Actions
Actions is a Spotfire concept that offers a wide range of possibilities to perform tasks from within an analysis, and can also include tasks that affect external systems. The actions can be added to text areas and visualizations, and they are initiated using various controls or triggers. For example, you can create actions that control the workflow through an analysis, run scripts, or let people send data externally. That is, the contents of the actions can differ a lot, and in addition, the way they are added differs depending on the context.
Actions that perform tasks within an analysis
These actions can be triggered from text areas or from some visualizations. Text area buttons and links are provided that can initiate tasks like application of bookmarks, navigation workflows, or execution of data functions and scripts. These types of actions can also be defined in KPI charts and graphical tables. You can also add triggers performing certain actions in some other visualizations. Scripts can be added as a part of an analysis. If the scripts are packaged together as actions in an action mod, they can be signed and shared as a part of the mods framework. Script actions can be added to links, images or buttons in text areas, they can be triggered when a document property is changed, or they can be triggered when you are clicking on a graphical item in a visualization.
For more information on how to create such actions, see Adding actions to a text area, Adding an action trigger to a visualization, and Adding actions performed when clicking on visualization items.
Actions that perform tasks involving external systems
Your findings in a visualization might sometimes make you want to take an action in another system. For example, you might want to send certain information and data that you see to another application. Such external actions can be triggered directly from a visualization. A configurator defines which triggers should be available in the visualizations, and what information the action should send. Anyone opening the analysis can potentially use the configured action trigger to send data. Before you give approval to send any data externally, you can review it.
See Adding a new external action to an analysis [Deprecated] for more information about external actions.
- Adding actions to a text area
As an analysis author (and a script author), you can decide to add different types of actions to buttons, links or images in a text area (using the installed client). The action controls can open Spotfire tools that work on the range of filtered or marked data, apply bookmarks, or navigate to a certain page or visualization in the analysis. It is also possible to add your own custom actions using scripts, to refresh data function calculations, or to export prepared reports to PDF documents. - Adding actions performed when clicking on visualization items
Actions can be defined so that something happens when you click a dynamic item in a graphical table or a text area, or when clicking a tile in a KPI chart. The actions can open Spotfire tools that work on the range of filtered or marked data, apply bookmarks, or navigate to a certain page or visualization in the analysis; the same things that are available for action controls in a text area. It is also possible to add your own custom actions using scripts, or to refresh data function calculations. - Adding an action trigger to a visualization
You can add a trigger to a visualization and connect it to an action that you want to run when clicking the trigger. You can select external actions or actions from action mods. - Adding a new external action to an analysis [Deprecated]
Actions that include sending data to external systems make use of integration and connection services in TCI. Services can be created for specific action needs. From Spotfire, the services are then accessed using TIBCO Cloud Mesh, a global repository of these kinds of services. - Configuring action parameters
Which options you have when configuring an action parameter depends on the type of action and how the parameter has been defined by the developer of the action. All input types and options described below will therefore not be available for each action or parameter. - Running an external action [Deprecated]
If actions involving external systems have been added to your analysis using the installed client, you can run those actions from the web client as well. - The Actions flyout
The Actions flyout gives you an overview of all the action mods and external actions in your analysis. You can run actions ad hoc from the flyout, and pin your favorite action mods for quick access in all analyses.
- Adding actions to a text area
As an analysis author (and a script author), you can decide to add different types of actions to buttons, links or images in a text area (using the installed client). The action controls can open Spotfire tools that work on the range of filtered or marked data, apply bookmarks, or navigate to a certain page or visualization in the analysis. It is also possible to add your own custom actions using scripts, to refresh data function calculations, or to export prepared reports to PDF documents. - Adding actions performed when clicking on visualization items
Actions can be defined so that something happens when you click a dynamic item in a graphical table or a text area, or when clicking a tile in a KPI chart. The actions can open Spotfire tools that work on the range of filtered or marked data, apply bookmarks, or navigate to a certain page or visualization in the analysis; the same things that are available for action controls in a text area. It is also possible to add your own custom actions using scripts, or to refresh data function calculations. - Adding an action trigger to a visualization
You can add a trigger to a visualization and connect it to an action that you want to run when clicking the trigger. You can select external actions or actions from action mods. - Adding a new external action to an analysis [Deprecated]
Actions that include sending data to external systems make use of integration and connection services in TCI. Services can be created for specific action needs. From Spotfire, the services are then accessed using TIBCO Cloud Mesh, a global repository of these kinds of services. - Configuring action parameters
Which options you have when configuring an action parameter depends on the type of action and how the parameter has been defined by the developer of the action. All input types and options described below will therefore not be available for each action or parameter. - Running an external action [Deprecated]
If actions involving external systems have been added to your analysis using the installed client, you can run those actions from the web client as well. - The Actions flyout
The Actions flyout gives you an overview of all the action mods and external actions in your analysis. You can run actions ad hoc from the flyout, and pin your favorite action mods for quick access in all analyses.