Configure actions for elements

Actions are configured on the source element, which is the element that the user interacts with and triggers events. The way you configure the source and target elements on a dashboard determines the types of actions you can enable. When an action is available, it is listed on the Actions tab of the element's configuration.

To configure an action on an element, complete the following steps:

1. Hover over the element and click the Configure button .
2. Click the Actions tab.

   Note:

   When configuring a map element, there are two tabs related to actions: Map actions and Layer actions.

3. If the element supports multiple selections, choose either Single or Multiple for the selection mode.
4. Expand the section for the type of action you want to enable.

   For example, to enable a filter action, expand the Filter section.

5. Turn on the toggle button for the element or elements to target.

   Tip:

   When there are too many targets for a filter action, you can click the Show active button to only show the actions that are enabled.

6. Once the actions are enabled, click Done.
Only actions that are possible based on the element's configuration and the dashboard view are listed on the Actions tab. The sections below outline possible actions based on the configuration of the source and target elements. If a specific source-to-target pair is not listed, that type of interaction is not possible.

Map element

On the Map actions tab, you can configure the actions listed in the table below to occur in response to a change in the map's extent. The source map's extent is used when setting the extent of another map or applying a spatial filter to another type of target element. See Map for more information.

Source element	Possible action	Target element	Target subelement
Map	Set Extent	Map
	Filter (spatial) Tip: For public dashboards, ensure that the target layer is based on a map's/ scene's operational layer for best performance and accurate results.	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

Map extent filters for public dashboards

For publicly shared dashboards to perform and scale for high demand and large amounts of traffic, keep the following in mind when using map extent filters:

• Map layers should be visible when the dashboard loads. Ensure that the layer visibility is turned on in the map and is in the visible range.
• Target elements should have their data source based on a map's operational layer.
• Avoid targeting elements that have their data source based on a stand-alone layer, data expression, or a map's operational layer that is not visible on the map.

Note:

When a map extent filter does not follow these considerations, the resulting values on target elements may be approximated. Approximations can vary, as the filter calculates the value based on rendered features on the map.

Operational layer

On the Layer actions tab, you can configure the actions listed in the table below to occur in response to a change in selection in an operational layer.

Note:

Layer actions are not supported on map layers that have clustering or binning enabled.

Source element	Possible action	Target element	Target subelement
Operational layer	Flash	Map
	Filter (attribute or spatial) Note: When the source layer has the polygon geometry type, a spatial filter can be applied to the target element. Point and line features cannot be used to apply spatial filters.	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

List element

You can configure the actions listed in the following table to occur in response to a change to a list's selection:

Source element	Possible action	Target element	Target subelement
List	Zoom	Map
	Pan
	Flash
	Show Pop-up
	Follow feature
	Filter (attribute or spatial) Note: If a list is configured with a data source that is a feature layer rather than a table, the feature geometries are available and a spatial filter can be applied to the target element.	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

Serial and pie charts

When a serial or pie chart's source configuration option is categories from grouped values, you can configure the actions listed in the table below to occur in response to a change in the chart's selection.

Note:

When a serial chart's source configuration option is categories from fields, actions are not supported.

Source element	Possible action	Target element	Target subelement
Categories from Grouped Values Note: Zoom, pan, and flash actions are only available when the element's data source is based on an ArcGIS Online hosted feature layer. These actions are not available for serial charts when the Parse dates toggle button is enabled.	Zoom	Map
	Pan
	Flash
	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

Note:

Serial charts can parse data from many field types. When a date-based chart is configured to generate categories from grouped values, actions are only supported when the field being parsed is a date field type.

When a serial or pie chart's source configuration option is categories from features, you can configure the actions listed in the following table to occur in response to a change in the chart's selection:

Source element	Possible action	Target element	Target subelement
Categories from Features	Zoom	Map
	Pan
	Flash
	Show Pop-up
	Follow feature
	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

Table

When a table's configuration is based on grouped values, you can configure the actions in the following table to occur in response to a change in the table's selection:

Source element	Possible action	Target element	Target subelement
Table from Grouped Values Note: Zoom, pan, and flash actions are only available when the element's data source is based on an ArcGIS Online hosted feature layer.	Zoom	Map
	Pan
	Flash
	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

When a table's configuration is based on features, you can configure the actions listed in the following table to occur in response to a change in the table's selection:

Source element	Possible action	Target element	Target subelement
Table from Features	Zoom	Map
	Pan
	Flash
	Show Pop-up
	Follow feature
	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

Category selector

You can configure the actions listed in the following table to occur in response to a change in a category selector's value (a selection change event) when the source configuration option is categories from features:

Source element	Possible action	Target element	Target subelement
Categories from Features	Zoom	Map
	Pan
	Flash
	Show Pop-up
	Follow feature Note: Follow feature is only available on the desktop view.
	Filter (attribute or spatial) Note: When the source selector is configured for Categories from Features, the feature's geometry is available and a spatial filter can be applied to the target element.	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

You can configure the actions listed in the following table to occur in response to a change to a category selector's value (a selection change event) when the source configuration option is categories from grouped values or categories from defined values:

Source element	Possible action	Target element	Target subelement
Categories from Grouped Values or from Defined Values Note: Zoom, pan, and flash actions are only available when the element's data source is based on an ArcGIS Online hosted feature layer. These actions are not available for category selectors with categories from defined values.	Zoom	Map
	Pan
	Flash
	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

Number selectors

You can configure the actions listed in the following table to occur in response to a change to a number selector's value (a selection change event):

Source element	Possible action	Target element	Target subelement
Number selector	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum

Date selectors

You can configure the actions listed in the following table to occur in response to a change to a date selector's value (a selection change event):

Source element	Possible action	Target element	Target subelement
Date selector	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Table
		Indicator	Value
			Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Number selector	Minimum
			Maximum