Configuring a Report Actions Bar with Group Actions

Last Updated: 08/12/2016 Introduced in Verision: 2.0

A Report Actions Bar contains buttons that allow a user to quickly access primary functions, such as adding and editing entities, that are related to the rows on a report.  Once a Report Actions Bar has been added to a report, when a user clicks a row on the report, the buttons on the actions bar update to reflect the actions available for the entities in the row.

If a user clicks the Multiple Selection button on the report and selects multiple rows, the Report Action Bar updates to show the common actions that can be performed on the entities in the selected rows.

Add a Report Actions Bar to a portal page in the Page Designer.  In the Toolbox Panel, drag a Report Actions Bar component to the workspace from the Reports category.


The goal of this example is to:

  1. Create a portal page and add a Report Actions Bar and a Report Viewer to it.
  2. View the page and use the Multiple Selection button to enable group actions.
  3. View the common actions available for the selected rows in the Report Actions Bar.

To begin, navigate to a Designer Folder and click the Create Page/Dashboard button.


Give the new page a name and click Ok to open it in the Page Designer.


Begin creating the page by adding two components to it.

In the Toolbox Panel, in the Reports category, drag a Report Actions Bar component to the workspace.  The Report Actions Bar is not associated with a report yet, so a red alert icon displays next to it.


Then drag a Report Viewer component to the workspace.


Next, associate the Report Viewer with the Report Actions Bar.

In the workspace, select the Report Actions Bar.  In the Properties Panel, in the Display Info section, select Report Viewer Part 1 in the Actions Source drop down list.


Then set a default report to open in the Report Viewer.

Select the Report Viewer in the workspace.  In the Properties Panel, in the Behavior section, click the Default Report selector to select the sources report entity.


Select the report and click Ok.


This completes the page.  Save the page and close the Page Designer.

To view the report and its actions bar, click the page’s thumbnail and select View > Preview Page in its Action menu.


Click the Multiple Selection button to enable group actions.


When the user selects multiple rows, the common actions available for those rows display


Additional Resources