Create a UI action that enables users to access contextual in-form
Role required: pa_power_user, pa_admin, or admin. In addition to the Performance
Analytics roles, you must be able to create records on the UI Actions
Before adding in-form analytics for a specific table and field, a
breakdown dashboard that uses that table and field as a breakdown source must
Performance Analytics must be active to create in-form analytics.
In-form analytics integrate performance insights
into forms so that users can access important metrics in context, and make better
decisions. A dashboard with relevant visualizations appears as a pop-up when a user
clicks the Analytics icon ( next to a field. For example, in-form analytics on an incident form show
the expected to time close that incident based on historical data, enabling support
engineers to set appropriate customer expectations.
and create a new record (see table for field descriptions).
Table 1. In-form analytics fields
||A descriptive name for the UI action.
||The table to display analytics for. The in-page icon
appears on forms for this table.
||The field that the in-page icon appears next to. The
analytics are broken down based on the value of this
||The breakdown dashboard to display. The dashboard must
use the selected Table and
Field as a breakdown
||The icon to display next to the selected field on the
||The color of the form icon.
|Create in-form link
||Display a related link on the form in addition to the
icon when this check box is selected. The related link
directs to the same dashboard as the icon.