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 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 Transaction History query is used in a widget.

  • Open WO(s)

NOTE: The Open WO(s) action only works if the transaction type is issue or receive and it has an associated work order.

  • New Audit
  • New Issue
  • New Receive
  • New Transfer
  • View Attachments
  • View Signatures

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

  • Create Requisition
  • New Audit
  • New Transfer

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

  • Complete Material Request
  • Un-complete Material Request
  • Cancel Material Request
  • Un-cancel Material Request
  • Approve Material Request
  • Un-approve Material Request

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

  • Open Requisition
  • View Attachments
  • View Signatures