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Hierarchy qualification prompts

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A hierarchy qualification prompt allows users to filter data in a report or document based on the qualification of multiple attributes from the hierarchies. For example, you determine a single hierarchy or a list of hierarchies from which users can select attributes and make qualifications on these attributes to define their filters.

Use REST APIs to perform the following actions on attribute element prompts:

Create a new prompt

  1. To create a hierarchy qualification prompt, you must enter the required fields with the correct information, using POST /api/model/prompts.

  2. The response can change based on the request parameters provided by the caller. Use the following parameters.

    LocationNameDescription
    headerX-MSTR-authTokenThe authorization token
    headerX-MSTR-ProjectIDThe ID of the project
    headerX-MSTR-MS-ChangesetThe ID of the changeset
    queryshowExpressionAsThe parameter that specifies the format in which the response is returned.
  3. The model for the definition of an hierarchy qualification prompt can be represented using the fields shown below. "objectID", "dateCreated", "dateModified", and "versionId" are automatically generated.

    FieldsNameDescriptionData TypeRequired?
    informationnameThe name of the prompt. This should be a user-friendly name for identifying the prompt.string✔️
    informationsubTypeThe type of prompt. The "subType" for a hierarchy qualification prompt is "prompt_expression".string✔️
    informationdestinationFolderIdThe folder ID where the new prompt is saved.string✔️
    expressionTypeDifferentiates between the three expression types for an expression prompt. This field is required when the "subType" in "information" is "prompt_expression". This field should be "hierarchy" for hierarchy qualification prompts.string✔️
    titleThe title of the prompt.string
    instructionThe instruction on how to apply the prompt.string
    questiondisplayformThe displayed forms for the hierarchy.string
    questionlistallHierarchyAn indicator that specifies if are hierarchies are used for the prompt. If this is set to True, "predefinedObjects" and "search" should be null. Otherwise, the response returns an error.string
    questionpredefinedObjectsA list of predefined hierarchies with "objectId", "subType", and "name".string
    questionsearchA standalone search object with "objectId", "subType", and "name". "search" and "predefinedObjects" should have an XOR relationship, since only one of them has a value.string
    defaultAnswerqualificationA qualification set used to define the default answer. It follows the "tree" format of the qualification in the filter request.string
    restrictionrequiredAn indicator that specifies whether a prompt answer is required or not.boolean
    restrictionmaxElementPerSelectionThe maximum number of elements per selectioninteger
    restrictionallowPersonalAnswersAn indicator that specifies whether personal answers are allowed. It can be set to "none", "single", or "multiple".string
    restrictionminThe minimum number of qualifications that can be added.integer
    restrictionmaxThe maximum number of qualifications that can be added.integer

    Sample code for creating a hierarchy qualification prompt's definition is provided below.

    {
    "information": {
    "destinationFolderId": "8A1831FF494F528D02A4A8BF5FB73459",
    "subType": "prompt_expression",
    "name": "Hierarchy - ListAll"
    },
    "title": "Hierarchies",
    "instruction": "Choose a hierarchy to begin building a qualification.",
    "expressionType": "hierarchy",
    "question": {
    "displayForms": "all_forms",
    "listAllHierarchies": true
    },
    "restriction": {
    "required": false,
    "allowPersonalAnswers": "multiple",
    "maxElementPerSelection": 100,
    "min": 2,
    "max": 5
    }
    }

Update an existing prompt

  1. Update the definition of the hierarchy qualification prompt using PUT /api/model/prompts/{promptId}.

  2. Provide the following headers in the request:

    LocationNameDescription
    headerX-MSTR-authTokenThe authorization token
    headerX-MSTR-ProjectIDThe ID of the project
    headerX-MSTR-MS-ChangesetThe ID of the changeset
  3. In addition to the above header, you should also provide the ID of the prompt you want to update.

  4. You can modify the fields shown below. The "subType" field is not included below since it cannot be modified through this REST API.

    FieldsNameDescriptionData Type
    informationnameThe name of the prompt. This should be a user-friendly name for identifying the prompt.string
    informationdestinationFolderIdThe folder ID where the new prompt is saved.string
    expressionTypeDifferentiates between the three expression types for an expression prompt. This field is required when the "subType" in "information" is "prompt_expression". This field should be "hierarchy" for hierarchy qualification prompts.string
    titleThe title of the prompt.string
    instructionThe instruction on how to apply the prompt.string
    questiondisplayformThe displayed forms for the hierarchy.string
    questionlistallHierarchyAn indicator that specifies if are hierarchies are used for the prompt. If this is set to True, "predefinedObjects" and "search" should be null. Otherwise, the response returns an error.string
    questionpredefinedObjectsA list of predefined hierarchies with "objectId", "subType", and "name".string
    questionsearchA standalone search object with "objectId", "subType", and "name". "search" and "predefinedObjects" should have an XOR relationship, since only one of them has a value.string
    defaultAnswerqualificationA qualification set used to define the default answer. It follows the "tree" format of the qualification in the filter request.string
    restrictionrequiredAn indicator that specifies whether a prompt answer is required or not.boolean
    restrictionmaxElementPerSelectionThe maximum number of elements per selectioninteger
    restrictionallowPersonalAnswersAn indicator that specifies whether personal answers are allowed. It can be set to "none", "single", or "multiple".string
    restrictionminThe minimum number of qualifications that can be added.integer
    restrictionmaxThe maximum number of qualifications that can be added.integer