Add Actions to KPIs
You can add one or more actions to a KPI. When you add an action to a KPI, you add the action by using an action link.
When a KPI that contains one or more action links is presented to end users (generally in a scorecard or a KPI watchlist), users can click a link to run the associated action.
- Edit the KPI to which you want to add one or more actions.
- Click the States page of the KPI editor.
- Click the Define action links for this status button to display the Action Links dialog.
- To add an action that has been added to another range of the KPI, click the Add Action Link button and select the action.
- To add a new action:
- If one or more actions have been added to another range of the KPI, click the Add Action Link button and select New Action Link.
- If no actions have been added to other ranges of the KPI, then click the Add Action Link button.
- In the Link Text field of the New Action Link dialog, enter the text to display as the link to execute the associated action.
- To create an action (that is, an inline action), click the Create New Action button and specify the settings for the new action.
- To add an existing action (that is, a named action):
- Click the Select existing action button.
- Complete the Open dialog.
- If there are parameters associated with the action, complete the Edit Parameter Mapping dialog (if displayed).
- Click OK in the New Action Link dialog.
- For each additional action link to add, repeat steps 5–9.
- Click OK to close the Action Links dialog.
- Click the Save KPI As button on the KPI editor to save the KPI.