Create Named Actions for Reuse

Create action links so users can navigate to related BI content such as websites and reports, or perform business tasks. You save named actions to the catalog to that they’re available to your analysts and business users.

Users can click an analysis that is embedded within column headings and column values. Users can also click links in views such as graphs, and on grand totals within tables and pivot tables.

  1. From the Classic Home page, go to Create and click Action under Actionable Intelligence.
  2. Click the option for the type of action you want to create.
  3. Optional: Change the default parameters to change the information that is displayed when the action executes.
    • Navigate to BI Content - Display an analysis or dashboard stored in the My Folders or the shared folder area.
    • Navigate to a Web Page - Display a web page.
    • Invoke a Web Service - Invoke a web service operation or any Service-Oriented Architecture (SOA) service that is exposed as a Web Service (for example, a Business Process Execution Language (BPEL).
    • Invoke a HTTP Request - Invoke an external system command that is exposed by a URL API. This sends a HTTP request through the server to a target URL.
    • Invoke a Server Script - Execute a custom script when the current agent completes. The custom script type can be either Javascript or VBScript. This action supports custom script actions when the server is running on Microsoft Windows. For other platforms (including Windows), consider using the Invoke Java Method (EJB) or Invoke Web Services action.
    • Invoke a Browser Script - Invokes a JavaScript function that the administrator has made available to you. Click Browse to see a list of functions that the administrator has made available, or type the name of a function in the Function Name field. For example, you might specify USERSCRIPT.mycurrencyconversion.
    • Invoke a Java Method - Invokes a Java method in an Enterprise Java Bean (EJB). See Invoke a Java Method (EJB).
  4. Click Save Action and choose where to save the action.
  5. Verify that the action runs properly:
    1. Navigate to the named action in the catalog.
    2. Click Execute.
    3. Respond to any request for more information or any confirmation prompt that is displayed.