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The View Config tab holds the configurations that are applicable for the Analytical Charts App. Configure the View Configurations based on the description provided in the following table:

  1. Caching:

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    #

    Field Name

    Description

    Sample Value

    Caching

    1

    Enable Data Cache

    Enable this option for scenarios where the underlying data source cannot support
    dynamic filter, sort, and group requests and can only return complete data set.
    This pulls the data from data source into an in-memory cache and performs all operations on the in-memory cache.
    Care must be taken when enabling this option to ensure that sizing based on usage needs are considered / factored before this is enabled.

    Toggle on: Cache data from data source prior to processing.

    Toggle off: Gets data from data source.

    Toggle on

    2

    Caching Scope

    When Cache Data Indicator is 'Yes' enables the Caching Scope option.

    App Instance: Indicate that caching from data source must be done for every instance of the App.
    This means that there will be more requests to the data source for every time the user navigates to the App across workspaces.

    User Session: Indicates that the caching from data source is done at the Session level. This reduces the number of hits to the data source.
    This option must not be used for cases where within a session; the user does some activity and expects the cached data to change.

    Advanced Chart Configurations:
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    App Instance



  2. Context Menu: 

    Context menus are the pop-up menus that appear when right-clicking the apps. Usually the context menus are created for the record manipulation activities.

    Info

    The context actions triggered using the context menu will enforce entitlement enabling a direct context to the logged-in user against the data they are viewing and the actions they can perform on the data.


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    Yes: Enables the end user to switch between different charts along with the applicable properties and their values. Possible switching options are:

    • Single series to another single series chart type.
    • Multi series to another multi series chart type.
    • Multi series to any single series chart type.
    Select Switch Chart Options: When Customize Switch Charts Options has value 'Yes', this option will be enabled. Enables you to select the types of charts to which the existing chart type can be switched.
    No: Does not enable you to switch between different charts.

    Reference Lines Configuration

    #

    Field Name

    Description

    Sample Value

    Display SetupContext Menu

    1

    Y Axis Maximum Value

    Enables the end user to set the limit for maximum value in Y Axis.
    The value set in this field must be more than the existing maximum value in Y Axis.

    42000

    2

    Y Axis Minimum Value

    Enables the end user to set the limit for minimum value in Y Axis.
    The value set in this field must be less than the existing minimum value in Y Axis.

    9000

    3

    Show Border 

    Yes: Displays border around the chart.
    No: Does not display border around the chart.

    Yes

    4

    Customize Switch Charts Options

    Yes

    5

    Show Watermark

    Yes: Enables you to display a watermark image in the chart.
    No: Does not enable you to display a watermark image in the chart.

    No

    6

    Watermark Position

    Enables to select the position for the watermark image.

    Top Right

    7

    Watermark Image URL

    Location of image to be rendered as watermark image.

    images/sample.png

    Info

    Chart Reference Lines are the indicators that show a key value, threshold limit or average of your data. The Reference lines are applicable for all the line charts, bar charts, angular gauges, and linear gauges. This reference line enables you to analyze the chart values based on the reference value limit.

    8

    Number of Thread Lines

    Enables the end user to set the number of thread lines to be displayed in the chart.

    1

    9

    Display Label Key

    Localized label key of the thread line that appears as a tool tip on the thread line.

    Revenue

    10

    Reference Value

    Defines the display value for the thread line.

    15000

    11

    Add Line

    Click Add Line button and follow the steps 9 and 10 to add the pending thread line details.
    Adds extra row to provide additional thread line details, if number of thread line is 2 or more.

    NA

    12

    Delete Line

    Removes the selected line.

    NA

    Chart Annotations - Refer Chart Annotations

    Enable Context Menu

    Toggle on: Switch on the toggle to enable context menu for the grid. 
    Toggle off: Switch off the toggle if you do not want to enable context menu.

    Toggle on

    2Enable Swipe Context Menu

    Toggle on: Switch on the toggle to enable swipe context menu for the grid. 
    Toggle off:Switch off the toggle if you do not want to enable swipe context menu.

    Tip
    titleNote

    Swipe Context Menu is applicable only for mobiles and tablets.


    Toggle on3Add NewClick Add New to add new context menu or swipe context menu. 


    On clicking the Add New button, the configurations for the context menu appear as shown in the following screen shot. Provide the configurations for the new context menu based on the information available in the following table:


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    #

    Field Name

    Description

    Sample Values

    1

    Menu Id

    This field is mandatory. Menu ID serves as a unique ID for the context menu. 

