Help for Insight Studio
  • Kofax Insight Studio
    • User interface
      • Main menu
      • Documents Tree
        • Document Tree context menu
          • Document usage
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        • Studio settings
          • Manage themes
      • Main panel
      • Property Panel
      • 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
    • 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
          • Define record fields manually
          • Rename record fields
        • Create and use derived fields
          • Create a derived field for an R function (sample)
        • Additional record configurations
        • 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
      • Remove orphaned rows
      • 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
      • Import a process from Kofax TotalAgility
        • Import procedure
        • Use imported processes
        • TotalAgility process in the Insight Viewer
    • 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
    • Remote services
    • Expression editor
      • Subtokens
      • Expanded and collapsed token
      • Managing cursor
      • Add functions and model objects
      • Drag tokens
      • Right-click commands
      • List of model objects
    • Localize dashboards and set default locale
      • Add languages to a project
      • Set the "localizable" property for translation tables
      • Generate database localization tables
      • 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
        • Alerts Grid and Alert Messages Grid
          • Alerts
            • Create an alert
            • Alerts access rights
        • Marker grid
          • Set up a Marker grid
        • Additional grid properties and features
          • 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
        • Filter groups for record grids
      • Image
      • Text
        • Retrieve specific record data
        • Add pre-configured project version, project name, or Insight version to the dashboard
      • 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 pop-up title style
        • Export a chart to Excel
        • Start data load from the Viewer
        • Change password
        • Launch the Viewer Help
        • Open a URL in a new window
        • 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
  • 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 definition (for process components)
      • Process filter (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
  • SQL functions
  • Glossary

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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 opens.