Run Actions on a Mobile Device

On mobile devices, you can run actions on your discoveries or presentations using a long tap to open the Actions menu, or using a standard tap where the Run From configuration enables Mouse Click. You can also tap images, infographics, and so on that have an associated jump action.

You might do this because you want to open another report that’s filtered based on your current selections, open an external URL, or move between the different tabs in a Mini-Tab panel.

Running an Action

You can run an action on a mobile using either a tap or a long tap touch gesture, depending on how the action is configured.

Supported Action Types

If actions of the following types have been configured for your presentation or discovery, you can prompt them when using a mobile device:

• Jump to Content Item - Open another content item, either a discovery or a presentation.
• Jump to Tab - Open a particular tab on a Mini-Tabs panel.
• Jump to URL - Open a URL in a new tab or pop-up.

Steps

With your discovery or presentation open in the Mobile Client:

1. If your action is a Jump Action, tap the "button" (text box, image, shape, or Illustrate infographic) to prompt the action.
2. Otherwise, select the data point, measure, or background of the content item and do one of the following: 
   • Tap the selected item to run the action directly. Note: This only works for actions that are configured to support a single Mouse Click.
   • Long tap (tap and hold) the selected item to open its menu. From that menu, tap Actions (orange highlight below) and then the name of the action you want to run.
3. Done! The selected action will be performed as described above.

Related information

Action Configuration

Actions can be created and configured in Discover Pro or Present Pro, where you can configure the Run From option to enable single-tap prompts if required (Mouse Click). You can also create and configure Jump Actions, where the trigger is a "button," in Present Pro.