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Creating event trigger apps

You can use Longview Designer to create event trigger apps.

Specifying symbol selections no pre-post

This section provides detailed information on following topics:

Specifying user selections

Use user selections to specify dimensions for which the user will be prompted to choose symbol(s). For each dimension that the user will choose symbols, right-click on the User Selections folder and choose Add Dimension. The dimension settings page will appear.

Variable

Notes

Dimension

Select the dimension the user will be prompted to select symbol(s) for.

Available selections

Select a symbol to limit the possible symbols available to the user. If left blank the user will be able to select from all symbols available in the dimension. The available symbols will always be limited by user access.

Default selection

Select a symbol to specify as the default selection. This can either be a database symbol, an attribute symbol, or a floating time period.

Note: Attribute symbols and floating time periods will only be available if they are defined in your system.
For more information, see “Specifying attributes in Longview Application Administrator” in the Longview Analysis and Reporting Guide.

Selection required

Check this to force the user to select a symbol to continue.

Allow leaf selection

Check this to allow the user to select a leaf symbol.

Allow parent selection

Check this to allow the user to select a parent symbol.

Allow read-only selection

Check this to allow the user to select a read-only symbol.

Allow multiple selections

Check this to allow the user to select more than one symbol.

Attribute filter

Enter an attribute filter expression to further limit the possible symbol selections.
For more information see SymbolSelector in the Longview Developer’s Guide.

Specifying attribute-based selections

Use Attribute Based Selections to specify selections for dimensions that are deter- mined by an attribute value. For each dimension to be determined via an attribute, right-click on Attribute Based Selections and select Add Dimension.

Variable

Notes

Dimension

Select the dimension to select symbol(s) using an attribute value.

Attribute class

Select the class of attribute to use.

Attribute name

Select the attribute.

Source dimension
(SYMBOL class)

If the attribute class is SYMBOL, select the source dimension.

Note: The source dimension must be a dimension specified as a user selection or attribute-based selection.

Note: The variable created to hold the attribute-based symbol will have the same name as the dimension. The variable created will be a STRING type.

Example, to set the currency selection to be the functional currency of the selected entity:

  1. Select the CURRENCIES dimension.
  2. Set the attribute class to SYMBOL.
  3. Enter “ZGPNativeCurrency” for the attribute name.
  4. Select ENTITIES for the source dimension.

Example, to set the time period selection to be the current period:

  1. Select the TIMEPERIODS dimension.
  2. Set the attribute class to SYSTEM.
  3. Enter “SGPCurrentPeriod” for the attribute name.

Specify the trigger definitions

Use Trigger Definitions to specify the events to be triggered and the specific symbols to trigger the event for. For each trigger definition to be created, right-click on Trigger Definitions and select New Document.

  1. For the Name, enter the name of your Trigger Area

    Note: The name must 29 or fewer characters and only contain alphanumeric characters and underscore “_”.

  2. In the Event table, complete the following fields:
    Field

    Notes

    Event to trigger

    Select the event to trigger. This selection corresponds to the account dimension symbol used to trigger the manual trigger event rule.

  3. In the Trigger Area table, complete the following fields for each dimension:

    Note: The Spec and Level fields are not applicable if a symbol contains a variable.

    FieldNotes

    Symbols

    Type a symbol name. Alternatively, you can use the symbol selector.

    To add more than one symbol for a dimension, select a row containing the dimension for which you want to add another symbol and click Symbol.

    To move a symbol up or down within a dimension, click Move Up or Move Down.

    Note: To use the symbol selected by the user or defined by an attribute, enter the name of the dimension as a variable, for example $ENTITIES$

    Spec

    Not used

    Level

    Not used
Published:

Creating event trigger apps

You can use Longview Designer to create event trigger apps.

Specifying symbol selections no pre-post

This section provides detailed information on following topics:

Specifying user selections

Use user selections to specify dimensions for which the user will be prompted to choose symbol(s). For each dimension that the user will choose symbols, right-click on the User Selections folder and choose Add Dimension. The dimension settings page will appear.

Variable

Notes

Dimension

Select the dimension the user will be prompted to select symbol(s) for.

Available selections

Select a symbol to limit the possible symbols available to the user. If left blank the user will be able to select from all symbols available in the dimension. The available symbols will always be limited by user access.

Default selection

Select a symbol to specify as the default selection. This can either be a database symbol, an attribute symbol, or a floating time period.

Note: Attribute symbols and floating time periods will only be available if they are defined in your system.
For more information, see “Specifying attributes in Longview Application Administrator” in the Longview Analysis and Reporting Guide.

Selection required

Check this to force the user to select a symbol to continue.

Allow leaf selection

Check this to allow the user to select a leaf symbol.

Allow parent selection

Check this to allow the user to select a parent symbol.

Allow read-only selection

Check this to allow the user to select a read-only symbol.

Allow multiple selections

Check this to allow the user to select more than one symbol.

Attribute filter

Enter an attribute filter expression to further limit the possible symbol selections.
For more information see SymbolSelector in the Longview Developer’s Guide.

Specifying attribute-based selections

Use Attribute Based Selections to specify selections for dimensions that are deter- mined by an attribute value. For each dimension to be determined via an attribute, right-click on Attribute Based Selections and select Add Dimension.

Variable

Notes

Dimension

Select the dimension to select symbol(s) using an attribute value.

Attribute class

Select the class of attribute to use.

Attribute name

Select the attribute.

Source dimension
(SYMBOL class)

If the attribute class is SYMBOL, select the source dimension.

Note: The source dimension must be a dimension specified as a user selection or attribute-based selection.

Note: The variable created to hold the attribute-based symbol will have the same name as the dimension. The variable created will be a STRING type.

Example, to set the currency selection to be the functional currency of the selected entity:

  1. Select the CURRENCIES dimension.
  2. Set the attribute class to SYMBOL.
  3. Enter “ZGPNativeCurrency” for the attribute name.
  4. Select ENTITIES for the source dimension.

Example, to set the time period selection to be the current period:

  1. Select the TIMEPERIODS dimension.
  2. Set the attribute class to SYSTEM.
  3. Enter “SGPCurrentPeriod” for the attribute name.

Specify the trigger definitions

Use Trigger Definitions to specify the events to be triggered and the specific symbols to trigger the event for. For each trigger definition to be created, right-click on Trigger Definitions and select New Document.

  1. For the Name, enter the name of your Trigger Area

    Note: The name must 29 or fewer characters and only contain alphanumeric characters and underscore “_”.

  2. In the Event table, complete the following fields:
    Field

    Notes

    Event to trigger

    Select the event to trigger. This selection corresponds to the account dimension symbol used to trigger the manual trigger event rule.

  3. In the Trigger Area table, complete the following fields for each dimension:

    Note: The Spec and Level fields are not applicable if a symbol contains a variable.

    FieldNotes

    Symbols

    Type a symbol name. Alternatively, you can use the symbol selector.

    To add more than one symbol for a dimension, select a row containing the dimension for which you want to add another symbol and click Symbol.

    To move a symbol up or down within a dimension, click Move Up or Move Down.

    Note: To use the symbol selected by the user or defined by an attribute, enter the name of the dimension as a variable, for example $ENTITIES$

    Spec

    Not used

    Level

    Not used
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