Completing the Filter Fields Tab

To complete (or update) the Filter Fields tab in the Data Source : <Data Source Name> window:

  1. (Optional) To change the settings for an existing filter field:

    1. Select a filter field.

    2. Click Edit.

      The Filter: <Filter Field> window opens.

    3. Provide the filter criteria using the information from the following table.

      Note: Each filter field is appended to the WHERE clause of the portlet query, but only when the filter field is being used by a PPM Dashboard user.

      Filter field values can be used in the SQL by using the token name P.TOKEN_NAME or VP.TOKEN_NAME.

      Field Name (*Required)

      Description

      *Field Name

      Specify a name for the filter field that should be shown in the portlet's edit page.

      Type any alphanumeric string.

      *Token

      Specify the token for the filter field.

      Description

      Specify a description for the filter field.

      Type any alphanumeric string.

      *Validation

      Select the validation for the filter field.

      Choices are limited to those validations available on your PPM instance.

      Multiselect

      Indicate whether or not the filter field is enabled for multi-select.

      Required

      Indicate whether or not the filter field is required on the portlet's edit page.

      Enabled

      Indicates whether or not the filter field is enabled.

      *When this filter has a value, append to Where Clause

      Single quotation marks (`), including those that may be embedded in a variable, cannot be used in the When this filter has a value, append to Where Clause filter field.

    4. Click Apply to commit any interim changes. Click OK to save your changes and close the window.

  2. (Optional) To include a new filter field:

    1. Click New.

      The Filter: New window opens.

    2. Provide the filter criteria using the information from the previous table.

    3. Click Add to commit any interim changes. Click OK to save your changes and close the window.

  3. Repeat Step 1 and Step 2 until all the desired filter fields are included.

  4. Click Save to commit your changes. Click OK to save your changes and close the window.