Create a UI action that enables users to access contextual in-form
analytics.
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
[sys_ui_action] table.
Before adding in-form analytics for a specific table and breakdown,
create a breakdown dashboard that uses that table and the breakdown source of the
breakdown.
For more information about breakdown dashboards, see Using breakdowns on dashboards.
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.
Navigate to and create a new record (see table for field descriptions).
