Configuring an action button column in a table
Note
This option pertains to the Hyperproof TPRM product line.
Use the Action Button column type to perform specific actions such as starting a new project, redirecting to a link, displaying a pop-up, populating table data, or copying data to a catalog.
From the menu, select Settings.
Click Tables.
A list of existing tables displays.
Select the table you want to modify.
The table window displays.
Click + Add Column.
The Add Column window displays.
Complete the following fields:
Column Name - Enter the name for the column.
Column Description - Enter a brief description of the column. This field is optional.
Data Type - Select Action.
Action Type - Select one of the following:
Start new project - Triggers the creation of a new project using table data.
Link - Redirects the user to a specified URL.
Information pop-up - Displays a pop-up window with preconfigured information.
Populate table data - Copies or maps data to a target table with options for review or automation.
Copy to catalog - Copies mapped data to a catalog with an optional review process.
Required - Toggle on if you want to make the column required.
Continue with the sections below for each specific Action Type.
Configuring the Copy to catalog action type
If you selected Copy to catalog, follow these additional configuration steps.
In the Action Type field on the Add Column window, select Copy to Catalog.
In the Entity Column field, choose a column to identify the catalog entity.
In the Data Population Type field, choose one of the following:
Review - Displays a pop-up for review before copying data.
Non-Review - Automatically copies data when the button is clicked.
Background - Copies data automatically without user interaction when data is added to the table.
Under Catalog Mapping, select the target catalog where the data will be copied.
Map source columns in the current table to target fields in the catalog. Custom values can also be added in the source column.
Click Save.
Configuring the Populate table data action type
This Action is used to copy data from one table column to another table column. If you selected Populate table data, follow these additional configuration steps.
In the Action Type field on the Add Column window, select Populate table data.
In the Data Population Type field, choose one of the following:
Review - Displays a pop-up for review before copying data.
Non-Review - Automatically copies data when the button is clicked.
Background - Copies data automatically without user interaction when data is added to the table.
In the Select target table field, select a table from the list. The data will be populated into that table.
Map source columns in the current table to target fields in the catalog. Custom values can also be added in the source column.
Click Save.
Configuring the Start new project action type
This action is used to trigger the creation of a new project with the associated entity (column value) in the table.
In the Action Type field on the Add Column window, select Start New Project.
Select the project and the project name.
Click Save.
Configuring the Link action type
This action is used to open a URL when the button is clicked.
In the Action Type field on the Add Column window, select Link.
Enter the URL to be opened when the button is clicked.
Click Save.
Configuring the Information pop-up action type
This action opens a pop-up window with additional information.
In the Action Type field on the Add Column window, select Information Pop-up.
Enter the content for the pop-up.
Click Save.