Component-Context Actions

The following actions are available when using the designated components, under a category heading that indicates the actual component name instead of “component-context action.”

  • Chart actions
  • Geochart actions
  • List actions
  • Table actions

Note

On-component features

Some of the actions listed below, such as Drilldown (available from the Add Drilldown feature on the Chart component) and Open/Close a drawer (available from the Display > Drawers > Enable Drawers in the Table components) also exist as on-component options. Using and configuring these features directly from the component is easy and provides sufficient functionality for most use cases.

However, there may be times when it is desirable to use an on-component feature in an action sequence, with other actions preceding or following the on-component action. In these cases, access the feature via the Action Framework.

Chart Actions

Drilldown

Drills down from the current chart to a separate Chart.

To add a Chart drilldown action to a Chart component, follow the instructions in Create a Chart Set, then add additional actions as needed.

Geochart Actions

Drilldown

Drills down from the current chart to a separate Geochart or Chart component.

To add a Geochart drilldown action to a Chart component, follow the instructions in Create a Chart Set, then add additional actions as needed.

Map drill in

Opens the next level of available detail in the map’s hierarchy. You can specify country-, state-, or county-level data for the drill in.

Note

If you have no actions specified on the Geochart series, the Map drill in will be available by default on the map.

List Actions

Open/Close a drawer

Note

This option is only available for row actions, not for mass actions.

You must have drawers enabled to access this action: Display tab > Drawers > Enable drawers.

Displays a closed drawer, or closes an open one.

  • Configure drawer: Opens drawer configuration window, where you build the drawer.
  • Drawer opened icon: The icon displayed when the drawer is open; end users click this to close the drawer.

Table actions

Note

This option is available for row actions.

You must have drawers enabled to access this action: Display tab > Drawers > Enable drawers.

Open/Close a drawer

Displays a closed drawer, or closes an open one.

  • Configure drawer: Opens drawer configuration window, where you build the drawer.
  • Drawer opened icon: The icon displayed when the drawer is open; end users click this to close the drawer.

Mass update rows

Note

This option is only available for mass actions.

Changes a single value in many rows simultaneously. When used as a Table mass action, allows the user to:

  1. Check boxes in the row header to select which rows are included in the mass update.

  2. Click the Table’s mass action button.

  3. In the Mass update dialog:

    • Select Edit on the field to mass update.
    • In the dropdown, select the desired value from the list available for that field.
  4. Apply those values to all checked records.

Toggle Row Mode

Changes the mode of the selected row.

  • Mode

    • Toggle: Alternates the row between edit and read modes.
    • Edit: Sets the row’s editing mode to edit, enabling end user input.
    • Read: Sets the row’s editing mode to read, disabling end user input.

Wizard actions

Used with Wizard buttons to navigate users to another step in the Wizard component.

  • Step ID: The name of the step to navigate the end user to. The format is lowercase and no spaces: step2.