Navigation flows

Category: App Studio

Version: 1.0

Last Updated: March 02, 2026

Author: Any2Info


Description

The Navigation Flows module defines how incoming parameters of dashboards are populated during navigation.

It allows configuration of:

  • Incoming parameters when a dashboard is opened from the Viewer menu.

  • Parameters passed when navigating between dashboards.

  • Dynamic value assignment based on static values, user context, variables, control values, drillthrough context, or scanned input.

Navigation Flows are configured in the App Studio section and apply exclusively to dashboards.


Scope

  • Applies only to dashboards.

  • Supports navigation from:

    • Viewer menu (initial dashboard selection).

    • Dashboard actions (button clicks, control events, etc.).

  • Navigation to forms is supported at runtime, but Navigation Flows are not configurable for forms.


How It Works

1. Starting Dashboard (Viewer Menu)

Each dashboard that can be opened via the Viewer menu can be configured in the Navigation Flows module.

When selecting a dashboard inside the module, two sections are available:

  • Actions

  • Parameters

The Parameters section corresponds directly to the configured incoming parameters of the selected dashboard.

Incoming parameters themselves are defined in the dashboard configuration (via the dashboard ellipsis menu under Incoming Parameters).


2. Navigation Between Dashboards

Navigation between dashboards is configured via the Actions section.

An action can:

  • Navigate to another dashboard.

  • Navigate to the same dashboard (useful for applying new parameter values).

  • Pass parameter values from the source dashboard to the target dashboard.

This enables scenarios such as:

  • Filtering a dashboard based on a selected record.

  • Opening a detailed dashboard from a summary view.

  • Refreshing the current dashboard with a more specific context.


Configuration Sections

Parameters

The Parameters section allows configuration of how incoming parameters are populated.

For each incoming parameter, the following can be configured:

Setting
Required
Description

Parameter

Yes

The incoming parameter defined on the target dashboard.

Description

No

A descriptive label explaining the purpose of the parameter mapping. Intended for the designer.

Value Source Type

Yes

Defines how the parameter value is determined.


Value Source Types

Static

Uses a fixed value. Requires manual entry of the value.

User

Uses the signed-in username. Behaves identically to the User type in Fixed Filters.

UserId

Uses the signed-in user ID. Behaves identically to the UserId type in Fixed Filters.

Variable

Uses a selected application variable. Behaves identically to the Variable type in Fixed Filters.

Control

Uses the value from a specific control on the source dashboard. The control must be explicitly selected during configuration. The control’s current runtime value will be used as the incoming parameter value.

Drillthrough

Uses the unique row identifier from a grid-like control that triggers navigation. This type is intended for drillthrough scenarios where a user selects a row and navigates to a detail dashboard. The unique identifier of the selected row becomes the parameter value for the target dashboard.

Scanned Tag

Triggers a scan action at runtime. The scanned result becomes the parameter value.

If scanning fails or is aborted, the dashboard will not open.


Actions

The Actions section defines navigation behavior from a dashboard.

An action can:

  • Navigate to any other dashboard.

  • Navigate to the current dashboard.

  • Pass parameter values from the source dashboard to the target dashboard.

Actions can be attached to:

  • Dashboard-level actions.

  • Control-level actions within dashboards.

When configuring navigation between dashboards, parameter mappings can use:

  • Static values.

  • User context.

  • Variables.

  • Control values.

  • Drillthrough context.

  • Scanned values.


Execution Behavior

Navigation Flows execute:

  • When a dashboard is opened from the Viewer menu.

  • When navigation occurs between dashboards using configured actions.


Runtime Behavior & Error Handling

Required Parameter Missing

If a required incoming parameter does not receive a value:

  • No data will be loaded.

  • The user will see messages indicating that required parameters are missing.

Undefined or Unset Values

If a parameter value resolves to undefined:

  • An empty value is used.

Scanned Tag Failure

If scanning fails or is aborted:

  • The dashboard will not open.


Supported Navigation Scenarios

  • Dashboard → Dashboard

  • Dashboard → Same Dashboard (context refinement / re-filtering)

  • Multiple dashboards can navigate to the same target dashboard.

  • A dashboard can have multiple outgoing navigation actions.


Limitations

  • Only dashboards are supported.

  • Navigation Flow configuration does not apply to forms.

  • No conditional branching logic is supported within parameter assignment.

  • No loop detection or recursion handling is enforced.

  • If required parameters are unresolved, the dashboard will not load data.


Typical Use Cases

  • Opening a detail dashboard from a summary dashboard (drillthrough).

  • Filtering dashboards based on selected records.

  • Enforcing user-context filtering.

  • Passing control input values to another dashboard.

  • Scanning a tag before opening a dashboard.

  • Re-opening the current dashboard with a refined parameter set.


Changelog

Version
Date
Change

1.0

March 2, 2026

Initial documentation version added.

Last updated

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