1. User's Guide
  2. Navigating in Supplemental Data Manager
  3. Supplemental Data Manager Views
  4. Available View Actions

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.