Defining actions

You can define actions in cells, on buttons, on list views, and on reports. For actions on cells, you can select any action mode. Otherwise, you can select only the modes that are appropriate to the object or report.

You can define multiple actions within a single action definition. In these cases it can be helpful to add a description to each action. Use the Show descriptions button in the toolbar of the Define Action dialog to show or hide the Description column. To add or edit a description, click the browse button in the Description column.

Actions that return a result, such as Select Element, support the Actions Result object. Actions Result contains the result of the current action. In the parameters of an action you can specify Actions.Result.Text as the value of a variable.

When used with the Web Extension action mode, all action types support the Actions Input object. Actions.Input.Text can be assigned as a condition of an action and as the value of an action parameter. Web extensions can be embedded in reports and viewed in the web. Actions Input links a web extension with the report in which it is embedded.

Define action on cell

Right-click a cell and select Define Action. The Define Action dialog opens.

You can also define an action by selecting Insert > Actions > Define, pressing <Ctrl+K> or by clicking Define Action on the Objects toolbar.

Define action on button

Open the Format Button dialog of the button. Select one of the Click action option buttons.

If you select the Click to execute an action option, click the adjacent button to open the Define Action dialog. Define the action triggered when the button is clicked.

Define action on list view

Open the Format Listview dialog of the list view and select Perform action when selection changes. Click the adjacent button to open the Define Action dialog.

Define action on a report

You can define an action to be executed when a report loads. Right-click a report in the Report Catalog and select Report Actions. The Define Action dialog is displayed.

Define action on the report catalog

You can define an action that sets the values of global variables during a user's sign-in. Right-click the root of the report catalog and select Actions.