Action buttons for dashboards and perspectives

About action buttons

Action buttons are customized buttons that you can add at the top of a dashboard or perspective.

You can choose between different types of actions:

• Open an internal link

  An internal link within your Dashboard Server instance. For example, when you want to link from an object's perspective to a dashboard that is relevant for that object.Internal links use only the part of the URL that comes after .../SquaredUpv[version number]/. For example, if the full URL to a dashboard is https://mysquaredup.com/SquaredUpv5/page/dashboard-enterprise-applications, you need to use /page/dashboard-enterprise-applications.

• Open a web link

  A link to any URL. For example, when you have a dashboard for monitoring a website or application, you can add a link to that website or application. Web links have to include the http:// or https:// prefix. These links will open in a new tab by default.

How to add an action button to a dashboard or perspective

1. For dashboards: Go to the dashboard where you want to add the action button.

   For perspectives: If you want to add the action button to a specific perspective, go to a resource that contains the perspective and choose this perspective. If you want to add the action button to all perspectives of a specific type of resource, go to a resource of this type.

2. Click on the edit button to go into edit mode.

   

3. Click on the Edit actions button.
   

4. Under Actions, click on the add button.
   

5. Enter a name for your new action button.

6. Select the type of action you want to create:

• Open an internal link

  An internal link within your Dashboard Server instance. For example, when you want to link from an object's perspective to a dashboard that is relevant for that object.Internal links use only the part of the URL that comes after .../SquaredUpv[version number]/. For example, if the full URL to a dashboard is https://mysquaredup.com/SquaredUpv5/page/dashboard-enterprise-applications, you need to use /page/dashboard-enterprise-applications.

• Open a web link

  A link to any URL. For example, when you have a dashboard for monitoring a website or application, you can add a link to that website or application. Web links have to include the http:// or https:// prefix. These links will open in a new tab by default.

7. Only for perspectives: Decide when the action button will be shown.

   "only show when this perspective is selected":
   If you leave the checkbox activated, the action button will be visible only on this one perspective.

   If you deactivate the checkbox, the action button will be visible on all perspectives for all resources of the same type as the resource you are currently viewing.

8. Click done to save the action button.

9. You can add more buttons or click done to finish adding buttons.

10. Click publish to make the changes live.

    You can now see your newly added action button.