Appboard/2.4/builder/widgets/actions: Difference between revisions

imported>David.moore
imported>Jason.nicholls
 
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== How To Create an Action in a Widget ==
== Managing Actions ==


Perform the following steps to configure an Action in a Widget:
Accessing the actions associated with a widget can be performed in two ways:


# Log in to AppBoard Builder as an administrator.
# In the Builder by selecting the Actions icon (lightning bolt) in the widget title bar.
# Go to the Actions panel in the Widget Wizard:
# Using the ''Widgets'' Builder Mode, selecting a widget, and clicking the Actions button.
#* ''Method 1'':
 
#*# In the <b>Builder Modes</b> panel, select '''Widgets'''.  The '''Widgets''' panel is displayed.
With the ''Widget Actions'' dialog open you can:
#*# Select a Widget and then click '''Actions''' to display the Actions panel for that Widget.
 
#* ''Method 2'':
* use the ''Click'' or ''Hover'' buttons to manage mouse-click or mouse-hover actions.
#*# In the <b>Builder Modes</b> panel, select <b>Builder</b> and locate the appropriate Widget in which you will create the Action.
* use the ''Add Action'' button to add a new action
#*# Click the lightning bolt icon in the header bar of the Widget to display the Actions panel for that Widget.
* edit action configuration for existing actions
# Click <b>Add Action</b>
** The ''Name'' field is information only, please set to something descriptive.
# Select the appropriate Action. See the table above for a brief summary of each Action.
** For details on configuring individual actions refer to the tables above.
# Configure the Action. Each Action will have different elements that are required.
** For details on configuring action filtering see the section below.
# Click <b>Close</b> to save the changes to the Action and the Widget.
* delete an existing action using the red X icon associated with that action.
 
[[File:appboard-2.4-widget-actions.png|frame|center|Widget Actions configuration dialog]]
 
=== Action Filtering ===
Not only does clicking or hovering on something allow you to perform actions in context, but the context can also be used to determine what actions to fire. This provides a powerful mechanism to do different things depending on what the user has selected.
 
For example, take a visualization which presents regional locations, main offices, and data centers all on the same map. If the location type information is available within the data collection then this can be used to drive visualization filters to visually indicate the difference between locations, and an administrator can configure actions to fire based on the location type too. Such as each location type taking the end-user to a ''different'' drill-down board based on that type.
 
[[File:appboard-2.4-widget-action-filtering.png|frame|center|Action filtering enabled]]
 
The line below the action name that begins with ''On selection of ...'' is used to configure action filtering. By default this is set to ''any'', which means the action will fire on any selection. To enable action filtering:
 
# Change the ''On selection of'' preference to ''specific''.
# Click the ''Filter'' button to manage the filter conditions. Using the (action) Filter Editor is just as with the Icon, Color, and Status Shape filters. Build out one or more rules that will determine whether the action will fire.
 
If multiple actions need to fire using the same conditions it can become cumbersome to set up action filters on each action. Instead, use ''Bundled Actions''. That way just the bundle action itself needs to have an action filter configured and all actions within the bundle will fire.

Latest revision as of 12:06, 15 December 2014

BoardFlow.png

In addition to visualizing data, Widgets allow you to configure "Actions". For example, you can contextually Filter one widget based on a selection in another, or you can Drill Down into a child board that shows details based on an item selected in the parent. The key is knowing that when you click on a Widget, you are actually clicking on the piece of data that is being represented by the Widget. Actions allow you to use this piece of data as context to alter client or server side filters for any Data Collection inside AppBoard. This flexibility allows for extremely powerful interactions.


This section lists the Actions that you can configure in a Widget, with links to additional information on the individual Actions.


AppBoard Actions

AppBoard provides Actions that can be triggered either by Mouse Click or Mouse Hover. The following Actions are available:


On Mouse Click

Action Description
Do Nothing Do not perform any Actions.
Apply a Filter to a Data Collection Apply a Filter to a Data Collection.
Apply a Server Side Filter to a Data Collection Apply a Server Side Filter to a Data Collection.
Bundled Actions Implement multiple Actions as a result of a single User request.
Change Diagram Context Change a Diagrammer Widget to use a specified Diagram Model.
Clear Sort Clear a user's client-side sorting on a widget and revert to the sort order of the data collection or the widget configuration.
Copy to Clipboard Copies context specific information into the system clipboard.
Focus on Widget Change the focus of the application to a specific Widget.
Launch URL Load and display a pre-configured piece of web content.
Refresh a Data Collection Update a Data Collection to the latest data in the server cache.
Set Widget Selection Set the selected item in a Widget based on an event or selection in another Widget.
Show Actions Menu Provide a list of Actions for the User to choose from.
Show Data Tip Display a pop-up that lists selected fields and values for a record.
Show Record Details Window Display a window that lists every field and value for a selected record.
Show Widget Display a specific Widget inside of a Stacked Widget container.
Switch to a Board Drill down the display to show a different Board.
Topology Drill Down Click in one Widget and then invoke a drill down operation in another (Topology) Widget.
Write Static Value Write a value for a specific field back to the data on the AppBoard server.

On Mouse Hover

Action Description
Set Widget Selection Set the selected item in a Widget based on an event or selection in another Widget.
Show Data Tip Display a pop-up that lists selected fields and values for a record.


Managing Actions

Accessing the actions associated with a widget can be performed in two ways:

  1. In the Builder by selecting the Actions icon (lightning bolt) in the widget title bar.
  2. Using the Widgets Builder Mode, selecting a widget, and clicking the Actions button.

With the Widget Actions dialog open you can:

  • use the Click or Hover buttons to manage mouse-click or mouse-hover actions.
  • use the Add Action button to add a new action
  • edit action configuration for existing actions
    • The Name field is information only, please set to something descriptive.
    • For details on configuring individual actions refer to the tables above.
    • For details on configuring action filtering see the section below.
  • delete an existing action using the red X icon associated with that action.
Widget Actions configuration dialog

Action Filtering

Not only does clicking or hovering on something allow you to perform actions in context, but the context can also be used to determine what actions to fire. This provides a powerful mechanism to do different things depending on what the user has selected.

For example, take a visualization which presents regional locations, main offices, and data centers all on the same map. If the location type information is available within the data collection then this can be used to drive visualization filters to visually indicate the difference between locations, and an administrator can configure actions to fire based on the location type too. Such as each location type taking the end-user to a different drill-down board based on that type.

Action filtering enabled

The line below the action name that begins with On selection of ... is used to configure action filtering. By default this is set to any, which means the action will fire on any selection. To enable action filtering:

  1. Change the On selection of preference to specific.
  2. Click the Filter button to manage the filter conditions. Using the (action) Filter Editor is just as with the Icon, Color, and Status Shape filters. Build out one or more rules that will determine whether the action will fire.

If multiple actions need to fire using the same conditions it can become cumbersome to set up action filters on each action. Instead, use Bundled Actions. That way just the bundle action itself needs to have an action filter configured and all actions within the bundle will fire.