Configuring actions for displayed values

For many components, you can allow users to click displayed values in order to refine data, display record details, or navigate to a specified page or external URL.

When configuring a displayed value, there is an Actions section to configure the action.

To select and configure an action for a displayed value:

  1. If more than one action is available, then from the action drop-down list, select the action.

    The available actions are:

    Action Name Description
    No Action Indicates that the value is not hyperlinked.

    For attributes that do not support refinement, this is the default option.

    Show Details When users click the value, the Record Details dialog is displayed and is populated with the details for that record or row.
    Refinement When users click the value, the data is refined to only include records with that value.

    If the displayed attribute supports refinement, then this action is selected by default.

    Hyperlink When users click the value, they navigate to the specified URL.

    A hyperlink can be to another page in the same application, or to an external URL.

    Hyperlinks to external URLs can include attribute values as parameters.

  2. For a Show Details action, use the Window Name setting to configure the title of the Record Details dialog.
  3. For a Refinement action, use the Target page setting to specify the page to navigate to when users click the value.

    To stay on the current page, click the Current page radio button.

    To navigate to a different page, click the Other page radio button, then in the field, specify the page.

    For details on providing a target page for refinement, see Selecting the target page for a refinement or hyperlink.

  4. For a Hyperlink action:
    1. To display a tooltip for the value containing a description of the action, check the Display action description in tooltip checkbox. In the Action Description field, type a description of the hyperlink action.
    2. To display the destination in a new browser window, check the Open link in a new window checkbox. The box is checked by default.
    3. In the URL field, type the hyperlink destination. The link can be to:
      • A different page in the same application. For details on providing a target page for a hyperlink, see Selecting the target page for a refinement or hyperlink.
      • An external URL. For an external URL, make sure the URL is correctly formed, and that you have properly encoded special characters.

        You must provide the full URL, starting with the protocol (HTTP, HTTPS, FTP, etc.)

    A hyperlink to an external URL can include attribute values.

    The values may be query parameters:

    http://www.acme.com/index.htm?p1="Red"&p2="1995"

    Or may be part of the URL path:

    http://www.acme.com/wines/1995/

    To add attribute values to an external URL:

    1. Click Add URL Parameters.
    2. On the add parameters dialog, in the attribute list, click the add icon next to each attribute to add.

      For each attribute you select, the add icon changes to a delete icon.

      To not include a selected attribute in the URL parameters to add, click the delete icon.

    3. When you are finished selecting attributes, click Apply.

      The selected attributes are displayed in a table, with each attribute assigned an ID to use when inserting the attribute into the URL.

      The attributes are also inserted as query parameters, where the parameter name is the attribute key, and the parameter value is {IDNumber}, where IDNumber is the ID for that attribute. For example: http://www.acme.com/index.htm?Region={0}&WineType={1}

      By default, the value is encoded. To not encode the value, change the format to {{IDNumber}}. For example: {{0}}

      You can also use the ID numbers to insert the attribute values manually.

      For details on component hyperlinks and encoding inserted attribute values, see Configuring hyperlinks to external URLs from Studio components.

    4. To remove a URL parameter from the table, click its delete icon.

      If you did not edit the inserted query parameter, then Studio also removes it from the URL.

      If you did edit the inserted query parameter, then you must remove the parameter from the URL manually.

      If you inserted the attribute value manually, then you also must remove it manually.