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Overview
Allows you to add action buttons Action Buttons to your dashboard presentation that trigger internal or external events, push and pull data (to and from enterprise apps), or perform custom workflows when clicked on. For example, you can add a button to move to the next sub tab on a dashboard using out-of-the-box Yellowfin actions, or push a lead record into Salesforce.
This widget offers multiple designs of action buttons to be used, but you can further customize or edit the look-and-feel using the properties panel for action buttonsAction Buttons. Developers can also add custom code for an action button via Code Mode, allowing them to integrate seamless workflows on their dashboardspresentations.
Note: to see these in action, you will need to preview the dashboardpresentation.
Action Button functions
Yellowfin offers a range of out-of-the-box actions that can be assigned to a button. These include:
- Next sub tab: This functionality navigates the user to the next tab within the same dashboardpresentation.
- Previous sub tab: This functionality navigates the user to the previous tab within the same dashboardpresentation.
- Reset filters: This function allows users to clear filter selections, or in case default values are set, then reset filters to their default values.
- Reset dashboardpresentation: This function refreshes the dashboard presentation by clearing any user interactivity performed on it, as well as removing all applied filters.
- Go to report: This function navigates users to a specified report. This report can be specified by providing its report UUID.
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How to use Action Buttons
Note that this functionality only works on a canvas layout.
- Click on the Code Widgets button on the left.
- In the list that appear, expand the Buttons section. A selection of pre-designed buttons will appear.
- Drag any design you prefer (you can further customize it) onto your canvasslide.
- Then in the button’s property panel, expand the Button Text section.
- Provide the text to appear on your button. Ensure this reflects the action you want your users to perform.
- Next select a function for this button. Yellowfin offers multiple types of actions a button can perform, however users may also choose a custom function via the code mode.
- Provide any additional information if your selected function requires it. For example, enter the UUID of the report to navigate to, if the Go To Report action is selected.
- You may also further customize the button, including rendering a different style for when a user hovers over the button. See the section on button properties for a description on all customization properties.
- To test your button’s functionality, enter the Preview mode and use the action button on it.
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