What Are Actions?

Actions provide functionality to:

• Navigate to related content

• Invoke operations, functions, or processes in external systems

You can include actions in analyses, dashboard pages, agents, scorecard objectives, scorecard initiatives, and KPIs.

Actions can be executed:

• Explicitly by end users who click action links that are embedded within:

  • Analyses on column headings, column values, and hierarchy level values, in certain views, such as graphs, and on totals and grand totals within tables and pivot tables

  • Dashboard pages

  • Content delivered by agents

  • Scorecards in Cause & Effect Maps, Custom Views, Strategy Tree Views, Strategy Maps, KPIs, and KPI watchlists

  • KPI analyses

• Automatically, as the final step of an agent

• Directly from the "Home page" or from the "Catalog page"

For example, a sales director wants to meet with the sales manager of any region where sales drop below a certain threshold. You might embed an action object into the sales director's dashboard to enable the sales managers to schedule such a meeting simply by clicking a link. Or, you could use an agent to schedule the meeting automatically as soon as the sales threshold is passed.