Appboard/old/actions/switch to a board - Revision history

imported>Jason.nicholls: /* Drill-Down to a Board with a Filtered Data Collection */

2014-07-17T15:32:59Z

Drill-Down to a Board with a Filtered Data Collection

← Older revision		Revision as of 15:32, 17 July 2014
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	Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.		Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.

	One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[~~Action_Apply_a_Filter_to_a_Data_Collection~~\|Filtering Collections Action]].		One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[appboard/old/actions/client_side_filter\|Filtering Collections Action]].


	===Drill-Down to a Board Using an Association===		===Drill-Down to a Board Using an Association===

imported>Jason.nicholls: /* How to add an Action to a Widget */

2014-07-17T04:12:32Z

How to add an Action to a Widget

← Older revision		Revision as of 04:12, 17 July 2014
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	== How to add an Action to a Widget ==		== How to add an Action to a Widget ==

	For instructions on adding an Action to a Widget, see the general instructions in [[~~Actions~~#How_To_Create_an_Action_in_a_Widget\|How To Create an Action in a Widget]].		For instructions on adding an Action to a Widget, see the general instructions in [[appboard/old/actions#How_To_Create_an_Action_in_a_Widget\|How To Create an Action in a Widget]].

	== How To Configure a Switch To A Board Action ==		== How To Configure a Switch To A Board Action ==

imported>Jason.nicholls at 04:05, 17 July 2014

2014-07-17T04:05:54Z

← Older revision		Revision as of 04:05, 17 July 2014
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			{{DISPLAYTITLE:Switch to a Board Action}}
			[[Category:AppBoard old]]
	The "Switch To A Board" Action drills down the AppBoard display to show a different Board. This Action is typically used when a User wishes to see more granular details related to an item on a Top-Level Board. By clicking on a specific data element, that element's value often drives the filtering of the data in the subsequent Board. For example, you may have a Table Widget showing a list of trouble tickets. You may want to configure a drill-down action on that Table Widget. When you click the row for a particular ticket, you may want to see a Child Board with additional details about that trouble ticket.		The "Switch To A Board" Action drills down the AppBoard display to show a different Board. This Action is typically used when a User wishes to see more granular details related to an item on a Top-Level Board. By clicking on a specific data element, that element's value often drives the filtering of the data in the subsequent Board. For example, you may have a Table Widget showing a list of trouble tickets. You may want to configure a drill-down action on that Table Widget. When you click the row for a particular ticket, you may want to see a Child Board with additional details about that trouble ticket.

imported>Jason.nicholls: moved Action Switch To A Board to appboard/old/actions/switch to a board

2014-07-17T04:04:50Z

moved Action Switch To A Board to appboard/old/actions/switch to a board

← Older revision	Revision as of 04:04, 17 July 2014
(No difference)

imported>Jason.nicholls: /* Drill-Down Using a Server-side Query */

2014-07-17T03:49:28Z

Drill-Down Using a Server-side Query

← Older revision		Revision as of 03:49, 17 July 2014
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	===Drill-Down Using a Server-side Query===		===Drill-Down Using a Server-side Query===

	A property of a Widget can be used to apply a server-side query and drill-down to another component. For more details on this technique, see the article on [[~~AppBoard_Server-Side_Queries~~\|AppBoard Server-side Queries]].		A property of a Widget can be used to apply a server-side query and drill-down to another component. For more details on this technique, see the article on [[appboard/old/server_side_queries\|AppBoard Server-side Queries]].

imported>Jason.nicholls: /* Drill-Down to a Board Using an Association */

2014-07-17T03:46:43Z

Drill-Down to a Board Using an Association

← Older revision		Revision as of 03:46, 17 July 2014
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	===Drill-Down to a Board Using an Association===		===Drill-Down to a Board Using an Association===

	Another method to drill-down to a Widget with information associated to a selected item is by using Associations. For more information about this approach, see [[~~AppBoard_Associations~~\|AppBoard Associations]].		Another method to drill-down to a Widget with information associated to a selected item is by using Associations. For more information about this approach, see [[appboard/old/associations\|AppBoard Associations]].


