Adding an Action Dropdown

The Action Dropdown allows the selection of the parameter value that will be used by the action.

Steps:

1.     After double-clicking or drawing a rectangle on the dashboard canvas, click  on the Select Part pane then click the Action Dropdown  icon.

The Action Dropdown pane is displayed, and the Action Dropdown part is added on the dashboard canvas.

For this example, the following parameters are defined:

Parameter Name	Type	Default Value
Ticker	Text	COST
Slider Value	Text	0

 

These parameters are used on the Title of the Line graph (e.g., Price History for {Ticker} with Slider Value = {Slider Value:0.00%}).

 

2.     The action dropdown can be configured to either be a Standalone or a Form component.

When set to Form, the action dropdown can be connected to any form controller on the same dashboard. The parameters that the action part can set depends on how the form is configured.

 

NOTE	An action form part must be defined first to associate the action dropdown as a component. Refer to Adding an Action Form more information.

 

A line connects the component to the associated form.

 

If the action dropdown should not be connected to a form, it can be set to Standalone instead. Select the Target Parameter that will be updated by this action part.

 

3.     Select the Data Table that will be the source of the Value Column and Title Column.

4.     Select a Value Column.

5.     Select a Title Column.

6.     For the Sorted Column, select either Value or Title. If you did not select a Title Column, the Sorting drop-down is disabled and the Value Column is automatically used for sorting.

7.     Optionally, specify a sorting mode for the values: Ascending, Descending, or None.

 

NOTE	The Sort order setting is based on “Sorting” + Value/Title drop-down and “Order” + Ascending/Descending.

 

8.     Enter the drop-down Title.

9.     Tap the Show Title slider to display the Title in the drop-down.

10.   Select the Label Position: Top or Left.

11.   Select the Selection Mode.

12.   Tap the Show Select All slider to allow selection of all items. Consequently, this causes an array of parameter values to be passed to the action or auto parameterization.

13.   Enter the Select All Value.

14.   Enter a description or useful information about the action drop down into the Tooltip box.

15.   Tap the Display in PDF slider to turn it on and include the action button in the output PDF.

16.     To set the style of the Action Dropdown, click Style .

The page updates to display the Style pane.

 

17.     Set the Font type, size, style (Bold and/or Italic) of the part and title.

18.     Click Update Style  and select any of the following options:

·         Set current as default – Save the changes and set it as the default.

·         Create custom style – Save the changes and set it as a custom style.

The Style pane updates to display the Title control.

 

¨        Enter the custom style Title.

¨        If there are additional changes made, click Update Current Style in the Update Style drop-down.

The new custom style is added in the Workbook > Theme > Custom Styles list.

 

If published, the custom style configuration of the Action Dropdown will be added to the Global custom styles list and can be applied to other parts.

·         Reset to default – Revert to the original default settings.

19.   Click the Save  icon on the toolbar to save the changes.

When saved, the  notification is displayed.