Adding Actions to KPIs

You can add one or more actions to a KPI. When you add an action to a KPI, you add the action by using an action link.

When a KPI that contains one or more action links is presented to end users (generally in a scorecard or a KPI watchlist), users can click a link to run the associated action.

To add one or more actions to a KPI:

1. Edit the KPI to which you want to add one or more actions.

2. Click the "KPI editor: States page".

3. Click the Define action links for this status button to display the "Action Links dialog".

4. To add an action that has been added to another range of the KPI, click the Add Action Link button and select the action.

5. To add a new action:

   • If one or more actions have been added to another range of the KPI, click the Add Action Link button and select New Action Link.

   • If no actions have been added to other ranges of the KPI, then click the Add Action Link button.

   The "New Action Link dialog" is displayed.

6. In the Link Text field, enter the text to display as the link to execute the associated action.

7. To create an action (that is, an inline action), then click the Create New Action button and specify the settings for the new action. For information, see "Specifying the Settings for New Actions".

8. To add an existing action (that is, a named action):

   1. Click the Select existing action button.

      The "Open dialog" is displayed.

   2. Complete the Open dialog.

      If there are parameters associated with the action, then the "Edit Parameter Mapping dialog" is displayed.

   3. Complete the Edit Parameter Mapping dialog (if displayed).

9. Click OK in the New Action Link dialog.

10. For each additional action link to add, repeat steps 5-9.

11. Click OK to close the Action Links dialog.

12. Click the Save KPI As toolbar button on the KPI Builder to save the KPI.