Adding a New Prompt Using PeopleSoft Query

PeopleSoft Runtime Prompts Criteria Overview

Instructions

Prompts allow you to enter a value for a specific field at the time the report is run. The report will use that value in selecting rows and only return those that match. Prompts are useful for selecting the same information from different careers, for terms, for specific programs and plans, and so on. 
Creating a prompt in the criteria section is rather easy: 

Step-by-Step Guide

There are a couple of ways to add new prompt. If the field is used in the query, go to “Fields” tab. If the field is NOT used in the query, go to step #5 below.

1. Go to the “Fields” tab and click the small funnel icon under “Add Criteria”
   
    

2. Click the radio button for “Prompt” under “Choose Expression2 Type” and click “New Prompt” in “Expression2” box.
        

3. Change the name of prompt using “Heading Text” box.

   1. If the prompt is not required, click the check box for “Optional”. 

   2. If you want to set up default value, enter it under “Default Value”. The default value only works when the Optional box is unchecked.

   3. If you know the prompt table, pick the magnifying glass and pick the table. The list of prompt table is here. Make sure “Prompt Table” is selected under “Edit Type”
      

4. Click “OK” to close “Edit Prompt Properties” window, and click “OK” again to close the “Edit Criteria Properties”. Go to “Prompts” tab and make sure the prompt that is just added is on the list.

5. If the field is NOT used in the query, find the field you want to use for prompt under “Query” tab. Click the small funnel icon next to the field you want to add. Then, go back to the step #2-4 above.
   

6. When running a query, the system will prompt the user for criteria values. Below is an example of when prompts are created for FISCAL_YEAR, ACCOUNTING_PERIOD, DEPTID, ACCOUNT, FUND_CODE, and PROGRAM_CODE.