Appboard/old/actions

Revision as of 18:46, 19 March 2012 by imported>Mike.berman (activate focus on widget link)

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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 the following Actions:


AppBoard Actions
Name of Action
Description
Write Static Value Write a value for a specific field back to the data on the AppBoard server.
Switch to a Board Drill down the display to show a different Board.
Show Record Details Window Display a window that lists every field and value for a selected record.
Show Actions Menu Provide a list of Actions for the User to choose from.
Set Widget Selection Set the selected item in a Widget based on an event or selection in another Widget.
Refresh a Data Collection Update a Data Collection to the latest data in the server cache.
Launch a URL Load and display a pre-configured piece of web content.
Focus on Widget Change the focus of the application to a specific Widget.
Do Nothing Do not perform any Actions.
Change Diagram Context Change a Diagrammer Widget to use a specified Diagram Model.
Bundled Actions Implement multiple Actions as a result of a single User request.
Apply Context to a Data Collection Apply Context to a Data Collection.
Apply a Server Side Filter to a Data Collection Apply a Server Side Filter to a Data Collection.
Apply a Filter to a Data Collection Apply a Filter to a Data Collection.


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.


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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.