Graph section

The Graphic section on the Actions tab graphically displays summary information of actions. The Actions By drop-down list contains a list of filterable fields. The type of field determines if a bar chart or donut chart is displayed. A donut chart is a pie chart with a hole in the center that displays the total number of actions. The donut graph displays when you select Action State.

You can perform a number of tasks in the Graph section that impact the Graph section of the Actions tab.

• Make a selection from the Actions By drop-down list to graph the distribution of actions by this field. The graph displays counts (number of actions) for each value of the selected field. Data for which there is no value is displayed as (No Value).
• For most Actions By fields, a solid bar is displayed with a count for each action with the field value. If the Actions By field is Assigned To or Topic Assigned To and the value is a work team, the bar is not solid.
• If the Actions By selection is Action State, the states and number of actions for each state appear in a donut graph whose total area corresponds to 100%. If there are many states, you may want to remove some of the states with larger values to compare the states with smaller values. You can hide a state from the donut by clicking the box to the left of the name in the legend.
• Select or deselect the Include Closed Actions check box to include or exclude actions that have been closed. For bar charts, this adds a bar in a lighter color for any closed actions. If there are open and closed actions for the Actions By field, then a stacked bar is displayed. Hover over the two sections to see the breakdown of the total shown by closed versus open actions. If you have chosen Action State or Topic Current State from the Actions By drop-down list and then select the Include Closed Actions check box, a second donut chart shows the closed actions.
• Hide or show the Graph section by clicking the up-arrow or down-arrow that appears at the bottom of the Graph section.
• If you click any item in the Graph section, a menu opens with two options:
  • Add to filter: Add the filter to the Filter bar and filter the Actions table.
  • Replace filter: Replace current filters on Filter bar with the graph selection and filter the Actions table.

Filter bar

The Filter bar on the Actions tab appears above the Actions table and contains a Select Filter button () for adding custom filters to filter the table below. Available filters are defined in the topic workflow configuration. The Action State filter always appears on the Filter bar but you can change the filter values.

• Click the Select Filter button () to add or remove filters. You can add as many filters as you want. After you add the filter, you select values for the filter by clicking the filter.
• Click the Reset button to clear the values of the selected filters and set the Action State filter to All Open Actions. The filters stay on the Filter bar; however, you can redefine the values for each filter. To remove filters from the Filter bar, uncheck the filter from the Select Filter menu.

Actions table