Using the Symbol Selector

Any input field with the Search icon to its right indicates that you can use the Symbol Selector to search for and select one or more symbols for that field.

Note: In the Longview Add-In for Office, you can double-click worksheet cells that contain an LVSYMBOLSELECTOR function (usually indicated by a yellow background) to open the Symbol Selector dialog.

You can also select symbols for these fields using look-ahead functionality. Type the first character of the name of the symbol that you wish to select. A drop-down list appears below the symbol field, containing the symbols whose first character matches the character entered. Select the symbol you want to use, or further narrow down the list by typing more characters. You can press F3 to find and highlight the next instance in the hierarchy.

Note: Look-ahead functionality is not available for fields in the Longview Add-In for Office or for Data Import Apps in Longview Designer.

To use the Symbol Selector, follow these steps:

1. Click the Search icon (if you are using the Longview Add-In for Office with a worksheet cell that contains an LVSYMBOLSELECTOR function, double-click the cell). The Symbol Selector dialog opens.

   

2. Use the drop-down next to the search field in the top right of the Symbol Selector dialog to select one of the following options:

   • Search Symbol Names

   • Search Symbol Descriptions

   • Search Names and Descriptions (this is the default)

   

3. Begin typing the characters you want to search for into the search field. The dialog automatically switches to the Search Results tab and the symbols that match your search appear in a list. Continue entering text to narrow down the number of search results returned.

   Note: After text is entered in the search field, the Symbol Selector automatically navigates to the first search result symbol in the hierarchy. As in the Selected Symbols tab, click a symbol in the Search Results list to automatically navigate to that symbol in the hierarchy.

   

   If the same symbol appears in multiple hierarchies, that symbol displays multiple times in the Search Results list, one match per hierarchy. Use the Parent and Root columns to differentiate between the multiple occurrences.

4. Navigate to the symbol in the hierarchy that you want to add and click it. The Add icon appears to the left of the symbol.

   

5. Click the Add icon beside the symbol in the Search Results list that you want to select. The dialog switches to the Selected Symbols tab, and the symbol is added to the Selected Symbols list.

   Note: You can also add symbols by clicking the Add icon beside the symbol in the hierarchy. Depending on where the input field is located, or how the LVSYMBOLSELECTOR function was set up in the Longview Add-In for Office, you may be able to select multiple symbols in the Symbol Selector, or one symbol only.

   

   The Add icon is unavailable because the symbol has already been selected. However, the Add icon can also be unavailable for the following reasons:

   • The maximum number of symbols have been selected. In this case, Add icons are unavailable for all symbols.

   • The symbol type (parent, leaf, or read-only) is not allowed to be selected, as set in the Symbol Selector definition.

   To remove a symbol from the Selected Symbols list, click the remove icon to the left of the symbol name

   Note: To navigate to a symbol in the hierarchy, click the symbol in the Selected Symbols list.

6. Click the Search Results tab to return to the Search Results list. Repeat step 5 for each symbol that you want to add.

   Note: Click the X button to the right of the search field to clear the search field and the Search Results list.

   

7. When you are finished selecting the required symbols, click OK. The selected symbols appear in the input field or the worksheet cell.

Note: Depending on where the input field is located, or how the LVSYMBOLSELECTOR function was set up in the Longview Add-In for Office, you may be able to select multiple symbols in the Symbol Selector, or one symbol only.