Card actions and drill-down

A card can do something when it is clicked: narrow the board to the clicked device, open a detail page about it, open another board, go to a page of the app, or run a command. This page lists what can be clicked, the actions, and how to build a drill-down from an overview to one device.

Where actions are set

Customise the board, open the card’s settings and open What happens on a click (actions). Each source holds a list of actions that run in order. Add as many as you need, for example Set board parameters then Show a page of this board.

What can be clicked

Source	Cards
When this card is clicked, double-clicked, right-clicked	Any card
Header buttons	Any card: buttons in the card header, each with a label and an icon
When this control is used, When Apply is pressed	Controls
When a row is clicked, When a row is double-clicked, When a cell is clicked, Row buttons	Tables, device and alarm tables
When a map marker is clicked, When a marker is dropped	Maps
When a slice of the pie is clicked, When a range is selected on the chart	Pie and series charts
When a link in the text is clicked	Text cards, for [words](action:id) links
When a symbol is clicked, double-clicked, right-clicked	Process diagrams (see Commands on symbols)
When a marker or a thing of the model is clicked, Item click	3D cards

The actions

Action	Does
Go to a page	Opens a page of the app, optionally in a new tab. Example: /admin/iot/devices/{{row_id}}.
Open a URL	Opens an outside address in a new tab.
Set board parameters	Changes board parameters in place, for example the device the other cards follow.
Show a page of this board	Opens a page of the same board as a page, a side panel, a dialog or a popover.
Open a board	Opens another board with its parameters preselected (drill-down).
Go back	Goes back along the drill-down trail, some levels or to the first board.
Set the time window	Changes the board’s window: a preset, the board default, or a range selected on a chart.
Refresh this widget, Refresh the board	Reloads data.
Copy to the clipboard	Copies a value.
Show a message	Shows a short message to the viewer.
Run a command	Sends a device command, behind its confirmation. Only from controls, row buttons and symbols. See Control cards.

A card click never runs a command; the editor refuses one there.

Values from the click

Text in an action can carry tokens:

Token	Is replaced by
{{param_<key>}}	A board parameter’s value, for example {{param_device}}
{{row_<column>}}	A column of the clicked row (row, cell and marker sources), for example {{row_id}}

In Set board parameters and Open a board, a parameter can take a fixed value, another parameter, or Clicked row‘s column.

Conditions and confirmation

• Any action except one on the card click can carry a show condition: it runs (or a button shows) only while a parameter matches. On a control’s own click, the condition disables the control instead.
• Ask before running asks “Run ““?” before Set board parameters, Show a page of this board, Open a board and Go back. Commands ask by default.

Detail pages

A board can have up to 20 pages after its main page. A page that is not in the page menu is a detail page, opened only from a card.

1. Customise the board and open Manage pages….
2. Add page. Give it a title, for example Device {{param_device}}: “Device {{example}}” reads “Device P-201” once a device is picked.
3. Under Parameters, add the parameters the page works with. A starred one is needed: “the page opens only from a card action that gives this parameter.”
4. Untick In menu to make it a detail page.
5. Choose Shown as: Page, Side panel, Dialog or Popover, and a size (Small, Medium, Large).
6. Select Save pages. Then move cards onto the page while it is open.

A page opened by an action opens over the page the card is on. Up to 8 can stack; each keeps the values it was opened with, and Back to the previous page closes the top one. A side panel or dialog offers Open as full page. A page opened without a needed value says “Pick to see this page”.

Drill-down to another board

Open a board opens another board with parameters set from the click. The boards you came through show as a breadcrumb at the top, kept in the address (?trail=…), so Go back and the browser’s back button return through them.

Example: from all sites to one pump.

1. Board Sites: a Table bound to Status under an asset for the top site. On When a row is clicked: Open a board > Site detail, with site set from the clicked row.
2. Board Site detail: an entity parameter site (The page or a link sets it), a device table of the devices under it. On When a row is clicked: Show a page of this board > the detail page Device, with device set from the clicked row, shown as a Side panel.
3. The Device page: a Gauge, a Line chart and a Button whose device field takes The device this page shows (the device parameter).

The Sites board template builds most of this for you. See Board templates and board files.

Troubleshooting

Problem	Cause
A page cannot be removed	“Holds cards or is opened by an action: move the cards and change the actions first.”
An action is refused when saved	Show a page of this board would leave a needed parameter without a value. Give it the parameter.
“Not saved: N action(s) are not finished.”	Each unfinished action says what it needs.
The breadcrumb is gone	The trail is part of the address; a bookmark without it starts a new trail.