Query Action Types

Query actions allow users to interact with widgets on a dashboard. Different query actions appear depending on the type of query selected for a widget. For example, if the query is a work order, only the Open WO(s) query action is available from the Actions drop-down list. See Add a Widget for more information on adding a widget to a Dashboard and setting actions for a widget.

The following query actions are available for the query types listed.

The following common actions are available across many query types:

Case

  • Open Case(s)
  • Show Permit Case(s) on Map
  • Open Related WO(s)

Inspection

  • Open Inspection(s)
  • Show Insp(s) on Map

Service Request

  • Open SR(s)
  • Show SR(s) on Map

Work Order

  • Open WO(s)
  • Show WO(s) on Map

The following actions are available when a Work Order Entity query is used in a widget.

  • Open Associated WO(s)
  • Highlight on Map

The following actions are available when a GIS Feature or GIS Object query is used in a table, map, or count widget.

  • Open in Asset Details
  • Create WO(s)
  • Create Inspection(s)
  • Create Permit Case(s)
  • Create Service Request(s)
  • Highlight on map (this is based on the entity type and object ID)
  • Add to Activities

The following actions are available when a Contract query is used in a widget.

  • Open in Asset Details
  • Open Contract(s) (this option is hidden unless the user is licensed for OpX)
  • Open Associated WO(s)
  • Show Contract(s) on Map

The following actions are available when a Project query is used in a widget.

  • Open in Asset Details
  • Open Related WO(s)
  • Open Related Insp(s)
  • Open Related Cases(s)
  • Open Related SR(s)
  • Open Project(s) (this option is hidden unless the user is licensed for OpX)
  • Show Projects on Map

There are also some available actions to view related work activity information when child data is added to a table widget. See View Related Information for more information.