Using Prompts in myHR Query Manager for Custom Reporting, Summaries of Management of Health Service

How to add and use prompts in myhr query manager to customize report criteria and filter data. It covers the procedure for adding prompts from the criteria and prompts tabs, as well as tips for handling errors and incorporating prompt values into expressions.

Typology: Summaries

2021/2022

Uploaded on 09/27/2022

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Prompts in Query Manager
In myHR Query Manager, prompts allow users to change criteria parameters each time the report runs
without having to edit the query. For instance, a query author can set up a prompt for employee ID.
Each time the report runs, the user has to enter an employee ID and the report only shows data for that
employee.
Procedure for Adding Prompt from Criteria Tab
1.
Go to the Criteria tab.
2.
Click Add Criteria.
3.
Choose the field for Expression 1.
4.
Under Choose Expression 2 Type, select the Prompt option.
5.
In the Expression 2 box, click the New Prompt hyperlink.
6.
On the Edit Prompt Properties page, the values will be filled out with default values that match
the Expression 1 field from the Edit Criteria Properties page. You don't need to change the
default values.
7.
Optionally, you can edit the text that will be displayed on the prompt pop-up when a user runs
the report. On the Edit Prompt Properties page, choose Heading Type of Text and type the
desired wording into the Heading Text box.
8.
Click OK at the bottom of the Edit Prompt Properties page.
9.
Click OK at the bottom of the Edit Criteria Properties page.
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Prompts in Query Manager

In myHR Query Manager, prompts allow users to change criteria parameters each time the report runs without having to edit the query. For instance, a query author can set up a prompt for employee ID. Each time the report runs, the user has to enter an employee ID and the report only shows data for that employee.

Procedure for Adding Prompt from Criteria Tab

  1. Go to the Criteria tab.

  2. Click Add Criteria.

  3. Choose the field for Expression 1.

  4. Under Choose Expression 2 Type, select the Prompt option.

  5. In the Expression 2 box, click the New Prompt hyperlink.

  6. On the Edit Prompt Properties page, the values will be filled out with default values that match the Expression 1 field from the Edit Criteria Properties page. You don't need to change the default values.

  7. Optionally, you can edit the text that will be displayed on the prompt pop-up when a user runs the report. On the Edit Prompt Properties page, choose Heading Type of Text and type the desired wording into the Heading Text box.

  8. Click OK at the bottom of the Edit Prompt Properties page.

  9. Click OK at the bottom of the Edit Criteria Properties page.

  1. The new criterion is now visible on the Criteria tab. Prompts are identified as a colon and a number. For example, the first prompt added to a query will be :1.
  2. Click Run, enter the prompt value into the pop-up prompt window, and click OK. Each time the report runs, the user will have to enter a value into the pop-up prompt window.

Tip For some fields, like department ID, you may get the following error message when you try to enter a prompt value: Invalid value – press the prompt button or hyperlink for a list of valid values. This error occurs because Query Manager is linking the prompt to a missing prompt table. If you see this error, navigate back to the Edit Criteria Properties page for the prompt criterion, click Edit Prompt, and then change the Edit Type pull-down menu to No Table Edit.

  1. Select the appropriate field for Expression 1.
  2. In the Choose Expression 2 Type box, select Prompt.
  3. In the Expression 2 box, click the magnifying glass (Select Prompt).
  4. Select the appropriate prompt value by clicking on the link.
  5. Click OK at the bottom of the Edit Criteria Properties page.
  6. The new prompt criterion is now visible on the Criteria tab.

Tip Prompt values can be incorporated into Expressions for complex selection criteria or to display the prompt value as a field in the output.