Smart Action for Report Rows

A smart action can be enabled for each row or record in the report. For example, clicking a report row can open a Report window or Work Center window. When Row is selected as the Smart Action Type, additional settings display.

Only a single action is enabled when Row is selected as the Smart Action Type. You cannot specify a smart action for a row and smart actions for columns. If the Smart Action Type field is set to Row, any smart actions defined for columns in the Report Field Options window are ignored.

Define a smart action for the report rows:

1. Click the Smart Actions sub-tab.

2. Select Row (Single Smart Action per Row) from the Smart Action Type field.

   Additional settings display that help you to define the smart action.

3. Select the action that should occur when users click the row from the Smart Action field:

   • The Custom option is used by Maintenance Connection Support Staff for custom reports.

   • The Apply Smart Criteria option is used for smart pane module reports, which are typically only modified by Maintenance Connection Staff.

   • Configure a record to be opened in a new window when the row is clicked:

     1. Select Popup WorkCenter.

        A Smart Action Field Value field displays.

     2. Select the type of record to be opened from the Smart Action Field Value field.

        In most cases, you will be selecting the primary field from the record, such as [WO]Work Order or [Asset]Asset.

     3. Enter a phrase to display when the user hovers their cursor over the field in the report in the Smart Action Tool Tip field.

        For example, you could configure the tooltip to say: Click here to open this work order.

   • Configure a report to be opened in a new window when the row is clicked:

     1. Select Popup Report.

     2. Select the report that should be opened when the row is clicked from the Smart Action Report field.

        Reports are listed in alphabetical order.

     3. Select the criteria that should be used to determine the records that should be opened in the report from the Smart Action Report Criteria field.

        In most cases, you will be selecting the primary field from the record, such as [WO]Work Order or [Asset]Asset.

     4. Enter a phrase to display when the user hovers their cursor over the row in the report in the Smart Action Tool Tip field.

        For example, you could configure the tooltip to say: Click to open the XYZ Report.

4. Click the Apply button.

   Your changes are saved. The Report Preview window opens. If you accessed the Report Setup window from the Report List, you are returned to the Report List.