Specifying the Settings for New Actions

You specify the settings for a new action in the "Create New Action dialog" (displayed as the New Action dialog for agents and dashboards, and Add New Action dialog for scorecards), when you do any of the following tasks:

• "Creating Named Actions"

• "Adding Actions to Analyses"

• "About Adding Actions to Dashboard Pages"

• "Adding Actions to Agents"

• "Adding Actions to KPIs"

• "Adding Actions to Initiatives and Objectives in Scorecards"

To specify the settings for a new action:

1. Click the Create New Action button (displayed as the Add New Action button in an agent or New Action button in a dashboard) and then select the type of action to create. If you selected:

   • Navigate to BI Content, first the "Select BI Content For Action dialog" is displayed, where you select the Oracle BI EE content to which to navigate, and then the "Create New Action dialog" is displayed.

   • Navigate to EPM Content, first the "Select the Hyperion resource you want this action to invoke dialog" is displayed, where you select the Hyperion resource to which to navigate, and then the Create New Action dialog is displayed.

   • Invoke a Web Service, the "Select Web Service Operation dialog" is displayed, where you select a Web Service operation to be invoked or enter the URL for the WSDL if the web service is not preconfigured, and then the Create New Action dialog is displayed.

   • Invoke a Java Method, the "Select Java Method dialog" is displayed, where you select the Java method to be invoked, and then the Create New Action dialog is displayed.

   • Any other action type, the Create New Action dialog is displayed.

2. Depending on the type of action that you are creating or editing, do one of the following, as described in Table 10-2.

   Table 10-2 First Step by Action Type

   Action Type	What You Do
   Navigate to a Web Page or Invoke an HTTP Request	In the URL field, enter the URL of the web page. Tip: You can highlight the URL in the browser and copy and paste it into the URL field.
   Invoke a Browser Script	In the Function Name field, enter the name of the function to be executed or click Browse and complete the "Select Script Function dialog." If the script has parameters defined for it and you selected the function in the Select Script Function dialog, then the parameters are displayed in the Define Parameters list. If you manually entered the function name, then you must manually add the parameters.
   Invoke Server Script	In the Language box, select JavaScript or VB Script, and then in the Script Path field, enter the path of the script to be executed. By default, the scripts are stored in the following directory: ORACLE_INSTANCE\bifoundation\OracleBISchedulerComponent\coreapplication_obischn\scripts\common. For example D:\OBI11g\instances\instance1\bifoundation\OracleBISchedulerComponent\coreapplication_obisch1\scripts\common. Note that the Administrator can change the default directory where the scripts are stored.
   Invoke Agent	Click Browse and complete the "Select Existing Agent dialog."
   Navigate to E-Business Suite	In the Define Parameters list, define these mandatory parameters: FunctionCode — The name of the function that relates to the target E-Business Suite form, for example, GLXIQJRN ConnectionPool — The name of the connection pool for the Oracle E-Business Suite database in the Oracle BI repository, for example, EBS12 You can also define optional parameters for passing the context from Oracle Business Intelligence to EBS forms. For information on defining parameters, see the steps for defining parameters in this procedure. For information on integrating with Oracle E-Business Suite security, see Integrator's Guide for Oracle Business Intelligence Enterprise Edition.
   Navigate to Siebel CRM	In the Define Parameters list, define these mandatory parameters: View — The name of the view that contains the record to which to navigate, for example, Opportunity List View. Applet — The name of the parent applet in the view that contains the record to which to navigate, for example, Opportunity List Applet. Pass Value — The row number of the record to which to navigate, for example, 3SIA-2O5VU. Generally, if you are adding this type of action to an analysis as an inline action, you use a column in the analysis criteria to set the value of Pass Value. To do so, click the Change type of value button, select Column Value, and then click the Column Value button and select the column. For how to determine the name of the view, applet, and record row number, see your Siebel CRM application documentation. For information on defining parameters, see the steps for defining parameters in this procedure.

   
   

3. (for an Invoke an HTTP Request only) In the Request box, select one of the following options:

   • Get — Invokes the URL as an HTTP GET request.

   • Post — Invokes the URL as an HTTP POST request.

4. (for an Invoke Agent action only) In the Execute for Recipients box, select the scope of recipients. For example, if you want the recipients to be the same as the recipients of the selected agent, then select Of Specified Agent.

5. (optional for a Navigate to Web Page or an Invoke an HTTP Request action) To define parameters for the action, click Define Parameters to display the Define Parameters list.

6. Define the parameters as appropriate:

   • To add a parameter, click the Add Parameter button. A new parameter row is added to the Define Parameters list. (Note that the Add Parameter button is not available for all action types.)

   • (for an Invoke Server Script action only) To pass the delivery content or the results of the analysis on which the agent condition is based to the script, click the Add Document Parameter button. A new document parameter row is added to the Define Parameters list.

   • Specify the column values for each parameter:

     • In the Name column, if you are creating a new parameter, then enter the name of the parameter. Use a name that is unique within the action.

       This column is not available for all action types.

     • In the Prompt column, if you want the user to provide the parameter value, then enter the prompt to display to the user.

     • In the Value column, to provide a parameter value, enter or select the value. If you want the user to specify the value, then leave this field as is.

     • In the Fixed column, specify whether to allow users to see but not set the parameter.

       This column is not available for all action types.

     • In the Hidden column, specify whether to hide the parameter from users.

       This column is not available for all action types.

     • In the Optional column, specify whether the parameter requires a value before the action can be executed.

7. (optional) Customize information displayed to the user when the action runs:

   1. Click Options to display the "Action Options dialog."

   2. Specify the customization that you want.

   3. Click OK.

   This functionality is available only for actions where it is appropriate to display information to users.

8. Click OK.

   If you are creating a named action, then a dialog is displayed where you specify the information for saving the action.