Configure panel element's action

Configuring actions for text, image and button element in a panel

You can associate an action to each dashboard element to add interactivity. The different types of actions that you can associate to an element include:

To associate an Open url action to an element of a panel:

  1. Click to select a text, image or button element to associate the open url action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open url.
  4. In the Url section, specify a URL to be opened.
  5. In the Open in section, choose between: 
    • New window: Opens the associated resource in a new window.
    • Same window: Opens the associated resource in the same window.
    • Popup: Opens the associated resource in a popup window.

To associate an Open form action to an element of a panel:

  1. Click to select a text, image or button element to associate the open form action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open form.
  4. In the Select Form section, select the form to be opened. The list shows all the forms in the current application you are working in.
    • To choose a form in another application:  Click the Change App option. 
    • In the Application popup, select the application that holds the form to be embedded. Click Done.
    • In the slider menu on the right, under the Form section select the form to be opened.
  5. Under the Query parameters section, enter a parameter.
  6. In the Open in section, choose between: 
    • New window: Opens the associated form in a new window.
    • Same window: Opens the associated form in the same window.
    • Popup: Opens the associated form in a popup window.

To associate an Open report action to an element of a panel:

  1. Click to select a text, image or button element to associate the open report action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open report.
  4. In the Select Report section, select the report to be opened. The list shows all the reports in the current application you are working in.
    • To choose a report in another application, Click the Change App option. 
    • In the Application popup, select the application that holds the report to be embedded. Click Done.
    • In the slider menu on the right, under the Report section select the report to be opened.
  5. Under the Query parameters section, enter a parameter.
  6. In the Open in section, choose between: 
    • New window: Opens the associated report in a new window.
    • Same window: Opens the associated report in the same window.
    • Popup: Opens the associated report in a popup window.

To associate an Open page action to an element of a panel:

  1. Click to select a text, image or button element to associate the open page action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open page.
  4. In the Select Page section, select the page to be opened. The list shows all the pages in the current application you are working in.
    • To choose a page in another application, Click the Change App option. 
    • In the Application popup, select the application that holds the page to be embedded. Click Done.
    • In the slider menu on the right, under the Page section select the page to be opened.
  5. Under the Query parameters section, enter a parameter.
  6. In the Open in section, choose between: 
    • New window: Opens the associated page in a new window.
    • Same window: Opens the associated page in the same window.
    • Popup: Opens the associated page in a popup window.

To associate an Execute function action to an element of a panel:

  1. Click to select a text, image or button element to associate the execute function action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Execute function.
  4. In the Select function section, select the custom function to be executed. The list shows all the custom functions in the current application you are working in.
    • To choose custom function in another application, Click the Change App option. 
    • In the Application popup, select the application that holds the custom function to be executed. Click Done.
    • In the slider menu on the right, under the Function section select the page to be opened.
  5. If your custom function has arguments defined, you can pass a value for it. 
  6. Enter a Success message to be returned on the successful execution of the function.

To remove any action associated with an element of a panel:

  1. Click to select a text, image or button element to remove it's associated action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Execute None.

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