Available View Actions

On the BI Dashboard, Data Set Dashboard, and Workflow Dashboard, your can perform these actions:

  • Left-click: Highlights the record. The Information Panel at the bottom of the screen updates to display the record details.

  • Right-click: Displays a context-sensitive menu that enables you to perform certain actions. Menu contents depend on the status and security role.

  • Change View: Click a toolbar button to change the view type.

  • View: Show, hide, and reorder parts of the view.

  • Columns: Sort columns by ascending or descending order. Change widths by dragging.

On the Status Chart portlet, left-clicking a status graph slice launches the Workflow transactional dashboard with the user’s filter in effect, displaying only items with the status of the slice.