Configure actions on dashboard elements

Actions are configured on the source element, which is the element the user interacts with and triggers events.

To configure an action on an element, do the following:

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

    Note:

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

  3. Click Add action and choose an action.

    If more than one action is required, repeat this step.

  4. Click Add target and choose a target.

    To add another target to the action, repeat this step.

The way you configure the source and target elements on your dashboard determines the types of actions you can configure. The following sections outline possible actions based on the configuration of your 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 following actions 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 element for more information.

Source elementPossible actionTarget elementTarget subelement

Map

Set Extent

Map

Filter (spatial)

Caution:

Avoid filtering by map extent in dashboards that are shared to the public to ensure that your dashboard can leverage the platform's scalable infrastructure. Learn more about building scalable dashboards.

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Categories from Grouped Values

Numeric selector

Minimum

Maximum

Operational layer

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

Source elementPossible actionTarget elementTarget subelement

Operational layer

Zoom

Map

Pan

Flash

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

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Numeric selector

Minimum

Maximum

List element

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

Source elementPossible actionTarget elementTarget subelement

List

Zoom

Map

Pan

Flash

Show Pop-up

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 to Dashboards and a spatial filter can be applied to the target element.

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Numeric 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 following actions to occur in response to a change in the chart's selection.

Note:

Only dashboard elements based on the same data source as the serial or pie chart can be identified as target elements. This applies to both the categories from grouped values and categories from features configuration options outlined below. When a serial chart's source configuration option is categories from fields, actions are not supported.

Source elementPossible actionTarget elementTarget subelement

Categories from Grouped Values

Filter (attribute)

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Numeric 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 of type date.

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

Source elementPossible actionTarget elementTarget subelement

Categories from Features

Zoom

Map

Pan

Flash

Show Pop-up

Filter (attribute)

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Embedded content

Category selector

Numeric selector

Minimum

Maximum

Category selector

You can configure the following actions 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 elementPossible actionTarget elementTarget subelement

Categories from Features

Zoom

Map

Pan

Flash

Show Pop-up

Filter (attribute or spatial)

Note:

Note: When the source selector is configured for Categories from Features, the feature's geometry is available to Dashboards and a spatial filter can be applied to the target element.

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Numeric selector

Minimum

Maximum

You can configure the following actions 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 fixed values.

Source elementPossible actionTarget elementTarget subelement

Categories from Grouped Values

Categories from Fixed Values

Number sector

Date selector

Filter (attribute)

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Numeric selector

Minimum

Maximum

Number selectors

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

Source elementPossible actionTarget elementTarget subelement

Number selector

Filter (attribute)

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Numeric selector

Minimum

Maximum

Date selectors

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

Source elementPossible actionTarget elementTarget subelement

Date selector

Filter (attribute)

Map's operational layer

List

Details

Serial chart

Pie chart

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Numeric selector

Minimum

Maximum