Actions

Overview #

Actions are used to add interactivity to visualizations on a page. Actions are activated using supported click and/or hover gestures. Each of these gestures can be configured to handle multiple Actions, and when multiple Actions are configured an end user will be prompted with a context menu. Context menus allow an end user to select which one of the configured Actions should be used.  An example would be multiple “Switch to Page” Actions configured to a single click gesture. In this scenario, a click gesture will reveal a context menu containing a list of the target pages, and an end user will be able to choose which page they would like to switch to.

Supported Click Actions #

Actions
Description
Launch URL Launch a new URL.
Server Action Change values in a source dataset.
Set Page Variable Set the value of a Page Variable. This Action is commonly used to filter data.
Show Record Details Display a window that lists every attribute and value for a selected record.
Show Visualization Target a Stacked Visualization, and bring a specific Visualization to the top of the stack.
Switch To Page Change the display to show a different page in the system.

Supported Hover Actions #

Actions
Description
Tooltip Display a pop-up that lists selected attributes and values for a selected record.

Adding an Action #

To add an Action, enter “Edit Mode” for a page. This is done by clicking on the Edit Mode button in the breadcrumb bar.

Edit mode will enable additional options for each visualization. You can expose these options by clicking on the gear icon in the upper right corner of a visualization.

  • Click the  icon on a visualization.
  • Select the Edit Actions option to open the “Manage Actions” dialog.

Manage Actions #

The Manage Actions dialog shows all Actions configured for the associated visualization. If this is a new visualization, and no Actions have been configured yet, then the list will be empty.

  • Click the    icon in the footer to add a new Action.
  • Select the event type to use for the Action.
  • Drag the action number to rearrange the order of the actions as they appear on the action menu when there is more than one action.

The example below shows a “Click Item” event defined that will trigger the “Show Record Details” Action.