Create a context variable for the target source type PA Indicator

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Create a context variable manually for the target source type PA Indicator if the breakdown is of Choice list type.

    Before you begin

    Select the Goal Framework for SPM scope for the application.

    Role required: sn_gf.goal_admin

    About this task

    The context variable provides information that can be used to fetch the required data and auto-update the Actual value on the Target form. After a context variable is created for the target source, the goal user can configure the Actual Value Source Configuration section on the Target form for the Actual value to get auto-updated.

    Creating a context variable is similar to creating a column on a table.

    Procedure

    1. Navigate to All > Enterprise Goal Management > Target Sources.
    2. Open the required target source that you want to create a context variable for.
    3. In the Context Variables related list, click New.
    4. On the form, fill in the Type field as Choice and the other fields as needed.
      For a description of the field values, see Context Variable form.
    5. Click Submit.
      A context variable of choice type is created.
    6. In the Choices related list of the context variable you created, click New.
      Note:
      If you don’t see the Choices related list on the Context Variable form, add it by navigating to Configure > Related Lists on the form.
    7. On the form, fill in the fields.
      Table 1. Choice form
      Field Description
      Table Name of the context variable for which the choice is created.
      Element Column name in the context variable form for which the choice is created.
      Label Name of the choice.
      Value Sys_id of the choice value for which the context variable is created.

      You can copy the sys_id from the Choices related list of the Dictionary Entry [sys_dictionary] table.

    8. Click Submit.
    9. Optional: Repeat the steps 6 through 8 to create more choices for the context variable.

    What to do next

    The goal user can configure these choices as context variables on the Target form for which the target source is configured.