Using Parameters to Control Action Results

Action parameters are a means of controlling what values display for view results generated by an action. Action parameters are available when the view you are working with has parameters defined for it. All the parameter groups and parameters defined for a view can be used to select a specific member(s), user list, or expression for filtering the action results. The Action Parameters window will display the same items as the View Prompt window excluding the Presentation Type section.

The values you choose for view parameters and the values you choose for an action will function independently from one another. Changing the value for a view parameter, for example, will not change the values you selected for an already-saved action parameter. However, if you remove a parameter group or individual parameter from a view, then the item will be removed from the Action Parameters window as well.

Note: Action parameter functionality is disabled when the view you are working with doesn’t have parameters.

Here are the steps for defining action parameters, followed by an example. Skip the first step if you already have the View Distribution window open for an action.

1.   In the left panel, right-click the name of the view for the action and select Actions then Edit.

OR

1.   If the view is open, right-click anywhere and select Actions then Edit.

2.   Click the Action Parameters button browse_btn.gif to open the Action Parameters window.

3.   Choose a value(s) using the provided drop-down list or filter icon.

4.   The selected value(s) will display in the parameter field.

5.   Click OK in the Action Parameters window.

Example

The user runs a Sales by ShipTo Market view, which has parameters defined for the Product Family and ShipTo Market levels. The user left the View Prompt window in its default state and ran the view. This will result in the view being filtered by Product Family members 60 through 68.

usingparamactions1.png

In the resulting view, the user right-clicks and selects Actions then Insert to set up a new action.

usingparamactions2.png

The user sets up properties for an Email action that will include a link to the view and will include action results as text in the action email. Then the user clicks the Action Parameters button browse_btn.gif.

usingparamactions3.png

The user accesses the Select Members window to choose Product Families 70 and 71.

usingparamactions4.png

usingparamactions5.png

Back in the Action Parameters window, the user chooses ShipTo Market Seattle.

usingparamactions6.png

The user saves the action with those action parameters and then processes the action. The results in the action email are filtered by the selected action parameters.

 usingparamactions7.png

When the recipient clicks the link in the email, the resulting view also is filtered by the action parameter values.

usingparamactions8.png