- Release notes
- Getting started
- Installation
- Configuration
- Integrations
- Authentication
- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
- AppOne setup
- TemplateOne 1.0.0 menus and dashboards
- TemplateOne 1.0.0 setup
- TemplateOne menus and fashboards
- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
- Adding process specific Due dates to the SAP Connector for AppOne
- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
- Adding entities to the SAP Connector for AppOne
- SAP Order to Cash Connector for AppOne
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
- SAP Connector for Order-to-Cash Discovery Accelerator
- Superadmin
- Dashboards and charts
- Tables and table items
- Application integrity
- How to ....
- Working with SQL connectors
- Introduction to SQL connectors
- Setting up a SQL connector
- CData Sync extractions
- Running a SQL connector
- Editing transformations
- Releasing a SQL Connector
- Scheduling data extraction
- Structure of transformations
- Using SQL connectors for released apps
- Generating a cache with scripts
- Setting up a local test environment
- Separate development and production environments
- Useful resources
Actions
Actions can be triggered by end users to perform a set of steps. For example: going to a web page, navigating to other dashboards, changing filters, etc. Actions can be used to provide more interactivity in an app.
You can create for example an action which allows end users to go from one dashboard to another. Before creating an action to navigate to a dashboard, the ID of the target that is used to navigate to must be known.
Follow these steps to find the ID of the target dashboard.
Step |
Action |
---|---|
1 |
Open the app in you development environment and go to the Dashboards tab. |
2 |
Right click on the dashboard you want to navigate to from an action and select Edit.... |
The Edit Dashboard dialog is displayed, showing the properties of the dashboard. See illustration below.
Follow these steps to define an action.
Step |
Action |
---|---|
1 |
Go to the Chart tab. |
2 |
Right-click on the table in which you want to create an action and select New action.... |
3 |
Right click on the add-action panel and click New step - Go to dashboard. |
4 |
Enter the expression: dashboard(target-dashboard-ID) (where target-dashboard-ID should be replaced by the ID of the target dashboard).
|
5 |
Click on
expression next to Hint and enter a text to display when the user hovers over the action. For example 'Go to target dashboard' . (i.e. including the quotes).
Click on OK. |
6 |
Enter a name for the action and click on CLOSE. |
To use the action, it must be placed on a dashboard where the end user to click on it.
Follow these steps to use an action on a dashboard.
Step |
Action |
---|---|
1 |
Go to the Dashboards tab and select the dashboard on which you want to enable the action. |
2 |
Right click on the chart on which you want to place the action and select Edit.... |
3 |
Go to the Advanced tab in the Edit Dashboard Item dialog. |
4 |
Depending on where you want to put the icon click on
none next to Action under either
Right action or Left action and select the action you want to place on the dashboard. |
5 |
Click on the empty icon next to Icon and select the icon you want to display for the action from the drop-down list. See illustration below. |
6 |
Click on OK. |
The action is now available to the end user. See illustration below.
When the end user clicks on the action icon, the target dashboard will be displayed and a message is shown.
Besides internal navigation in the application, it is also possible to incorporate actions which link to external components.
Follow these steps to create an action to open a URL.
Step |
Action |
---|---|
1 |
Go to the Data tab and click on the
Globals table.
|
2 |
Right click on
Globals in the attributes list and select New action… .
|
3 |
Enter a name in the field Name. |
4 |
Click on
expression next to Hint and enter a text to display when the user hovers over the action. For example 'Open UiPath.com' (i.e. including the quotes)
Click on OK. |
5 |
Right click on the add-action panel and select New step - Open URL. |
6 |
Click on the
'https://example.com' expression and enter a valid URL for example
'https://uipath.com/' (i.e. including the quotes)
Click on OK and CLOSE. |
data-mv-onclick
HTML attribute an action can be specified to activate when an end user clicks on the specified HTML element. The HTML attribute
data-mv-onclick
has one argument: the UID of an action. Similar to the default attribute in a selector, the UID of an action can be determined with uid(ID_OF_ACTION)
.
Follow these steps to use an action on an HTML panel.
Step |
Action |
---|---|
1 |
Create a new dashboard with an HTML panel. |
2 |
Go to HTML tab and click on
expression next to Expression in the General panel.
|
3 |
Enter an expression to define the
data-mv-onclick HTML attribute. See example below.
|
4 |
Click on OK. |
<<<<
<div
data-mv-onclick=">>>> + uid(Go_to_target_dashboard) + <<<<"
>
Click to go to target dashboard.
</div>
>>>>
<<<<
<div
data-mv-onclick=">>>> + uid(Go_to_target_dashboard) + <<<<"
>
Click to go to target dashboard.
</div>
>>>>
This creates an HTML panel that, when clicked, triggers the action Go_to_target_dashboard.