Enabling Group Actions for Report Entries

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

When viewing a report on a portal page, select the Multiple Selection button to enable group actions.  A column of checkboxes is added to the report.  Select multiple rows by clicking the checkboxes.  An action menu appears listing shared actions allowed on all the rows selected.

The user must configure a report to allow group actions in the Page Designer.

To enable group actions for a report, in the Page Designer, select the Report Viewer in the workspace.  In the Properties Panel, in the Behavior section, click the Show Group Actions Button checkbox.

Example

The goal of this example is to:

  1. Create a portal page and add a report viewer to display a report in the current folder.
  2. Enable group actions for the report.
  3. View the page and use the Multiple Selection button to enable group actions.
  4. View the options available for the selected rows.

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

createPage                       

In the resulting pop-up window, name the page and click Ok.

 namePage

In the Toolbox Panel, expand the category Reports > [Existing Reports] > [Current Folder] > Report: Document Report and drag a Data View component to the workspace.

 dragDataView

The Report Viewer will display the Document Report by default, but a user can view other reports in it.

In the Properties Panel, in the Control Views section, select the Show Group Actions Button checkbox.

 showGroupActions

The page is now complete.  Save the page and close the Page Designer.

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

 previewPage

The page opens with the Document Report displaying in the Report Viewer.

Select the Multiple Selection button in the upper right.

multipleSelection 

A column of checkboxes is added to the report.

 checkboxesAdded

Select the checkboxes to choose multiple items.  An Action menu appears listing shared actions available to the selected group.

groupActionsAppears 

Additional Resources