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Logic
Dashboards and controls support a number of events that trigger actions, built up as an action flow.
Events
Section titled “Events”Actions are triggered by events such as on click, on load, on update, and on (value) change: available both on individual controls and on the dashboard page itself. Select the Events tab in the right sidebar, choose the applicable event, and add one or more actions.
Actions
Section titled “Actions”The available actions are grouped by category:
| Category | Actions |
|---|---|
| Content | Refresh control, Refresh dashboard, Set property |
| Navigation | Load dashboard, Return to forms, Start chat, Open menu, Hide menu, Show workflow overview, Show timeline, Show settings |
| Form modification | Show form overview, Show new form, Open filled form, Copy filled form |
| Panels | Open panel, Close panel |
| Native | Go to website, Call a number, Compose mail |
| Export | Export to Excel |
| Grid rows | Open row filled form, Download row document, Copy row filled form, New form for row definition |
Action flow
Section titled “Action flow”Action flows work the same way as on forms: they start with an If condition or Switch condition, and can combine multiple expressions into more powerful conditions.
Messaging
Section titled “Messaging”Customize and translate the messages shown when a dashboard action fails, for example Execute flow failed and Execute agent failed, through display texts.
Scanning
Section titled “Scanning”On mobile, dashboards can react to barcode or NFC scans in two ways:
- On scanned value event: triggers while the dashboard is already open, for repeated, real-time scanning (for example with a Zebra device scanner or a Bluetooth NFC scanner). The scanned value isn’t returned directly by the event, but becomes available inside actions that support it, such as Set value, Execute dataflow, or Execute agent.
- Scanned tag in a navigation flow: triggers during navigation, using the device camera instead of dedicated scanning hardware. Configured on a Set parameter action, it opens the camera, applies the scanned value to the incoming parameter, and continues loading the dashboard filtered by that value. If the scan fails or is cancelled, the dashboard doesn’t open.
Use on scanned value for continuous operational scanning (warehouse, production), and scanned tag to open a dashboard already filtered to a specific record, such as a product detail page. Both are mobile-only: dashboard scanning isn’t supported in the web viewer.