Appboard/old/widgets/quick action - Revision history

imported>Jason.nicholls at 14:15, 17 July 2014

2014-07-17T14:15:30Z

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			{{DISPLAYTITLE:Quick Action Widget}}
			[[Category:AppBoard old]]
	The Quick Action Widget provides a simple mechanism for filtering Data Collections, and is designed to provide contextual filtering for other Widgets on a Board.		The Quick Action Widget provides a simple mechanism for filtering Data Collections, and is designed to provide contextual filtering for other Widgets on a Board.

imported>Jason.nicholls: moved Quick Action Widget to appboard/old/widgets/quick action

2014-07-17T14:14:56Z

moved Quick Action Widget to appboard/old/widgets/quick action

← Older revision	Revision as of 14:14, 17 July 2014
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imported>Jason.nicholls: /* How To Create a Quick Action Widget */

2014-07-17T07:04:46Z

How To Create a Quick Action Widget

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	For instructions on creating a Widget, see the general instructions in [[~~Widgets~~#Adding_Widgets\|Adding Widgets]]. The <b>Quick Action</b> Widget type is located under the <b>System</b> category on the Widget selection screen.		For instructions on creating a Widget, see the general instructions in [[appboard/old/widgets#Adding_Widgets\|Adding Widgets]]. The <b>Quick Action</b> Widget type is located under the <b>System</b> category on the Widget selection screen.


	== How To Configure a Quick Action Widget ==		== How To Configure a Quick Action Widget ==

imported>Jason.nicholls: /* How To Configure a Quick Action Widget */

2014-07-17T04:17:38Z

How To Configure a Quick Action Widget

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	#** Select "On Startup" If you want the initial selection to act as a pre-filter for the Widgets on a Board.		#** Select "On Startup" If you want the initial selection to act as a pre-filter for the Widgets on a Board.
	#** Select "On Selection" to show all available data initially. This option forces an explicit selection before applying filters to data.		#** Select "On Selection" to show all available data initially. This option forces an explicit selection before applying filters to data.
	# Provide additional configuration on the <b>Options</b> tab. For details on the available Options, see [[~~Options~~\|Options]].		# Provide additional configuration on the <b>Options</b> tab. For details on the available Options, see [[appboard/old/options\|Options]].
	# Click <b>Next</b> to proceed to the <b>Actions</b> tab.		# Click <b>Next</b> to proceed to the <b>Actions</b> tab.
	# Click <b>Add Event Action</b> to configure one or more [[~~Actions~~\|Actions]] to be invoked when a user clicks on the Quick Action Widget. The action will apply to the current data record being displayed.		# Click <b>Add Event Action</b> to configure one or more [[appboard/old/actions\|Actions]] to be invoked when a user clicks on the Quick Action Widget. The action will apply to the current data record being displayed.
	# Click <b>Finish</b>.		# Click <b>Finish</b>.
	# In the <b>Builder Modes</b> panel, select <b>Builder</b> and navigate to the appropriate Board to observe the new Quick Action Widget.		# In the <b>Builder Modes</b> panel, select <b>Builder</b> and navigate to the appropriate Board to observe the new Quick Action Widget.


	== Sample Data ==		== Sample Data ==

imported>Cmace: copied from internalwiki

2012-06-12T03:16:56Z

copied from internalwiki

New page

The Quick Action Widget provides a simple mechanism for filtering Data Collections, and is designed to provide contextual filtering for other Widgets on a Board.

[[Image:QuickActionWidget.png|thumb|center|700px|A Sample Quick Action Widget]]

== How To Create a Quick Action Widget ==

For instructions on creating a Widget, see the general instructions in [[Widgets#Adding_Widgets|Adding Widgets]]. The Quick Action Widget type is located under the System category on the Widget selection screen.

== How To Configure a Quick Action Widget ==

# Follow the instructions above to create the basic "Quick Action" Widget.
# Enter the following information on the Data tab:
#* Data collection: Select the name of the Data Collection that will provide the data to be displayed in the Quick Action.
#: Note: For convenience, buttons are provided for Adding, Editing, or Previewing a Data Collection.
#* Label Field: Select the field in the Data Collection which contains the values that will populate the Quick Action's drop down menu.
#* Startup Selection: This setting allows a value from the "Label Field" to act as an initial selection, pre-filtering the data displayed when first arriving on a board.
#** First Value & Last Value: These settings will use either the first or last value in the data set as the initial selection. Use these settings if the values in the Label Field change frequently.
#** Specific Value: This setting lets the Widget designer fix the initial selection based on a value that is available in the Data Collection at the time of configuration. This works well if the values are fairly static. However, If the values in the dataset change, then it is recommended to use First or Last Value, in conjunction with a sort, to provide the initial selection.
#* Initialize Action: This setting determines when the Actions associated with the Quick Action widget will fire.
#** Select "On Startup" If you want the initial selection to act as a pre-filter for the Widgets on a Board.
#** Select "On Selection" to show all available data initially. This option forces an explicit selection before applying filters to data.
# Provide additional configuration on the Options tab. For details on the available Options, see [[Options|Options]].
# Click Next to proceed to the Actions tab.
# Click Add Event Action to configure one or more [[Actions|Actions]] to be invoked when a user clicks on the Quick Action Widget. The action will apply to the current data record being displayed.
# Click Finish.
# In the Builder Modes panel, select Builder and navigate to the appropriate Board to observe the new Quick Action Widget.

== Sample Data ==

Perform the following steps to create a Quick Filter using sample data provided with Appboard:

# Follow the instruction on the [[Sample_Chart_Data|Sample Chart Data]] page to create sample Data Collections.
# Select any of the Data Collections to use as the Data Collection for the Quick Filter.
# Select any field in the Data Collection to use as the Label Field for the Use this setting.