Create a UI action that enables users to view relevant analytics while completing a
form. The UI action associates the table that uses the form, a breakdown used with that
table, and a breakdown dashboard.
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 breakdown,
create a breakdown dashboard that uses that table and the breakdown source of that
breakdown. Design the dashboard so that it prominently displays the most useful
information to the users who create records on that table. For more information
about breakdown dashboards, see Using breakdowns on dashboards.
Performance Analytics must be active to create in-form analytics.
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 breakdown for analyzing the table. The UI action icon
appears next to the field that corresponds to this
breakdown, if the field is included in the form
||The breakdown dashboard to display. The dashboard must
use the selected Table and the
breakdown source of the
||The icon to display next to the breakdown-related field
on the form.
||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.
Example: Incident Assignment Group in-form analytics
Consider the case where you want support engineers who create incidents to be able to
see the expected time to close the incident based on the assignment group. You have
designed a widget that shows the expected time to close an incident. You have added
this widget to the In-form Analytics breakdown dashboard, which uses the Groups
breakdown source. 'Groups' is the source for the Assignment Group breakdown.
Now you create in-form analytics for the Incident [incident] table, the Assignment
Group breakdown, and the In-form Analytics - Incidents dashboard. You select the
icon for the UI Action. This icon will appear next to the Assignment Group field.
You also decide to create a Related Link to the dashboard.
Clicking the dial icon opens the pop-up view of the dashboard. Note that instead of
the dashboard name, the pop-up window is titled "Analysis of [Breakdown name]".
The Self-Service view does not show the Assignment Group field by default. In this
case, you can still view the analytics from the Related Links.