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Prompt variants

Learn how to create and save frequently-used responses to input prompts.

Overview

You can create and save frequently-used responses to input prompts as a prompt variant. When selected, the variant will automatically populate the report's user prompts. Instead of keeping multiple versions of a standard or custom report, multiple variants can be created for the same report.

 Note: A prompt variant is report-specific and cannot be shared between users.

Create a prompt variant

  1. Enter values for the available prompts.
  2. Click the Create a new variant or edit the selected one button (Screenshot of WorldShare Reports Create or edit variant button). The Create Variant dialog opens.
  3. From the Create Variant dialog:
    1. Enter a name for your new prompt variant.
    2. Select which prompts will be saved in this variant by selecting or deselecting the checkbox next to a prompt.
    3. Click Save to close the Create Variant dialog.
  4. Click Cancel to close the Prompts dialog.

Delete a prompt variant

  1. Click the Variants management button (Screenshot of WorldShare Reports Variants management button) in the Prompts dialog.
  2. Click the Delete button (Screenshot of WorldShare Reports Delete button) for the prompt variant you want to delete. The prompt variant is deleted from the drop-down list. The Warning dialog opens.
  3. Click Delete to delete the prompt variant.

Edit a prompt variant

  1. Select a variant from the Available prompt variants drop-down list. The Prompts Summary dialog populates with the prompt variant, and the dialog name changes to include the selected variant name.
  2. Edit a prompt value by selecting it in the Prompts Summary dialog and then changing the value in the form field.
  3. Click the Create a new variant or edit the selected one button (Screenshot of WorldShare Reports Create or edit variant button). The Create Variant screen opens.
  4. Click Save to save your prompt variant edits.

Use a prompt variant

  1. Click the Variants management button (Screenshot of WorldShare Reports Variants management button) in the Prompts dialog.
  2. Select the variant you want to use from the Available Variants drop-down menu. The Prompts dialog populates with the prompt variant, and the dialog name changes to include the selected variant name.
  3. Click Run to run the report.