Specifying the Settings for a New Action

Before you start

You must have one of the following user type permissions:
  • BI Author Developer

  • BI Tenant Administrator

Home > Oracle Business Intelligence or, for Oracle Anlaytics, Home > Oracle Analytics

Here's what to do

  1. Click the Create New Action button (displayed as the Add New Action button in an agent or New Action button in a dashboard) and then select the type of action to create.
    For Oracle Analytics, click Action from Actionable Intelligence or from Create and select which action you want to create.
    The Create New Action dialog is displayed.
  2. In the URL field, enter the URL of the Web page.
  3. To define parameters for the action, then click Define Parameters to display the Define Parameters list.
  4. Define the parameters as appropriate:
    • To add a parameter, click the Add Parameter button. A new parameter row is added to the Define Parameters list. (Note that the Add Parameter button is not available for all action types.)

    • Specify the column values for each parameter:

      • In the Name column, if you are creating a new parameter, then enter the name of the parameter. Use a name that is unique within the action.

        This column is not available for all action types.

      • In the Prompt column, if you want the user to provide the parameter value, then enter the prompt to display to the user.

      • In the Value column, to provide a parameter value, then enter or select the value. If you want the user to specify the value, then leave this field as is.

      • In the Fixed column, specify whether to allow users to see but not set the parameter.

        This column is not available for all action types.

      • In the Hidden column, specify whether to hide the parameter from users.

        This column is not available for all action types.

      • In the Optional column, specify whether the parameter requires a value before the action can be executed.

  5. (optional) Customize information displayed to the user when the action runs:
    1. Click Options to display the Action Options dialog.
    2. Specify the customization that you want.
    3. Click OK.

    This functionality is available only for actions where it is appropriate to display information to users.

  6. Click OK.
    If you are creating a named action, then a dialog is displayed where you specify the information for saving the action.