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Component-Context Actions

The following actions are available when using the designated components, typically within a sub-element. These actions represent functionality that can only occur in a specific component's context—working directly row or field data.

These actions are typically not abstractable in the same way as component actions available through Run component action. Because of this, many only appear when you select a relevent component in the canvas. In the action list dropdown, they appear under a category heading that indicates the actual component type (like Table actions ).

Chart Actions

Drilldown

Note:  Only available if a drilldown has been added to the component.

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

Note:  Only available if a drilldown has been added to the component.

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

Note:  Only available if a drilldown has been added to the component.

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

Note:  Some actions are also available by using Run component action

Go to page

Navigates to the Target page in the component.

  • Target page:
    • First page
    • Last page
    • Previous page
    • Next page

Open all drawers

Opens drawers for all rows in the selected List.

Close all drawers

Closes drawers for all rows in the selected List.

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

Open/Close a drawer

Note:  This option is only available for row 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.

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

Note:  Also available by using Run component action.

Navigate to step

Navigate users to a specific step in the Wizard component.

Most useful if a list of actions requires a user be taken to a specific step, for example if a branch formula determines a user should proceed to an alternate area of the Wizard.

  • Step ID: The ID of the step to navigate the end user to. Compatible with merge syntax.

Navigate to previous step

Navigate users to the previous step in the Wizard component.

This works for general purpose Previous button actions without requiring a specific step ID, as with the Navigate to Step action.

Navigate to next step

Navigate users to the next step in the Wizard component.

This works for general purpose Next button actions without requiring a specific step ID, as with the Navigate to Step action.

Change layout

Used to alter the layout of the selected Wizard, which is initially set in the component's General properties.

When a Wizard's layout is changed, the user remains on their current step, but the position of the step's content, as well as any enabled step/progress indicators, will shift.

  • Layout: Determines the layout to switch the selected Wizard to.
    • Toggle: Switches the Wizard to the opposite layout of what it's currently set to, e.g. Horizontal > Vertical or vice versa.
    • Vertical: Switches the Wizard to the vertical layout. If the Wizard is already in a vertical layout, there is no effect.
    • Horizontal: Switches the Wizard to the horizontal layout. If the Wizard is already in a horizontal layout, there is no effect.