The Action defines what will be executed when the Trigger happens.

There are two types of Actions :

Refresh open dashboards

This will force open the Dashboards of the Target users to refresh.

Schedule Action Refresh

This is useful for implementing even-based refresh :
You have a Dashboard on a TV screen logged with UserTV.
You want to refresh the data in the Dashboard only when a new batch has been completed.
You set up :

  • a Trigger that is based on a Data Condition corresponding to “batch was completed”.
  • an Action to Refresh open dashboards
  • as Target, User UserTV

Send email

This will send an e-mail to the Targets with an export of the Dashboard as attachment :

Schedule Action Email

Attachment format

Select the desired file format for the attachment :

  • Image
  • PDF
  • Excel

The Dashboard will be exported to the corresponding format and attached to the e-mail.

Layout Configuration

Image and PDF exports require to choose a Layout.


Write the subject field of the e-mail.


Write the content of the e-mail using a rich text editor.

Schedule Action email text


In the content and Subject, you can use some placeholders for displaying some variables values :

{SCHEDULING} : the name of the Schedule that is running
{DASHBOARD} : the name of the Dashboard exported
Last modified: Sep 13, 2021


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