Refreshing a Report via User Action

Updated on 03 Mar 2023
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Example Lab Article

While Example Lab projects are resources for public use, articles and assets are not actively maintained. Screenshots and features are from the specified version below. These references may become dated as new versions are released.

Overview

Example Lab Details
Version	6.8.0
Root Folder	Example Lab - Refresh Report Via User Action
Modules	None
Dependencies	None

This Example Lab demonstrates how users can update a Report on a Page via a user action Flow on a specified data structure.

Explanation

The Example Lab has a few key components: the User Action, the Report, and the Page. The project has a User Action (in the Configuration Folder for ExampleEntities) named Update. This Flow will change data that has been created for the project. The Flow contains a step called "Send Folder Change Event". A user can specify the Folder ID on the Page Data. In the Page Data (Example Lab Page), there are specific settings a user can check off. In the Behavior section of the Properties panel for the Report, there is a Refresh section. A user can check off a few of the boxes in this section. This tells the Report that refresh the Report with the updated data when a folder change event occurs.

Reference Articles

Refreshing Report Data Automatically Based on Portal Events
Creating Actions for Data Types

Project Download

The examples attached were developed to be instructional and were not developed as officially supported components. For more information or to engage our service team to develop fully supported, production-quality solutions, please get in touch with services@decisions.com. Import the project below to a Decisions environment on version 6.8.0 or later using our Importing/Exporting article.

ExampleLab[RefreshReportViaUserAction].zip

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