About Pop-up CrossLink Click Actions

Pop-up CrossLink click actions link a portlet to a hidden portlet. Editing a selection in one portlet updates the data in the hidden portlet. Triggering the click action displays the target portlet in a pop-up window in the center of the page.

Markers or DiveBooks that were created in ProDiver, or Spectre Dive files that were created in Workbench are used to create Pop-up CrossLink click actions.

If using a marker, the data underlying the portlets must share a parent dimension to ensure that data values in the portlet containing the click action are also available to the linked portlet. The target marker must include either a parent window or a QuickView that includes the relevant Dimension.

If using a Spectre Dive file, the file must declare parameters that match the names of the dimensions whose values are to be received. You have explicit control over what to do with the passed-in value. For example, you can use it as a filter:

dive {
  take-parameter "Sales Region" selection=true {
    default-all-values
  }
  
  cplan "/path/to/my.cplan"
  
  filter `param_match("Sales Region")`
  
  window { 
    ...
  }
}

Because all values is the default, no filtering occurs if this example is used without passing a parameter. However, when a parameter is passed, this example filters a column named Sales Region using the Sales Region parameter.

If you want to filter a column that has a different name than the parameter, specify the column name as an optional second parameter to param_match().

Note that param_match() is more comprehensive than using = to compare values. It can handle multiple values, all-values, and values that are the names of named groups. For more information about Spectre functions and Dive files, see Workbench Help.

Pop-up CrossLink click actions are available for the following portlet types:

Chart
Indicator
Map
Marker
Measures

TIP: If the crosslink target is a Measures portlet that has diving enabled, you can dive on dimensions in the pop-up window. For more information, see Diving on a Measures Portlet.

NOTE: When this click action is selected, the target Portlet Instance Settings page shows a message that indicates that the portlet Appears as a Pop-up from <id>.