Display Actions - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The Display Actions tab of the Properties dialog box allows you to add or remove items from the Actions right-click menu for reports.

The configured display actions are available from the Actions right-click menu of configured report items and allow users viewing the report to use the report to perform the configured actions outside of Reporting Dashboards, such as opening a specific document in OnBase.

Note:

If the report does not contain the value required to perform the configured display action, that action is disabled in the right-click menu.

To remove configured display actions from the report, select the action to remove in the Display actions pane and click Remove. You are not prompted to confirm this action.

To add display actions to the report:

  1. Click Add. The Edit Display Action dialog box is displayed.
    Note:

    Each display action is configured for a single column in a report. To configure the same display action for multiple columns, that display action must be added and configured for each column individually.

  2. Select an action from the Action Type drop-down list. This is the underlying event that occurs when a user selects the configured action, such as opening a document.
    Note:

    If Display Document is configured as the Action Type for a Document Type that a user does not have rights to access, that user will only be able to see the metadata for the document but not the document itself.

  3. Enter a Display Caption in the field provided. This is how the action is labeled in the right-click Actions menu. The caption should be short and concise and describe what will occur. For example, Display Document or Open Workflow Queue.
  4. Select an Event Data option that represents the data required to perform the configured event, such as a document ID that is used to open a specific document.

    One or more Event Data drop-down lists are displayed when an action type is selected. These drop-down lists are populated with both hidden and non-hidden data items configured for the dashboard item that represent a dimension (not a measure) on the report.

    Note:

    If the Event Data option selected does not contain the value required to perform the configured action, that action is disabled in the right-click menu.

    For example, to open a specific document using the Display Document action type is selected, a unique document identifier such as Document ID should be used. Because of this, the Document ID must be included as a display column within the report and the data provider:

  5. Click OK at the Edit Display Action dialog box.
  6. Click OK to save your changes and close the Properties dialog box.

To remove display actions from the report, select the action to remove in the Display actions pane and click Remove. You are not prompted to confirm this action.

To move a display action up or down in the list, select it and click the corresponding arrow in the lower right corner of the dialog box.

Display actions that are available for a specific report are displayed to users in the right-click menu in the same order as they are displayed in the Display actions list in this dialog box.

Note:

If the report does not contain the value required to perform the configured display action, that action is disabled in the right-click menu.

Click OK to save your changes and close the Properties dialog box.