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Rw ui steps macro | ||
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Click the Inputs button at the top of the Activeboard (available only with the edit editing mode activated), then click and drag your chosen input type to the Activeboard workspace. See the different input types in this article.
The new input will appear right away. However, you need to specify the properties of the new input to use it as required. To do so, click the input title bar to display the settings pane, which will appear to the right. Check these properties in the section below. |
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When you click the title bar (or the ellipsis menu and select Properties), a panel opens on the right side with the following tabs:
Data
ID ✔️ Text input | This is a unique name for the input used for internal calls, such as referring to data in the input from a widget (see Calling an input value from a widget). It is auto-generated and cannot be modified. | ||||||
Name ✔️ Text input | The name of the input. This is the friendly name that appears in the input title bar in the Activeboard. | ||||||
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Description ✔️ Text input | A meaningful description assigned to the input to tell about its content. | ||||||
Data source ❌ Text input | This is the query that feeds data to the input. Click the Edit button to open the Query Editor, where you can edit and update the input's query script. | ||||||
Custom date range ❌ Text input | (Optional) Toggle on this option to set a date range for the input that overrides the date range set for the Activeboard. Inputs with a custom date range show the calendar icon next to the title. Learn more about setting time ranges here. | ||||||
Data loading ❌ Text input | You can select the data fetching method for your input. When you select an option other than Inherited, the input option will always take priority over the global Activeboard option. | ||||||
| Inherited (default) | This option aligns the data fetching method with that of the Activeboard. | |||||
On demand |
When this option is enabled, the input will retrieve data only when manually prompted. This means that the input is empty after accessing the Activeboard and displays a message explaining why, along with a button to manually fetch data. Inputs with this option enabled will remain unaffected by the Active refresh and will work fine when scheduling Activeboard reports. However, it has implications when exporting the Activeboard to PDF. | ||||||
Lazy |
When this option is enabled, the input will retrieve data only when it enters the screen after scrolling. This means that the input will not be loaded unless it is within the visible part of the landing screen or enters the screen after scrolling. | ||||||
Eager |
When this option is enabled, the input will retrieve data as soon as the Activeboard is accessed. |
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The settings available in the Visual tab will depend upon the type of input chosen. Learn more about the settings of the different types of inputs in this article.
Raw
Here you can access the raw configuration of each input. You can edit this, and copy and paste it in the Raw field of another input to clone the input settings. This is especially useful when you wish to copy inputs across different Activeboards. If you perform any changes, click the Save changes button to apply them.