Configure actions for elements

Actions are configured on the source element, which is the element that the user interacts with and that 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 appear on the Actions tab. Unless otherwise noted, filter actions can target lists, details, charts, tables, embedded content, rich text, and selectors. They can also target indicator values and references, gauge values, minimums and maximums, and number selector minimum and maximum values. The sections below outline considerations for actions based on the configuration of the source and target elements.

Map element

A map and its operational layers can be important in interactive dashboards. You can configure map actions on the Map actions tab of the map element's configuration, and configure layer actions on the Layer actions tab.

Map actions

On the Map actions tab, you can configure 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 target element. See Map for more information.

Tip:

For public dashboards, ensure that the target layer is based on a map's or scene's operational layer for best performance.

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.

Operational layer

On the Layer actions tab, you can configure actions to occur in response to a change in selection in an operational layer. When a layer is the source of an action, selecting one or more features from the layer can filter one or more elements on the dashboard, or initiate a flash action on the map.

Note:

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

See layer actions for more information.

List element

You can configure actions to occur in response to a change to a list's selection. If the target element is a map, supported actions include zoom, pan, flash, show pop-up, and follow feature. For other target elements, attribute filter actions can be configured and, where applicable, spatial filter actions can also be configured.

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.

Serial and pie charts

A serial or pie chart's source actions available for configuration depend on whether the chart is configured using categories from grouped values or categories from features as follows:

Note:

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

• Categories from grouped values—When a serial or pie chart is configured using categories from grouped values, you can configure zoom, pan, and flash actions to target the map element, and attribute filter actions to target other dashboard elements.

  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 turned on.
  • 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.
• Categories from features—When a serial or pie chart is configured using categories from features, you can configure zoom, pan, flash, show pop-up, and follow feature actions to target the map element and attribute filter actions to target other dashboard elements.

Tables

A table's source actions available for configuration depend on whether the table type is Grouped values or Features.

• Table from grouped values—When a table's configuration is based on grouped values, you can configure zoom, pan, and flash actions to target the map element, and attribute filter actions to target other dashboard elements.

  Note:

  Zoom, pan, and flash actions are only available when the element's data source is based on an ArcGIS Online hosted feature layer.
• Table from features—When a table's configuration is based on features, you can configure zoom, pan, flash, show pop-up, and follow feature actions to target the map element, and attribute filter actions to target other dashboard elements.

Gauge, Details, Indicator, Rich text and Embedded content

For Gauge, Details, Indicator, Rich Text, and Embedded Content elements configured using features, you can configure map actions such as zoom, pan, flash, show pop-up, and follow feature to target the map element. You can also configure attribute filter actions to target other elements in the dashboard.

Category selector

The category selector's source actions available for configuration depend on whether the selector is using categories from features, grouped values, or defined values as follows:

• Categories from features—When a category selector's source configuration option is categories from features, you can configure zoom, pan, flash, show pop-up and follow feature actions to target the map element. You can also configure attribute or spatial filter actions to target other dashboard elements. When the feature's geometry is available, a spatial filter can be applied to the target element.

  Note:

  The follow feature action is only available on the desktop view.
• Categories from grouped values—When a category selector's source configuration option is categories from grouped values, you can configure zoom, pan, and flash actions to target the map element, and attribute filter actions for other dashboard elements.

  Note:

  The zoom, pan, and flash actions are only available when the element's data source is based on an ArcGIS Online hosted feature layer.
• Categories from defined values—When a category selector's source configuration option is categories from defined values, you can configure attribute filter actions for other dashboard elements.

Number selectors

You can configure filter (attribute) actions when the number selector's selection changes. Supported target elements include map operational layers and a wide range of dashboard elements.

Date selectors

You can configure filter (attribute) actions when the date selector's selection changes. Supported target elements include map operational layers and a wide range of dashboard elements.