Adding a Dropdown to an IQA Filter

Want to make reporting easier for your users?  Adding a dropdown list to an IQA filter can enhance users' reporting experience.

As an example, we have an IQA that searches event history and a user would like to be able to search across multiple events at one time.  Instead of having to know the event code or title, it would be much easier for the user if they could select the event(s) from a dropdown.

  1. First, you'll need to build a list of your values.  You can build a list two ways:
    1. Using the general lookup table - create a table in the general lookup tables (found under Settings) and add your values to that table.
    2. Using an IQA - create an IQA pulling in the values you want displayed in the dropdown
  2. For this example, we’re going to create a value list IQA.
    1. Make sure to check the ‘Only display unique results’ box to ensure there are no duplicates.
    2. Only select the field that you want to display in the dropdown.


  3. Next, you’ll need to add your value list to the business object.  
    Note: If you’re using an out-of-the-box business object, you’ll need to make a copy in order to save and publish your value list within the object.
    1. Find your field you’ll be adding the dropdown to
    2. Go to the Values tab of that property
    3. You’ll have three options here:
      1. Freeform data entry - this just allows for typing in the field
      2. Query object - this is what we’ll be using, click Browse and search for the IQA that you created as a value list.  The data value and display value will default to the field in the IQA.
      3. Value list - if you chose to do a list within a general lookup table, this is where you would pick that up
    4. Be sure to Save and Publish.


  4. Using the new business object you created, build your IQA.  You’ll now see that when you add your field as a filter, it will provide a dropdown list.
    Note: If you want to make the filter multi-select, be sure to check the ‘Multiple’ checkbox.
 

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