styles include:

       • Radio Button: Users select an attribute element by clicking a radio button. Not available for hierarchy qualification prompts.

       • Check Box: Users specify attribute elements by selecting check boxes. Available only for attribute element list and object prompts.

       • Pull-Down: Users select an answer from a drop-down list. Not available for hierarchy qualification prompts.

       • List: Users select prompt answers from a list. Not available for hierarchy qualification prompts.

       • Text: Users type text in a box. Available only for attribute qualification and metric qualification prompts.

       • Tree: Users expand levels of the hierarchy to navigate to the object to select. Available only for hierarchy qualification prompts and for object prompts that use a search object.

       • Shopping Cart: Users add values to a list of selected values.

       The available formatting options vary depending on the prompt's type and display style.

    3. If you select Radio Button or Check Box for an attribute element list prompt, you can determine how the prompt items are arranged.
       • From the Orientation drop-down list, select Vertical or Horizontal.
       • You can specify how many items display in each column or row by selecting the Items Per Column or Row check box and typing the value.

    4. If an attribute element list prompt lists all elements, you can determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. To do this, from the Show Search Box drop-down list, select Yes, No, or Inherit from Web Settings (default).

    5. For an attribute qualification prompt, specify how the qualification displays in the prompt:

       • Determine whether users can browse the elements in the attribute qualification by selecting or clearing the Allow the User to Browse Elements in a Qualification check box.

       • For the shopping cart display style, you can allow users to modify expressions by selecting the Allow Modification of the Logical Operator check box. If it is allowed, select one of the following:

         • To allow users to select only one condition operator (AND/OR) between all of the conditions in an expression, choose Use a Single Logical Operator Between All Conditions.

         • To allow users to choose a separate default operator between each condition, choose Allow the User to Set Independent Logical Operators Between Conditions.

       • Determine the types of qualification expressions allowed in the prompt by selecting an option from the Expression Type Allowed drop-down list.

       • If you choose Select and Qualify above, determine the default condition that displays in the prompt by selecting an option from the Default Qualification Type drop-down list.

       • Determine the default condition operator (for example, Greater than, Less than, or Contains) that displays in the prompt by selecting an option from the Default Operator drop-down list.

       • To allow users to import a list of attribute elements from which they can choose, select the Allow Import Elements check box.

       • Determine the default logical operator (AND/OR) that is used between conditions by selecting an option from the Default Operator Between Conditions drop-down list.

    6. For a metric qualification prompt, specify how the qualification displays in the prompt:

       • For the shopping cart display style, you can allow users to modify expressions by selecting the Allow Modification of the Logical Operator check box. If it is allowed, select one of the following:

         • To allow users to select only one condition operator (AND/OR) between all of the conditions in an expression, choose Use a Single Logical Operator Between All Conditions.

         • To allow users to choose a separate default operator between each condition, choose Allow the User to Set Independent Logical Operators Between Conditions.

       • Determine the default condition operator (for example, Greater than, Less than, or Contains) that displays in the prompt by selecting an option from the Default Operator drop-down list.

       • To allow users to specify the output level of the metric, select the Display Output Level Selection check box. This is the level that the metric is calculated at.

       • To allow users to import a list of values from which they can choose, select the Allow Import Elements check box.

       • Determine the default logical operator(AND/OR) that is used between conditions by selecting an option from the Default Operator Between Conditions drop-down list.

    7. For a hierarchy qualification prompt, specify how the qualification displays in the prompt:

       • Determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. To do this, from the Show Search Box drop-down list, select Yes, No, or Inherit from Web Settings (default).

       • If the search box is enabled, you can ensure that users use the search box to locate answers, by selecting the Require Search check box.

       • Allow users to modify expressions by selecting the Allow Modification of the Logical Operator check box. If it is allowed, select one of the following:

         • To allow users to select only one condition operator (AND/OR) between all of the conditions in an expression, choose Use a Single Logical Operator Between All Conditions.

         • To allow users to choose a separate default operator between each condition, choose Allow the User to Set Independent Logical Operators Between Conditions.

       • To allow users to navigate above the root folder when searching, select the Allow Navigation Above Search Root check box.

       • Determine the types of qualification expressions allowed in the prompt by selecting an option from the Expression Type Allowed drop-down list.

       • If you choose Select and Qualify above, determine the default condition that displays in the prompt by selecting an option from the Default Qualification Type drop-down list.

       • Determine the default condition operator (for example, Greater than, Less than, or Contains) that displays in the prompt by selecting an option from the Default Operator drop-down list.

       • To allow users to import a list of attribute elements from which they can choose, select the Allow Import Elements check box.

       • Determine the default logical operator (And, Or) that is used between conditions by selecting an option from the Default Operator Between Conditions drop-down list.

    8. For an object prompt, specify how the objects display in the prompt:

       • For the Radio Button and Check Box display style, you can determine how the prompt items are arranged. From the Orientation drop-down list, select Vertical or Horizontal. You can specify how many items display in each column or row by selecting the Items Per Column or Row check box and typing the value.

       • For the Tree display style (available if you use a search object), you can:

         • Determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. To do this, from the Show Search Box drop-down list, select Yes, No, or Inherit from Web Settings (default).

         • Allow users to navigate above the root folder when searching. Select the Allow Navigation Above Search Root check box.

12. Do one of the following:
    • If you are creating a stand-alone prompt, click Save in the upper left.

    • If you are creating an embedded prompt in a filter, click Done. You are returned to the Filter Editor. To finish creating the filter, begin at this step.

    • If you are creating an embedded prompt in an intelligent cube's view filter, click Done. You are returned to the Report Editor. To finish creating the view filter, begin at this step.

    Use the Stand-alone Prompt

13. Add your attribute element list prompt to a report, filter, or custom group:
    • To let users determine the data that is included in the report, add an attribute element list prompt to the report's filter.
    • To let users determine the data to use in a filter, add an attribute element list prompt to a filter.
    • To let users determine the data to include in a custom group, add an attribute element list prompt to a custom group.