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Help for Insight Studio
  • Kofax Insight Studio
    • User interface
      • Main menu
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        • Document Tree context menu
          • Document usage
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          • Use custom colors
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      • Main panel
      • Property Panel
      • Dimension manager
      • Info panel
        • Global search
        • Insight Help
    • Guide
    • Data sources
      • Define data sources
        • MongoDB and Hadoop ODBC database types
        • SAP BW database type
        • Define tables from data source
        • Customize connection strings
        • Multiple connection strings
        • Define Time zone settings
    • Records
      • Create records
        • Select the Main table
        • Use an Excel file as a source
        • New records - join data sources
        • New records - add as another root (UNION)
        • New records - define or map record fields
          • Define record fields
            • Simple aggregations/transformations to data
            • Time settings for a DateTime field
          • Define record fields manually
          • Rename record fields
        • Create and use derived fields
          • Create a derived field for an R function (sample)
        • Additional record configurations
        • Use Insert-Select query
        • Time options for saved records
    • Metrics
      • Define metrics
        • Standard metric
          • Define a standard metric
            • Add a child table
            • Define advanced data relations
            • Map fields
            • Define record fields manually
            • Set the purpose
            • Simple aggregations/transformations to data
            • Filtering
            • Processing type
              • Create metric pre-aggregated tables for overwrite metrics
            • Time options for saved metrics
            • Test metric
        • Derived metric
          • Define a derived metric
        • Process metric based on process
          • Define a process metric
            • Filtering process data
        • MDX metrics
          • OLAP Date Format
          • Time filter in MDX metrics
        • Metric groups
        • Regression metric
          • Define a regression metric
          • Regression analysis
    • Translation Tables
      • Set up a translation table
      • Use a translation table
    • Views
    • Reports
      • Basic reports
      • Advanced reports
        • Distribution record
        • Create a sample advanced report
      • Cache reports
      • Grid extractors
    • File processor
      • Configure the FTP downloader
      • Schedule an FTP download
      • View FTP logs
      • View or modify FTP downloader settings
      • File parsing
        • Create a template
          • Add fields with parsed file name values
            • Parsed file
            • File structure
            • Header and footer
            • Records
          • Configure Database Mapping tab
        • Create a batch
        • View parsing logs
        • Configure file parsing templates
      • Run Manual Job
    • Execution plans
      • Create an execution plan
      • Load historic data
      • Delete data
      • Define a custom query
    • Processes
      • Records for process definition
      • Data load of the process
      • Define a process
      • Add multiple dates to a process
      • Update an existing process
    • R integration (R Functions and R Models)
      • R Models
      • R Functions
    • Data load module
    • Parameters
    • Constants
    • Accelerators
      • Create an accelerator
    • Logging
    • Test Project
      • Start recording a Test Session
      • Manage Test Cases
      • Test Groups
      • Run tests
      • Test Sessions
      • Run test sessions via command prompt
    • Insight geo maps
      • Software prerequisites
      • Insight geo data
        • Import Insight geo data
      • Geo data layers
      • Remove geo data
      • Add custom shapefiles
      • Customize data
    • Expression editor
      • Actions with elements
        • Expand and collapse a token
        • Manage the cursor
        • Add functions and expression objects
          • List of expression objects
            • Custom calendars
            • SQL functions
              • WHERE_IN and WHERE_NOT_IN operands
            • Variables
        • Drag tokens
        • Use the right-click commands
    • Remote services
    • Localize dashboards and set default locale
      • Add languages to a project
      • Set the "localizable" property for translation tables
      • Generate database localization tables
        • Resource _<Language Code> table
        • ResourcesReferences table
        • DoNotTranslate table
      • Set default locale
    • Global calendar for components
    • Import or export a Studio project
      • Export a Studio project
      • Export a project as separate files
      • Export project APIs
      • Import a Studio project from a ZIP archive
      • Import a Studio project from a specified directory with separate files
  • Dashboard Designer
    • User interface
      • Property Panel
      • Component types
    • Wizards
      • Data wizard
      • Time wizard
      • Display wizard
      • Actions wizard
    • Key concepts
      • Alerts
      • Themes, styles and custom formatting
        • Edit styles in Studio
      • Preview, Viewer and design mode
      • Localization
    • Components
      • Chart types and requirements
        • Bar chart
        • Horizontal bar chart
        • Dial gauge (needle chart)
        • Line chart
        • Bubble chart
        • Linear gauge chart
        • Map chart
          • Map layers
            • Data wizard
              • Configure shapes definition
              • Pin layers
                • Data wizard
                • Time wizard
                • Display wizard
                • Action wizard
                • Add chart layer
                • Group pins
            • Time wizard
