Trigger behavior

The default behavior of an Open document trigger is to transfer all criteria from the first document to the triggered document. The transferred criteria includes Global, Local and Drill Down criteria.

A typical example is when we need to get even more details about data in a dashboard. We may then create a specific trigger button in the dashboard analysis to open the Detail document.

The question is how this trigger should behave when activated? The options are:

  • Transfer all criteria from the source document to the target document.
  • Transfer selected criteria from the source document to the target document.
  • Open the target document with its own saved criteria

Furthermore, when criteria are transferred, you can choose between replacing the target document criteria or merging with the target document criteria.

When you add the trigger, you have an option to include or exclude (whichever is the easiest to administrate) all criteria or criteria from selected dimensions:

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Comments

3 comments
  • Hi Frank,

    Well, it depends on what behavior you require.

    In my World, I would probably take this approach:

    1. In most cases I don't need to transfer any criteria from the current document to the triggered document, so my action would be to open the document with 'Saved criteria only', as explained in this article : https://community.targit.com/hc/en-us/articles/360017143878-Triggers-shortcuts-to-other-documents 
    2. If I should need to transfer criteria from the current document to the triggered document, my default setting would be 'Replace' to make sure that the criteria in the triggered document is identical to the criteria in the current document. If you want to leave out some of the criteria, this can be handled by the include/exclude option.
    3. Only on special occasions would I use the 'Merge' option. E.g. if you want to transfer Item and Time criteria from the current document to a triggered document that only has a Department criteria. Then the 'Merge' option will result in criteria on all three dimensions in the triggered document.

    BR / Ole

    1
  • Hi,

    Currently all our triggers have the Targit criteria 'Merge'. Should we change it to 'Replace' because I see the default is 'Replace'. We use it for the Top Menu with links to the dashboards.

     

    Thanks!

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  • Thanks Ole! Totally missed the 'Saved Criteria Only' option. This was not a functionality in Targit 2017 so all Triggers are now with 'Exclude the following' and 'Merge' in the Criteria screen.

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