Invoking an Action

If an action template has been defined and enabled for a data source configuration, the associated action can be invoked from a chart on your dashboard that uses the data source. The invoked action:

  • Creates a query definition based on the filters applied to the chart and on the data and limit specifications in the associated action template.
  • Sends the query definition to your application. Your application can use the Zoomdata API to run the query and display or use the data that it collects.
You must be logged on as an administrator or as a user with the Can Invoke Actions privilege. In addition, the associated action templates must be enabled to be invoked from your charts.

To invoke an action from a chart:

  1. Make sure you are logged in as a Zoomdata administrator or a user with the Can Invoke Actions privilege.

  2. On the Home page, select the dashboard containing a chart that uses the data source for which you have defined and enabled one or more action templates.

  3. Filter or group the chart data as needed.

    For example, if you only want to send sales data from the state of Virginia to your external application, filter your sales data chart by the state of Virginia.

  4. Click on an area of the chart to display the radial menu and select Actions. A list of the action templates defined for the chart's data source appears.

    Alternatively, select Actions from the chart drop-down menu.

    If the Actions menu option does not appear on the radial menu or the chart drop-down menu, an action template is either not defined or is not enabled for the data source used by the chart.

  5. Select an action template from the list. The action is invoked. A query is created and sent to your application. Use the Zoomdata API endpoint api/action in your application to run the Zoomdata query. Refer to the API documentation provided with your Zoomdata installation (http://<zoomdata-URL>/zoomdata/swagger-ui.html).