            • Display wizard
            • Action wizard
            • Filter data
          • Legends in maps
          • Map component example
            • Prepare Insight documents
            • Create a map component
        • Stacked bar chart
        • Scatter chart
        • Spark line chart
        • Chart with range
        • Pie chart
        • Candle stick chart
        • Tree map chart
        • Area chart
        • Traffic light chart
        • Pareto chart
        • Process control chart
        • Trellis chart
        • Polar column chart
        • Inverted spline, area
        • Donut semi circle chart
        • Combination chart with pie
        • Extended chart with multiple axes
        • Funnel chart
        • Pyramid chart
        • Box plot chart
        • Waterfall chart
        • Create a demo chart
      • Grids - metric and record
        • Metric grid
        • Record grid
          • Add translation table fields to the record grid
        • Display time interval in metric and record grids
        • Alerts Grid and Alert Messages Grid
          • Alerts
            • Create a metric alert
            • Create a record alert
            • Create a process alert
            • Alerts access rights
        • Create Alert Messages Grid
        • Marker grid
          • Set up a Marker grid
        • Additional grid properties and features
          • Freeze columns in a grid
          • Enable or disable URL links and HTML encoding in grids
          • Add a translation table as a series to a metric grid
          • Add multiple levels for column headers in grids
      • Process components
        • Swimlane chart
          • Swimlane timing properties
          • Track cost per a swimlane path
          • Hide async steps
          • Conditional coloring of transitions
        • Process chart
          • Dimensional breakdown in process charts
          • Bottlenecks instance
          • Process time interval options
        • Process step chart
        • Process grid
        • Process trellis chart
        • Behavior-based analytics
          • Swimlane groups
            • Create and use swimlane groups
          • Process filter definition
            • Create a process filter definition
              • Use bound processes for filtering
          • Filter a component by swimlane groups and process filter definition
            • Filter a component by a component with a behavior-based drill down
          • Use process instances as filters
            • Set up a process filter
          • Display metric values on process charts
      • Filters
        • Set up filter components
        • Filter groups
          • Use time filters
        • Filters and drivers
          • Use an Aggregation driver
          • Use charts as filters
          • Save default parameter value in a View
          • Use parameter filter for what-if scenarios
          • Filter components by a grid key field
        • Filter parameters
          • Use parameters to color cells in a grid
          • Save user parameters
        • Apply multiselection scope to the components of group
      • Image
      • Text
        • Retrieve specific record data
        • Add pre-configured project version, project name, or Insight version to the dashboard
        • Display Client offset
      • Buttons
      • Views and View holders
        • Use View holders
        • Create a slide show for a View
      • Menu
        • Add actions to menu items
        • Configure menu items
        • Define menu appearance
      • Actionable components
        • Assign multiple actions
        • Define the style of a dialog box
        • Export a chart to Excel
        • Start data load from the Viewer
        • Change password
        • Launch the Viewer Help
        • Open a URL in a new dialog box
        • Web service calls
      • Search panel
        • Set up a search panel
        • Use the search panel
      • Record form
        • Set up record form
      • Use a regression metric (sample workflow)
      • Create a UI line
      • Upload an Excel file to a View
      • Subscribe to a report
      • Change the Viewer language
      • Share dashboards
    • Design for different screen resolutions
      • Design View layouts for mobile dashboards
      • Use themes in mobile design
    • Advanced analytics
      • Sub-aggregations
      • Reference lines (for charts)
    • Custom help
      • Add custom help to a Viewer component
      • Add custom help for action components
    • Advanced features and properties
      • Use cache
      • Group items in categorized charts
      • Show "Others" in the Viewer
      • Use relative URLs
      • Apply custom colors to charts
  • Kofax Insight Viewer
    • Access the Viewer
      • Log in via the Login panel
      • Log in using HTTP request
      • Send filter values through URL strings
    • Context menu for a component
      • Actions (for process components)
      • Process configuration (for process components)
      • Settings (for maps)
      • Statistics (for scatter charts)
      • Scale (for process components)
      • Process filter (for process components)
      • Process filter definition (for process components)
      • Remove series/Remove data point
      • Trellis (for trellis charts)
      • Reset
      • Pivot
      • Grouping (for non-process charts)
      • Grouping (for swimlanes)
      • Create marker
      • Zoom in/Zoom out
      • Show markers
      • Export
      • Sort by
      • Show labels
      • Chart type
      • Time
      • Refresh
      • Info
      • Logging
      • View
    • Context menu for the Viewer
    • Drill down on a chart
    • Map component
      • Layer settings
      • Drill down on the map
    • Slide show
    • Touch screen actions
      • Gesture definition
      • Gesture function
  • Glossary

Your search for returned results.

Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "

Kofax Insight Studio > Dashboard Designer > Components > Chart types and requirements > Map chart > Map layers > Data wizard > Pin layers > Action wizard

Action wizard

A standard action wizard appears.