	===Drill-Down Using a Server-side Query===		===Drill-Down Using a Server-side Query===

	A property of a Widget can be used to apply a server-side query and drill-down to another component. For more details on this technique, see the article on [[AppBoard_Server-Side_Queries\|AppBoard Server-side Queries]].		A property of a Widget can be used to apply a server-side query and drill-down to another component. For more details on this technique, see the article on [[AppBoard_Server-Side_Queries\|AppBoard Server-side Queries]].

imported>Mike.berman: fix link

2012-05-09T16:52:11Z

fix link

← Older revision		Revision as of 16:52, 9 May 2012
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	Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.		Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.

	One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[~~Filtering_Collections_in_AppBoard~~\|Filtering Collections ~~in AppBoard~~]].		One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[Action_Apply_a_Filter_to_a_Data_Collection\|Filtering Collections Action]].

imported>Mike.berman: add note about context of board list

2012-05-09T16:50:25Z

add note about context of board list

imported>Cmace: edited filtering collections link

2012-05-01T16:01:17Z

edited filtering collections link

← Older revision		Revision as of 16:01, 1 May 2012
Line 65:		Line 65:
	Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.		Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.

	One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[~~Filtering_Collections_in_AppBoard~~\|Filtering Collections ~~in AppBoard~~]].		One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[Action_Apply_a_Filter_to_a_Data_Collection\|Filtering Collections Action]].

imported>Mike.berman at 16:16, 9 March 2012

2012-03-09T16:16:58Z

← Older revision		Revision as of 16:16, 9 March 2012
Line 5:		Line 5:

	For instructions on adding an Action to a Widget, see the general instructions in [[Actions#How_To_Create_an_Action_in_a_Widget\|How To Create an Action in a Widget]].		For instructions on adding an Action to a Widget, see the general instructions in [[Actions#How_To_Create_an_Action_in_a_Widget\|How To Create an Action in a Widget]].


	== How To Configure a Switch To A Board Action ==		== How To Configure a Switch To A Board Action ==

← Older revision		Revision as of 16:50, 9 May 2012
Line 5:		Line 5:

	For instructions on adding an Action to a Widget, see the general instructions in [[Actions#How_To_Create_an_Action_in_a_Widget\|How To Create an Action in a Widget]].		For instructions on adding an Action to a Widget, see the general instructions in [[Actions#How_To_Create_an_Action_in_a_Widget\|How To Create an Action in a Widget]].


	== How To Configure a Switch To A Board Action ==		== How To Configure a Switch To A Board Action ==
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	#### Click <b>Finish</b> to save the Filter settings.		#### Click <b>Finish</b> to save the Filter settings.
	### Select the Data Source name. When the Widget is run, selection of data in this Data Source will trigger the Action.		### Select the Data Source name. When the Widget is run, selection of data in this Data Source will trigger the Action.
	## <b>Board</b>: Select the name of the Board to switch to. For convenience, an <b>Add Board</b> button is provided if you need to create the Board that will be switched to.		## <b>Board</b>: Select the name of the Board to switch to.
			##* For convenience, an <b>Add Board</b> button is provided if you need to create the Board that will be switched to.
			##* Note: It may appear that some Boards are not listed in the drop-down selector. Boards are filtered based on their defined context and the object selected when triggering the switch to board action.
	## <b>Use Context Label Field</b>: Check the box if a context label should be used, and if so, select the field to use for the context label.		## <b>Use Context Label Field</b>: Check the box if a context label should be used, and if so, select the field to use for the context label.
	### The context type cannot be changed after the board is created. The context type gives the Board the option to present data collected from associations based of the context type. This gives the Widgets on the Board extra Data Collections to use that are automatically derived from the data that was used to switch to the target Board.		### The context type cannot be changed after the board is created. The context type gives the Board the option to present data collected from associations based of the context type. This gives the Widgets on the Board extra Data Collections to use that are automatically derived from the data that was used to switch to the target Board.
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	Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.		Although the Record Details window can provide insight into the raw data, in most cases you will want to drill-down to other Widgets containing data that is collected in a way that is meaningful to the user. In this case, the Action you define on a Widget must tell AppBoard the name of the new Widget and/or Board to be launched, as well as define the collection of data to be provided to that new Widget.

	One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[~~Action_Apply_a_Filter_to_a_Data_Collection~~\|Filtering Collections ~~Action~~]].		One method to drill-down to a Widget with information associated to a selected item is by applying a client-side filter. For more information about this approach, see [[Filtering_Collections_in_AppBoard\|Filtering Collections in AppBoard]].