Creating Global Select Lists - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

When creating custom SQL data provider, you can specify parameter values for use. These values are generated using SQL commands that are specific to each data provider. However, Global Select Lists allow the creation of a set of common parameters to be configured that can be used in multiple custom SQL data providers. When configuring a Custom SQL data provider, the global select list is available for selection from the Manage Select Lists dialog box and the Select Lists drop-down menu. To create a Global Select List for use in custom SQL data providers:

  1. In the Administration panel, click Global Select Lists. The Manage Select Lists dialog box is displayed.
  2. Click Create New. The Select List Name dialog box is displayed.
  3. Enter a name for the new select list and click OK. The Select List Name dialog box is closed and the Manage Select List changes to allow the new list to be edited.
  4. Choose the type of parameters to include in the list from the Select list source drop-down list. The options include:

    • Manually enter values: This is the default option for select lists. This option allows you to manually enter labels and values for the select list. Once a value is entered, click outside the field to add additional rows and include more values.

    • Get values from an SQL query: This option allows you to construct an SQL query to retrieve values. Enter the SQL query into the field and click Validate Query to ensure the SQL is properly entered.

  5. Once the values or SQL have been entered, click OK. The Manage Select Lists dialog box is closed.

    To edit a previously created global select list

  6. Select Global Select Lists from the Admin Tools. The Manage Select Lists dialog box is displayed.
  7. Click the name of the select list to edit.
  8. Add or remove values or SQL as needed.
  9. Click OK to save the changes. The Manage Select Lists dialog box is closed.