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.
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, and for filters that:
- Use static values.
- 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. |