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Actions Overview

Actions are used to add interactivity to visualizations on a page. Actions are activated using supported click and/or hover gestures. Each of these gestures can be configured to handle multiple Actions, and when multiple Actions are configured an end-user will be prompted with a context menu. Context menus allow an end-user to select which one of the configured Actions should be used.  An example would be multiple Switch to Page Actions configured to a single click gesture. In this scenario, a click gesture will reveal a context menu containing a list of the target pages, and the end-user will be able to choose which page they would like to switch to.

Supported Click Actions

Actions Description
Copy To Clipboard Enables you to copy data to the system clipboard
Launch URL Enables you to launch a new URL
Server Action Enables you to change values in the source dataset
Set Page Variable Enables you to set the value of a page variable. This action is commonly used to filter the data
Show Record Details Enables you to display a window that lists every attribute and value for a selected record
Show Visualization Enables you to target a stacked visualization, and bring a specific visualization to the top of the stack
Switch To Page Enables you to change the display to show a different page in the system

Supported Hover Actions

  • Tooltip – Enables you to display a pop-up that lists selected attributes and values for a selected record.

Adding an Action

To add an Action, click the Edit button in the breadcrumb bar to enter the Edit mode for a page.

Edit mode will enable additional options for each visualization. You can expose these options by clicking the three dots (gear icon in earlier versions) in the upper right corner of a visualization.

  • Click the three dots (or icon in earlier edgeCore versions) on a visualization.
  • Select the Edit Actions option to open the Manage Actions dialog.

Manage Actions

The Manage Actions dialog shows all Actions configured for the associated visualization. If this is a new visualization, and no Actions have been configured yet, then the list will be empty.

  • Click the   icon in the footer to add a new Action.
  • Select the event type to use for the Action.
  • Drag the action number to rearrange the order of the actions as they appear on the action menu when there is more than one action.

The example below shows a Hover event that will trigger the Tooltip Action.

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