Concept: Discovery Board Controls
When you create or edit a discovery board, you can give discovery board viewers some control over the data returned in the board by creating controls. A control is a configurable input that provides viewers some lightweight data analysis capabilities over the discovery board that they view.
Each control is associated with and linked to a controllable, either a prompt or a filter. When editors or viewers select a value in a control, Workday applies that value as the input to the associated controllable.
When you view a discovery board with controls listed in the control panel, you can select a viz to see which controls impact that viz. Workday displays a small, blue circle icon to the left of each control name that impact the selected viz.
To create a control, select the
Create Control and Link
option from either a prompt menu or filter menu.When you select
Create Control and Link
for a controllable, Workday:
- Creates a control and links it to the controllable.
- Displays a control panel on the right side of the discovery board workspace. Workday displays the control panel in both edit mode and view mode.
- Places the control at the bottom of the control panel. Workday creates 2 controls when you configure a filter that uses the is between operator.
You can create a control for:
- Any prompt.
- Filters that use an operator that accepts a filter value, such as the operator is greater than or is in list. You can't create a control for filters that don't accept values, such as filters with the operator is empty or is not blank.
When you create a control, you can:
Control Action | Notes |
|---|---|
Change the name of the control. | Select Rename from its menu in the control panel.
Workday uses the prompt or filter name as the control name automatically. Because some prompts and fields have the same name, you can create multiple controls with the same name. Note that when you create a control from a filter that uses the in between operator, Workday creates 2 controls and uses both the field name and control operator to define the control name. |
Change the order in the control panel. | Drag and drop a control in the control panel to change its order.
By default, Workday displays the controls in the control panel in the order you create them. The order of the controls doesn’t affect the data because Workday applies an AND condition between all controls. However, you might want to change the order to group together similar controls. |
Remove the control. | Select Remove from its menu in the control panel.
When you remove a control, Workday:
Additionally, Workday automatically removes a control when you perform an action on its associated controllable that renders the control obsolete. Example: The controllable is a filter and you update the filter, or disable the filter. |