Configure actions on dashboard elements—Portal for ArcGIS

Configure an action

Actions are configured through the source element, which is also the element the end user uses to interact with and trigger events.

To configure an action on an element, do the following:

Hover over the element and click Configure.
Click the Actions tab.
Click Add Action and choose an available action.
If more than one action is required, repeat this step.
Click Add Target and choose an available target.
To add an additional target to the action, repeat this step.

Note:

When configuring a map element, there are two tabs related to actions: Map Actions and Layer Actions.
Category, number, and date selectors can only be added to the header or left panel when configuring those elements. They cannot be added through the Add menu. See Selectors for more information.

The way you configure the source and target elements in your dashboard determines the types of actions you can configure. The following sections outline possible actions based on the configuration of your source and target elements. If a specific source-to-target pair is not listed, that type of interaction is not possible.

Map element

You can configure the following actions to occur in response to the event of a change in the map's extent. The source map's extent is used when setting the extent of another map or applying a spatial filter to another type of target element. See Map element for more information.


Source element	Possible action	Target element	Target subelement
Map	Set Extent	Map
	Filter (spatial)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Categories from Grouped Values
		Numeric selector	Minimum
		Numeric selector	Maximum

Operational layer

You can configure the following actions to occur in response to a change in selection on an operational layer.


Source element	Possible action	Target element	Target subelement
Operational layer	Zoom	Map
	Pan
	Flash
	Filter (attribute or spatial) Note: When the source layer has the polygon geometry type, a spatial filter can be applied to the target element. Point and line features cannot be used to apply spatial filters.	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

List element

You can configure the following actions to occur in response to a change to a list's selection.


Source element	Possible action	Target element	Target subelement
List	Zoom	Map
	Pan
	Flash
	Show Pop-up
	Follow Feature
	Filter (attribute or spatial) Note: Note: If a list is configured with a data source that is a feature layer rather than a table, the feature geometries are available to Operations Dashboard and a spatial filter can be applied to the target element.	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

Serial and pie charts

Note:

Only dashboard elements based on the same data source as the serial or pie chart can be identified as target elements. This applies to both the Categories from Grouped Values and Categories from Features configuration options outlined below. When a serial chart's source configuration option is Categories from Fields, actions are not supported.

When a serial or pie chart's source configuration option is Categories from Grouped Values, you can configure the following actions to occur in response to a change in the chart's selection.


Source element	Possible action	Target element	Target subelement
Categories from Grouped Values	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

Note:

Serial charts are able to parse data from many field types. When a date-based chart is configured to generate Categories from Grouped Values, actions are only supported when the field being parsed is of type date.

When a serial or pie chart's source configuration option is Categories from Features, you can configure the following actions to occur in response to a change in the chart's selection.


Source element	Possible action	Target element	Target subelement
Categories from Features	Zoom	Map
	Pan
	Flash
	Show Pop-up
	Follow feature
	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
		Gauge	Minimum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

Category selector

You can configure the following actions to occur in response to a change in a category selector's value (a selection change event) when the source configuration option is Categories from Features.


Source element	Possible action	Target element	Target subelement
Categories from features	Zoom	Map
	Pan
	Flash
	Show Pop-up
	Follow Feature
	Filter (attribute or spatial) Note: Note: When the source selector is configured for Categories from Features, the feature's geometry is available to Operations Dashboard and a spatial filter can be applied to the target element.	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

You can configure the following actions to occur in response to a change to a category selector's value (a selection change event) when the source configuration option is Categories from Grouped Values or Categories from Fixed Values.


Source element	Possible action	Target element	Target subelement
Categories from Grouped Values Categories from Fixed Values Number sector Date selector	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

Number selectors

You can configure the following actions to occur in response to a change to a number selector's value (a selection change event):


Source element	Possible action	Target element	Target subelement
Number selector	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

Date selectors

You can configure the following actions to occur in response to a change to a date selector's value (a selection change event):


Source element	Possible action	Target element	Target subelement
Date selector	Filter (attribute)	Map's operational layer
		List
		Details
		Serial chart
		Pie chart
		Indicator	Value
		Indicator	Reference
		Gauge	Value
			Minimum
			Maximum
		Embedded content
		Category selector
		Numeric selector	Minimum
		Numeric selector	Maximum

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Configure an action

Note:

Map element

Operational layer

Note:

List element

Note:

Serial and pie charts

Note:

Note:

Category selector

Note:

Number selectors

Date selectors

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