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Actions#

This section describes Actions which are a common property set used to configure a view state, run a query or open an URL.

This section provides information on:

To add an action, click Screenshot in one of the following components which support Actions.

Action Types#

The following types of actions are supported:

Additional component-specific actions are available for each of the components that support Actions.

See here for details on the order of execution of actions.

View State Mapping#

The View State Mapping action maps values of View State parameters from the source dashboard to View State parameters in the destination Dashboard.

Screenshot

Supported view state mapping actions include:

Action Description
1 Map value of view state A to view state B in the current dashboard
2 Map value of view state A to view state B in the target dashboard, where "B" is the name of the view state in the destination dashboard (case sensitive)
3 Map the literal string 'A' to view state B in the current dashboard
4 Map the literal string 'A' to view state B in the target dashboard, where "B" is the name of the view state in the destination dashboard (case sensitive)

Prepare targets

Before mapping View State parameters across dashboards, create the target View State Parameter in the destination dashboard. View state Mapping can map only to existing View State Parameters; mapping actions does not create them.

Open dashboard/screen#

The Open dashboard/screen action lets you specify a dashboard and screen to open on button click.

Screenshot

Dashboard names can be assigned to a viewstate. If assigned to a text variable, for example of type String, then it navigates to the dashboard with that name.

Screenshot

Screenshot

Dashboard and screen reference can also be set using view states

Screenshot

Screenshot

Screenshot

Run Query#

The Run Query action means the linked query is executed on click.

Run Query.

Set the following property:

Name Description
Data Source Select the data source to run on action click.

Open URL#

The Open URL action means a click redirects to a new web page.

Open URL

Set the following properties:

Name Description
Url The destination site.
Target Open in current tab, This Window or new tab, New Window.

Apply Rolling Syntax/View State Default#

If a view state has rolling syntax, this action updates the view states's value using the rolling syntax. Otherwise, it updates the view state's value with the value specified in the view state's Default attribute.

Apply Rolling Syntax

Set the following property:

Name Description
View State The View State containing the rolling syntax.

For example:

  • Create a view state called tomorrow with rolling syntax set to NOW+24:00 Setup view state

  • Add a Date Picker component to a Dashboard and set its Selected Date to the tomorrow view state. This shows the current value of the view state and allows you to change it. Set Selected Date

  • Add a Button component to a dashboard and add an Action so that the tomorrow view state is updated using the rolling syntax every time the button is clicked.

    Setup action

  • Switch to Preview mode and click the Button. Every time the button is clicked it either applies the rolling syntax to the view state's value or it resets the value of the view state using its default value when there is no rolling syntax.

    Preview Action

Component configuration#

The following sections describe component specific actions for:

Canvas Chart#

Canvas chart actions include Trigger Action and Source Column

Screenshot

Set the following properties:

Name Description
Trigger Action Select either Click or Hover as the event to trigger the action.
Source Column For view state mapping, determine which value is mapped; either , ** or from the data source.

Data Grid & Pivot Grid#

Actions for data grid include Trigger Column and Trigger Action.

Screenshot

Set the following properties:

Name Description
Trigger Column Column on which Trigger Action executes the action
Trigger Action Select one of the following as the event to trigger the action; mouse in, mouse out, click, double click, right click or hover.

Only view state mapping is tied to Actions; opening dashboards and URLs is done by buttons.

Pie Chart#

Set the following properties:

Name Description
Source For view state mapping, determine which value is mapped from the data source

Upload#

Set the following properties:

Name Description
Trigger Action Select the event to trigger the action;
Click, Double click or Hover

Action execution#

Actions are run in their listed order with the exception of navigation actions which are executed last irrespective of their position in the sequence. If there is more than one navigation action, then only the last of those navigation actions is executed.

While actions are run in order, each action does not require the prior one to finish before starting the next action.

Further Reading#