1. Action cell button

Clicking an icon that’s been chosen as a button executes an action. To configure the Action cell button action source, you should:

1. In the widget’s Edit mode move to the last cell “Actions”.
2. Click the “+” icon on the right of the window to add a new action.
3. In the top drop-down menu, choose an Action cell button action source.
4. In the next line input a name for the action and choose an icon that will represent a button. With this button, action will be performed.
5. Since the example for all the action sources is the “Navigate to new dashboard state” action type, choose it in the drop-down Type menu.
6. After choosing an action type, the drop-down menu “Target dashboard state” appears. Select a previously created state you’d like to be transitioned to.
7. When all needed settings are configured, click “Add” at the right bottom of the “Add action” window.
8. Now you see configured action, so you can double-check action source, icon, and action type.
9. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
10. Save applied changes by clicking the orange tick icon “Apply changes” in the bottom right of the screen.

As you see, opposite each entity name is an action cell button. By clicking this button the action will be executed, namely transition to the chosen state.

2. Widget header button

A button appears in the header of the widget. Clicking this button executes an action. This button is responsible for the whole widget, not for separate entities. The widget header button is the most commonly used action source, and it can be found in all widgets. To configure the Widget header button action source, you should:

1. In the widget’s Edit mode move to the last cell “Actions”.
2. Click the “+” icon on the right of the window to add a new action.
3. In the top drop-down menu, choose a Widget header button action source.
4. In the next line input a name for the action and choose an icon that will represent a button. With this button, action will be performed.
5. Since the example for all the action sources is the “Navigate to new dashboard state” action type, choose it in the drop-down Type menu.
6. After choosing an action type, the drop-down menu “Target dashboard state” appears. Select a previously created state you’d like to be transitioned to.
7. When all needed settings are configured, click “Add” at the right bottom of the “Add action” window.
8. Now you see configured action, so you can double-check action source, icon, and action type.
9. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
10. Save applied changes by clicking the orange tick icon “Apply changes” in the bottom right of the screen.

As you see now, in the header of the widget has appeared a button-icon. After you click it, action will be performed, namely, the transition to the chosen state.

3. On row click

Clicking on the row of the Table widget executes an action. To configure the On row click action source, you should:

1. In the widget’s Edit mode move to the last cell “Actions”.
2. Click the “+” icon on the right of the window to add a new action.
3. In the top drop-down menu, choose an On row click action source.
4. Enter the name of the action in the appropriate line.
5. Using this action source, there won’t be any buttons on the widget, therefore we shouldn’t select an icon.
6. Since the example for all the action sources is the “Navigate to new dashboard state” action type, choose it in the drop-down Type menu.
7. After choosing an action type, the drop-down menu “Target dashboard state” appears. Select a previously created state you’d like to be transitioned to.
8. When all needed settings are configured, click “Add” at the right bottom of the “Add action” window.
9. Now, you see configured action, so you can double-check action source and action type.
10. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
11. Save applied changes by clicking the orange tick icon “Apply changes” in the bottom right of the screen.

To execute an action, namely to be transitioned to the chosen state, just click any of the rows of your Table widget.

4. On row double click

Double-clicking any row of the Entity table widget executes an action. To configure the On row double click action source, you should:

1. In the widget’s Edit mode move to the last cell “Actions”.
2. Click the “+” icon on the right of the window to add a new action.
3. In the top drop-down menu, choose an On row double click action source.
4. Enter the name of the action in the appropriate line.
5. Using this action source, there won’t be any buttons on the widget, therefore we shouldn’t select an icon.
6. Since the example for all the action sources is the “Navigate to new dashboard state” action type, choose it in the drop-down Type menu.
7. After choosing an action type, the drop-down menu “Target dashboard state” appears. Select a previously created state you’d like to be transitioned to.
8. When all needed settings are configured, click “Add” at the right bottom of the “Add action” window.
9. Now, you see configured action, so you can double-check action source and action type.
10. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
11. Save applied changes by clicking the orange tick icon “Apply changes” in the bottom right of the screen.

To execute an action, namely to be transitioned to the chosen state, just double-click any of the rows of your Table widget.

5. On node selected (only in Entities Hierarchy widget)

When the Entities Hierarchy widget was added, you should configure a hierarchy itself. How to do it, please, learn here. After relations were added, go to the Edit mode of the Entities Hierarchy widget. To configure the On node selected action source:

1. In the widget’s Edit mode move to the last cell called “Actions”.
2. Click the “+” icon on the right of the window to add a new action.
3. In the top drop-down menu, choose an On node selected action source.
4. Since the example for all the action sources is the “Navigate to new dashboard state” action type, choose it in the drop-down Type menu.
5. After choosing an action type, the drop-down menu “Target dashboard state” appears. Select a previously created state you’d like to be transitioned to.
6. After configuring all needed settings, click “Add” at the right bottom of the “Add action” window.
7. Now you see configured action, so you can double-check action source and action type.
8. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
9. Save applied changes by clicking the orange tick icon “Apply changes” in the bottom right of the screen.

To perform an action you should click any of the nodes in the Entities hierarchy.

Map widget action sources

The map widget has unique action sources that need to be considered separately.

Let’s start by adding a Map widget. Go to the dashboard where your Map will be placed and click a bottom right “Pencil” icon:

• If you have an empty new dashboard, you need to just click the message in the middle “Add a new widget” and in the drop-down menu at the end of the list, choose “Maps”. Then, add a Datasource of your widget and click “Add”.
• If some widgets were added before to this dashboard, click the “Paper” icon (“Create new widget”). In the drop-down menu list to the end of the list to choose “Maps”. Finally, add a Datasource of your widget and click “Add”.

