About Conditionally Enabling Actions

About Conditionally Enabling Actions Added to Analyses

When you add an action to an analysis, you can specify that its associated action link is to be displayed only when one or more conditions are met. You do this by selecting one or more columns in the analysis to use and specifying the condition to meet. (The steps to specify a condition are very similar to those used for conditional formatting.)

For example, in an analysis that shows sales figures by regions, you can specify that an action link Send E-mail to Regional Manager is to be displayed only if sales figures drop below a certain amount.

About Conditionally Enabling Actions Added to Dashboard Pages

When you add an action to a dashboard page, you can specify that its associated action link is to be displayed only when a certain condition is satisfied. You do this by specifying a condition (either a named or inline) that is to be satisfied.

For example, in a dashboard page that displays stock levels for products, you can specify that an action link Order Stock is to be displayed only if stock levels are low for a given product.

Using conditional action links on an action link menu lets you display different sets of actions to users, depending on the data in dashboard pages. For example, in a dashboard page that displays stock levels for products, you can add an action link menu that contains the following action links:

• Order Stock and Stop Advertising, if stock levels are zero for a given product

• Order Stock, if stock levels are low for a given product

• No actions, if the stock levels are adequate for a given product

For more information on action links, see "What Are Action Links and Action Link Menus?" For more information on conditions, see Chapter 9, "Working with Conditions."

About Conditionally Enabling Actions Added to Agents

While you primarily use an agent's condition to determine whether the agent delivers its content or not, you can also use it to determine if the agent executes its actions.

When you add an action to an agent, you can specify that the action is to be executed only when a certain condition is satisfied. You do this by adding a condition (either inline or named) to the agent, and then specifying whether you want the action to be executed:

• Only if the agent condition evaluates to true

• Only if the agent condition evaluates to false

For some actions, you can also specify whether to execute the action for each row that is returned by the condition. (Note that Invoke Server Script actions and Invoke Agent actions cannot be executed per row of the result set. In addition, if one of the action parameters is a result set mapping, then it cannot be executed per row.)

For example, you could add an action to an agent that automatically kicks off a new marketing campaign and specify that it is to be executed only if a condition that evaluates whether sales for a region drop below $2,000,000 is true.

For more information on conditions, see Chapter 9, "Working with Conditions."