    PAYMENT_INITIATION

    2

    Menu Display Name Key

    This is a mandatory field. Menu Display Name Key can be termed as label key of the localized text, which will appear as Menu Name.

    PAYMENT INITIATION

    3

    Event Id

    This is an optional field. It denotes a unique Event ID, which will be initiated on click of the menu.

    -

    4

    Context Type

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    This is a mandatory field. It denotes the type of Context menu, which must appear on the screen. The available options are:

    • MENU
    • ICON
    • APP

    MENU

    5Dialog size

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    This is a mandatory field. It indicates the dialog size of the form or form container, that appears on the screen, based on the selection of Launch Type. The available options are: 

    • Small 
    • Medium 
    • Large 
    • Extra Large
    Medium
    6

    App Widget Id

    This is an optional field. Indicates the Context App to be shown automatically when the current menu is clicked. 
    This option is applicable only when the Context Type is 'APP'.

    -

    7Launch Type

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    This is an optional field. On clicking the context menu, a form with or without containers gets launched in modal window. The option ‘PUBLISH’ enables to submit or publish the relevant information. The available options are:

    • Launch form without Container in Modal Window - This launch type enables the form to be launched without a container.
    • Launch form with Container in Modal Window - This launch type allows the form to be launched along with a container.
    • Publish -This launch type paves the way for publishing the information of relevant fields.
    LAUNCH FORM WITHOUT CONTAINER IN MODAL WINDOW
    8Config

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    Config serves as an action button. If Launch Type is involved, then Config certainly becomes mandatory


    Tip
    titleNote

    You will be able to select form containers only if you choose the option of Launch Form with Container in Modal Window in Launch Type drop-down list. If the Launch Type is Launch Form without Container in Modal Window, then you will be able to select only forms.


    1. Click Config to select forms and form containers. 
    2. From the list of forms, select a form of your choice. 

      Tip
      titleInfo

      The form, which you select, must be relevant to the data of the chart.



    9Req Model ID

    This is an optional field. It indicates the Request Model ID of the Form.

    -
    10Mode

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    This is an optional field. It indicates the type of mode. 


    Tip
    titleNote

    If you don't choose any mode type, then depending on the launch type, a form with or without container gets created. In case, if the launch type involves Publish, then the information associated with the relevant fields will get published.


    The available options are: 

    • EDIT - Enables the user to modify or edit the form.
    • VIEW - The user can only view the form and there is no scope for performing any actions.
    EDIT
    11

    Applicable for

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    This is a mandatory field. Indicates the channels, for which the menu is applicable. The available options are:

    • Desktop
    • Mobile
    • Tablet


    12Block Position

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    Indicates the Swipe Position in Mobiles and Tablets. This option appears only if Enable Swipe Context Menu is selected. It serves as a mandatory field. The available options are:

    • Left
    • Right
    LEFT
    13Label

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    Indicates the label key of the localized text, which is assigned as the name of the context menu. 

    Selected: The label key will appear.

    De-Selected: The label key will not appear. 

    Selected
    14Icon

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    This option allows you to choose an icon for the context menu. 

    Selected: The icon will appear. 

    De-Selected: The icon will not appear. 

    To select an icon for context menu, perform the following steps: 

    1. Click the iconImage Addedon the left side of the newly created context menu, e.g. PAYMENT INITIATION

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    A screen, comprising of various icons appears. 

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    2. Default, Active and Disabled are the three available options, categorized under the field, Choose icons for different state. To find an icon, type the name of the icon in the Search box to find it. You can assign separate icons for the three different states of Default, Active and Disabled. Default indicates the default icon of the context menu, whereas Active and Disabled depict the active and disabled states of the context menu respectively. 

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    3. For customized icons, click Custom tab.  

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    4. Click Browse Files button to select an image from your local drive. You can even drag and drop the customized image file directly.

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    5. After selecting the image, provide unique names for Class Tag and Search Tag. The Image Name gets assigned automatically. In case, if you wish to change the Image Name, then you can modify it. The name, which you provide in Search Tag, will be detrimental, when you perform a search. Use the name, provided in the Search Tag to find the customized icon.  Click Ok to upload the customized icon. 

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    6. To edit the configurations of the context menu, click Image Addedicon, whereas to delete the context menu, click Image Addedicon. Click Image Addedicon to create a new context menu, which will be categorized under the recently created one. 

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    Selected
    15

    Create

    Click Create to create the context menu.