Defining Activity Context Criteria

You define activity context criteria in the Driving Dimension of the Activities tab by performing the following steps:

1. Select the driving dimension. Each activity has only one driving dimension, and this determines which members can be selected for that activity.

   Note

   The driving dimensions are displayed according to the model that you selected in the Process Settings tab.

2. In the Member's drop down list, choose Select Members and set member criteria for the activity context using the Criteria Editor. There is a limit of six member definitions per step:

   • Select specific valid member IDs from the list. This list is generated depending on the driving dimension you have selected. You can make multiple dimension member selections.

     • If you select a parent ID, which is a node that has subnodes, in the dialog box that appears, you can generate dimension members based on the dependent (Children), or base (Base Members) nodes of the parent ID. If you do not select Children, Base Members, or All Members, the selection defaults to Single Member, which includes only the selected node.

       Note

       Dependent members are all entries one level below the parent node.

       Base members are all entries at the lowest level below the parent node.

   In some cases you will have to manually enter the members that you want to use in the activity.

   In the member Criteria Editor page, you can also click the button to filter members by selecting properties of the driver dimension and add them to the Selected Members list in a batch.

   The logical relationship of selections is:

   • All selected members are on one hierarchy: OR

   • Filtered by the same property: OR

   • Filtered by different properties: AND

   • Selected from different hierarchies and filtered by different properties: AND

   Note

   “OR” refers to a union set of selection, while “AND” refers to an intersection selection.

   Order of activities:

   1. If there is a hierarchy selection, follow the preorder traversal of the hierarchy, which means selecting members from the tree and subtrees of the hierarchy from root to children and from left to right.
   2. If there is only a property selection, follow alphabetical order. The operators supported in property selections are equal, not equal, between, and like.

   For example, the driver dimension of one step is D, which has hierarchy H1 and H2, and properties P1 and P2. The selections are the following:

   1. Base members of member M1 in H1

   2. Children of member M2 in H2

   3. P1 = 'Variance 1'

   4. P1 between 'Variance 2' and 'Variance 3'

   5. P2 = 'Variance 4'

   The members displayed in Selected Members will satisfy the logical relationship (1 OR 2) AND ((3 OR 4) AND 5).

3. Select the property of the dimension that contains valid user IDs for the owner. For more information, see Owner Property.