Field Selector Dialog Box

Owned by Becky Weinberg (Unlicensed)
Last updated: Jul 26, 2023 by Pamela Totas (Deactivated)
2 min read

Security lookup filters allow you to query specific security data when performing a Security Cross Reference query in the Eagle Portal. Complete the following options on the Field Selector dialog box when you are setting up a Security Lookup filter.

Option

Description

Drop down list in upper left corner

Controls the display of fields. Options include:

  • Show me all fields. Displays all fields.

  • Show me fields available to current user. Display fields only available to the current user.

Database List

Displays a list of databases (for example, Analytics, Asset Policy, Cash), from which you can select fields. Click the database and select the fields.

Layout Icon

Displays the Layout dialog box, which allows you to select and reorder columns. Use this option to determine the content and organization of the fields in the Security Cross Reference Report.

Usage Icon

Displays the Usage dialog box, which displays the following attributes for a selected field:

  • Dependent components

  • Component owner’s name

  • Component owner’s user name

  • Component owner’s business group

View Icon

Displays the View Field dialog box, which displays details of a specific field, including the following information from the data field entity relationship diagram (ERD):

  • Database

  • Table

  • Column

This functionality is the same as the New icon with read‑only fields.

New Icon

Displays the New Regular Field dialog box, which allows you to configure a new field for display on the Security Details window.

For information on how to configure a new field, refer to the Reporting Reference Guide.

Edit Icon

Displays the Editing Field dialog box, which allows you to modify fields on the Security Details window.

Copy Icon

Displays the Copy dialog box, which allows you to copy a selected field. To copy a field, select the field, enter a new name, and click OK.

Delete Icon

Displays the Delete Field pop-up window, which allows you to delete the selected field.

Find Icon

Displays the Find pop-up window. To locate specific data fields, select the field characteristic by which to search and enter a value in the Find What field.

Customize

Displays the Customize Field Grouping dialog box, which allows you to set up a hierarchy of groupings in the Security Details window. You can nest up to four layers of groupings in the following categories, based on the ERD source of the field:

  • Category

  • Database

  • Indicator

  • Table