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Step 3: Defining Prompts (Optional)To allow Siebel CRM On Demand Answers users the option to specify a filter value when they run a report, define a runtime prompt for the report. Runtime prompts are useful because reports may need to be filtered differently based upon different users or the dates that reports are run. A runtime prompt differs from a prebuilt filter in that a filter is set up when the report is defined and cannot be changed without revising the report itself. For example, if you define a prompt on Account Type for the report, your employees are prompted to select which Account Type value to see when they run the report. If you define the prebuilt filter as a specific Account Type, such as Competitor, the filter is hard-coded and cannot be altered by the user at runtime. Prompts can be created in Siebel CRM On Demand Answers from the Define Prompts page. There are two types of prompts that you can create:
NOTE: Within the Build and View Analysis window, prompts display only after clicking the Preview Analysis button. Prompts do not display in Step 4: Reviewing Reports until the Preview Analysis button is clicked in that step. Prompts will display when reports are run from the Public Analyses section of the Reports Homepage. | |||
Published 05/11/2007 |