Configure actions on dashboard 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 your 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, do the following:

  1. Hover over the element and click the Configure button Configure.
  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 you want to target.
    Tip:

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

  6. When all your actions have been enabled, click Done.
  7. Only actions that are possible based on your element's configuration are listed on the Actions tab. 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 for more information.

Source elementPossible actionTarget elementTarget subelement

Map

Set Extent

Map

Filter (spatial)

Tip:

For public dashboards, ensure the target layer is based on a map'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 be able to perform and scale for high demand and large amounts of traffic, the following are considerations and best practices to follow when using map extent filters:

Note:

When a map extent filter does not follow these considerations, the resulting values on target elements may be approximate.

Operational layer

On the Layer actions tab, you can configure the following actions to occur in response to a change in selection in 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

Table

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Number 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 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 following actions 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 elementPossible actionTarget elementTarget subelement

Categories from Grouped Values

Note:

Zoom, pan, and flash actions are not available for serial charts when parse dates 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 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

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

Source elementPossible actionTarget elementTarget subelement

Table from Grouped 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

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

Source elementPossible actionTarget elementTarget subelement

Table from Features

Zoom

Map

Pan

Flash

Show Pop-up

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 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:

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 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 or from Fixed Values

Note:

Zoom, pan, and flash actions are not available for category selectors with categories from fixed 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 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

Table

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Number 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

Table

Indicator

Value

Reference

Gauge

Value

Minimum

Maximum

Embedded content

Category selector

Number selector

Minimum

Maximum