Global actions

Global actions have two modes: On log-in and Formula function. Set Parameters is the only supported action type for these modes. In the Edit Action dialog box for global actions the Type column is replaced by the Name column. You must specify a unique name for each global action.

Because global actions do not depend on any report they are defined on the report catalog. You cannot refer to any report object, such as a report variable, in global actions. To modify global actions you require Modify access on the report catalog.

On log-in actions set one or more parameters when a user logs in, before any report starts to load. You might, for example, use an on log-in action to set the values of one or more global variables.

Formula function actions are shortcuts for formulas that are used multiple times in a report or in multiple reports. Formula functions that you create are available in the Insert Function dialog box. To view only formula functions, select the Action category in the Insert Function dialog box.

Optionally you can specify one or more of the arguments of a formula function. This can be useful if, for example, a report contains multiple similar, but not identical, instances of a complex formula. Instead of specifying the entire formula for each instance, you can specify the formula name and the value of the arguments.

If you provide a description of a formula function it is displayed in the Insert Function dialog box and as a tooltip in the formula editor.

Formula function actions can be used in the same places as spreadsheet functions. They cannot be used in list formulas.

Formulas cannot be conditionalized, so the Condition field is disabled in the Insert Function dialog box.