Appboard/old/actions: Difference between revisions

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{{DISPLAYTITLE:Actions}}
[[Category:AppBoard old]]
[[image:BoardFlow.png]]
[[image:BoardFlow.png]]


In addition to just visualizing data, Widgets allow you to configure "Actions". For example, you can contextually [[Filtering_Collections_in_AppBoard|Filter]] one widget based on a selection in another, or you can [[Action_Switch_To_A_Board|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're actually clicking on the piece of data that's 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.
In addition to just visualizing data, Widgets allow you to configure "Actions". For example, you can contextually [[appboard/old/actions/client_side_filter|Filter]] one widget based on a selection in another, or you can [[appboard/old/actions/switch_to_a_board|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're actually clicking on the piece of data that's 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.




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== AppBoard Actions ==
== AppBoard Actions ==


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




{| class="wikitable" border="1" style="background-color:#eeeeee;"
=== Mouse Click ===
|+ align="bottom" style="color:#e76700;" |''AppBoard Actions''
 
{| class="wikitable"
|-
|-
| width=300 | <center><b>Name of Action</b></center>
! Name of Action
| <center><b>Description</b></center>
! Description
|-
|-
|[[Action_Write_Static_Value|Write Static Value]]
| [[appboard/old/actions/do_nothing|Do Nothing]]
| Write a value for a specific field back to the data on the AppBoard server.  
| Do not perform any Actions.
|-
|-
|[[Action_Switch_To_A_Board|Switch to a Board]]
| [[appboard/old/actions/client_side_filter|Apply a Filter to a Data Collection]]
| Drill down the display to show a different Board.  
| Apply a Filter to a Data Collection.
|-
|-
|[[Action_Show_Record_Details_Window|Show Record Details Window]]
| [[appboard/old/actions/server_side_filter|Apply a Server Side Filter to a Data Collection]]
| Display a window that lists every field and value for a selected record.
| Apply a Server Side Filter to a Data Collection.
|-
|-
|[[Action_Show_Actions_Menu|Show Actions Menu]]
| [[appboard/old/actions/bundled_actions|Bundled Actions]]
| Provide a list of Actions for the User to choose from.
| Implement multiple Actions as a result of a single User request.  
|-
|-
|[[Action_Set_Widget_Selection|Set Widget Selection]]
| [[appboard/old/actions/change_diagram_context|Change Diagram Context]]
| Set the selected item in a Widget based on an event or selection in another Widget.  
| Change a Diagrammer Widget to use a specified Diagram Model.  
|-
|-
|[[Action_Refresh_a_Data_Collection|Refresh a Data Collection]]
| [[appboard/old/actions/focus_on_widget|Focus on Widget]]
| Update a Data Collection to the latest data in the server cache.
| Change the focus of the application to a specific Widget.  
|-
|-
|[[Action_Launch_a_URL|Launch a URL]]
| [[appboard/old/actions/launch_url|Launch URL]]
| Load and display a pre-configured piece of web content.
| Load and display a pre-configured piece of web content.
|-
|-
|[[Action_Focus_on_Widget|Focus on Widget]]
| [[appboard/old/actions/refresh_data_collection|Refresh a Data Collection]]
| Change the focus of the application to a specific Widget.  
| Update a Data Collection to the latest data in the server cache.
|-
|-
|<!--[[Action_Do_Nothing|Do Nothing]]-->Do Nothing
| [[appboard/old/actions/set_widget_selection|Set Widget Selection]]
| Do not perform any Actions.  
| Set the selected item in a Widget based on an event or selection in another Widget.
|-
|-
|[[Action_Change_Diagram_Context|Change Diagram Context]]
| [[appboard/old/actions/show_actions_menu|Show Actions Menu]]
| Change a Diagrammer Widget to use a specified Diagram Model.  
| Provide a list of Actions for the User to choose from.
|-
|-
|[[Action_Bundled_Actions|Bundled Actions]]
| [[appboard/old/actions/show_data_tip|Show Data Tip]]
| Implement multiple Actions as a result of a single User request.
| Display a pop-up that lists selected fields and values for a record.
|-
|-
|<!--[[Action_Apply_Context_to_a_Data_Collection|Apply Context to a Data Collection]]-->Apply Context to a Data Collection
| [[appboard/old/actions/show_record_details|Show Record Details Window]]
| Apply Context to a Data Collection.  
| Display a window that lists every field and value for a selected record.
|-
|-
|<!--[[Action_Apply_a_Server_Side_Filter_to_a_Data_Collection|Apply a Server Side Filter to a Data Collection]]-->Apply a Server Side Filter to a Data Collection
| [[appboard/old/actions/switch_to_a_board|Switch to a Board]]
| Apply a Server Side Filter to a Data Collection.  
| Drill down the display to show a different Board.
|-
|-
|<!--[[Action_Apply_a_Filter_to_a_Data_Collection|Apply a Filter to a Data Collection]]-->Apply a Filter to a Data Collection
| [[appboard/old/actions/write_static_value|Write Static Value]]
| Apply a Filter to a Data Collection.  
| Write a value for a specific field back to the data on the AppBoard server.  
|-
|}
|}


===Mouse Hover===
{| class="wikitable"
|-
! Name of Action
! Description
|-
| [[appboard/old/actions/set_widget_selection|Set Widget Selection]]
| Set the selected item in a Widget based on an event or selection in another Widget.
|-
| [[appboard/old/actions/show_data_tip|Show Data Tip]]
| Display a pop-up that lists selected fields and values for a record.
|-
|}


== How To Create an Action in a Widget ==
== How To Create an Action in a Widget ==

Latest revision as of 15:54, 17 July 2014

BoardFlow.png

In addition to just 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're actually clicking on the piece of data that's 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:


Mouse Click

Name of 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.
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.
Switch to a Board Drill down the display to show a different Board.
Write Static Value Write a value for a specific field back to the data on the AppBoard server.

Mouse Hover

Name of 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.

How To Create an Action in a Widget

Perform the following steps to configure an Action in a Widget:

  1. Log in to AppBoard Builder as an administrator.
  2. Go to the Actions panel in the Widget Wizard:
    1. Method 1: Using the quick launch icon
      1. In the Builder Modes panel, select Builder and navigate to the appropriate Widget in which you will create the Action.
      2. Click the lightning bolt icon in the header bar of the Widget to display the Actions panel for that Widget.
    2. Method 2: Edit the Widget configuration
      1. In the Builder Modes panel, select Widgets.
      2. Locate the name of the Widget in which you will create the Action.
      3. Click to highlight the Widget.
      4. Click Edit to launch the Widget Wizard.
      5. Click Next until the Actions panel is displayed.
  3. Click Add Event Action
  4. Select the appropriate Action. See the section above for a brief summary of each Action.
  5. Configure the Action. Each Action will have different elements that are required.
  6. Click Finish to save the changes to the Action and the Widget.


Template-tip.png
In some cases, when you click on an item with no Action defined, AppBoard will provide the message: "No data action has been defined. Would you like to define one now?". You can click "Yes" to launch the Actions panel in the Widget Wizard. For example, clicking on a pin in a map with no action defined will trigger this message.