• Adding an action to the Map widget

Now it’s time to add an action. To do this you should click the “Pencil” icon on the right top of the Map widget to enter the “Edit widget” mode. Navigate to the “Action” cell and there click the “+” icon in the right of the screen. The “Add action” window will be opened.

1. On marker click

Action will be executed by clicking on the red map’s marker.

1. In the widget’s Edit mode move to the last cell “Actions”.
2. Click the “+” icon on the right of the window to add a new action.
3. In the top drop-down menu, choose an On marker click action source.
4. Since the example for all the action sources is the “Navigate to new dashboard state” action type, choose it in the drop-down Type menu.
5. After choosing an action type, the drop-down menu “Target dashboard state” appears. Select a previously created state you’d like to be transitioned to.
6. When all needed settings are configured, click “Add” at the right bottom of the “Add action” window.
7. Now you see configured action, so you can double-check action source, icon, and action type.
8. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
9. Save applied changes by clicking the orange tick icon “Apply changes” in the bottom right of the screen.

2. Tooltip tag action

When clicking a map’s marker, a tooltip will appear. A tooltip contains a link that executes an action. Please note, in this manual explained a basic way to use the tooltip tag action source. It is possible to configure several links for various devices/assets that return different values. Do it with the tooltip function in the advanced mode of the map widget.

To configure the Tooltip tag action of the Map widget, you should:

1. In the widget’s Edit mode move to the last cell “Actions”.
2. Click the “+” icon on the right of the window to add a new action.
3. In the top drop-down menu, choose an On marker click action source.
4. Enter a name for the action and make sure to remember it, it’s going to be used later.
5. Since the example for all the action sources is the “Navigate to new dashboard state” action type, choose it in the drop-down Type menu.
6. After choosing an action type, the drop-down menu “Target dashboard state” appears. Select a previously created state you’d like to be transitioned to.
7. When all needed settings are configured, click “Add” at the right bottom of the “Add action” window.
8. Now you see configured action, so you can double-check action source, icon, and action type.
9. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
10. Move to the Advanced settings cell.
11. Scroll down to the Tooltip configuration and tick the checkbox “Show tooltip”.
12. In the Tooltip line find the link-act name and input there the action name in a format:

<link-act name='TooltipTag'>Navigate to the Building A</link-act>

where TooltipTag is an action name and Navigate to the Building A is the text that will be shown as a link on a tooltip.

1. Apply changes by clicking the orange tick icon in the top right of the window and then close the details window.
2. Save applied changes by clicking the orange at the right bottom of the screen.

Click a map marker for a tooltip to appear. To execute an action, click the text of the link at the bottom of the tooltip.

Open in a separate dialog

There are times when it is impractical to move to a separate dashboard state to view the details of a widget, but you just would like to open it on the same dashboard page. For these situations, there is an Open in a separate dialog feature that allows opening another state on the same page using a configured action. To open a state in a separate dialog window on the dashboard you are in, you should:

1. Enter the Dashboard’s Edit mode by clicking a “Pencil” icon at the right bottom of the page.
2. First, we need to add a new state, so click the “Manage dashboard states” button on the left top of the dashboard.
3. In the opened window, click the “+” icon to add a new state. What is a state and how to configure it, please, learn here.
4. After adding a state, click the “Save” button at the right bottom of the “Manage dashboard states” window.
5. Now, enter widget Edit mode by clicking the “Pencil” icon on the right top of the widget.
6. Go to the “Actions” cell and click the “+” icon to add a new action.
7. Choose the desired action source, in the example, it is going to be the Action cell button. Give a name for the action. Select an icon representing a button by clicking an icon image and choosing from the variety of icons.
8. From the drop-down menu select a “Navigate to new dashboard” action type, and a target state, the one that was created in step 3.
9. Tick the check box “Open in separate dialog” and give a title to a dialog.
10. By default, the checkbox “Hide dashboard toolbar in dialog” is ticked. If you need to see a toolbar in the dialog window, you should uncheck it. The toolbar displays entities, time window, dashboard export button, and expand to a fullscreen button.
11. It is optional to adjust a dialog width and height in percents. Width is relative to viewport height, and height is relative to width correspondingly.
12. When the action has been configured, click on the “Add” button at the right bottom of the “Add action” window.
13. When the action has been added, double-check the action source, icon, and action type. If everything is correct, click the orange tick mark on the right top of the page.
14. Go to a newly created yet empty state and click “Add new widget” in the middle of the screen.
15. From the drop-down menu “Current bundle”, select the desired widget, in our example, it is going to be map widget “OpenStreetMap”.
16. Add data sources and click “Add”.
17. A widget has been added on the dashboard state, drag its edges to adjust the size.
18. When adjusted, click the orange tick at the left bottom of the screen to save applied changes.

Set entity from the widget

Set entity from widget checkbox is responsible for adding specific entity from the widget to the state. This allows you to use the entity in the target dashboard state by creating the “Entity from dashboard state” or other aliases. For example, if you have a list of devices in the table widget and would like to show specific device details when you click on the table row.

Sometimes you need to store more than one entity in the state. For example, you would like to navigate to the customer list, then to the devices of the customer and finally to specific device details. In such a case, you may have three states: “Main”, “Customer Devices” and “Device Details”. You may use two different state entity parameters to reference the current customer (e.g. “current customer”) and current device (e.g. “current device”) on the “Device Details” state.