Use action buttons to synchronize groups and hierarchies on navigation

With the new Advanced context feature in action buttons, you can now pass context and synchronize groups between books on navigation. Widgets in the same group synchronize together. You can also select which hierarchies are used to pass context.

Previously, action buttons depended on the default synchronization group to provide context to the same synchronization group in the target book. These groups had to have names that were an exact match and the context of all common hierarchies from the default synchronization group were passed to the target.

With Advanced context, you can map a source synchronization group to a target synchronization group and select which hierarchies that are common to both groups, receive context. You can configure multiple action buttons to pass context to a single target book and drill through data easily.

Before you can map a synchronization group from the source book to the synchronization group in the target book, you need to first set up synchronization and the widgets in both books need to be of the same synchronization group. Advanced context supports all three synchronization groups (Book, Sheet, and Custom).

To map synchronization groups and configure context passing, follow these steps:

In edit mode, add an action button to the source book.
Go to the action button's Properties and under Navigation, enable Navigate to destination.
Click Other book and select a target book and the tab that you want to pass context to.
Click Pass context.
The Advanced context link becomes available.
Click Advanced context and select Custom group mapping.

Note: The Default group mapping displays the default synchronization groups and hierarchies. To edit or configure these settings, go to Custom group mapping.
Select the source group, which passes the context, the target group that receives the context, and the hierarchies you want to synchronize.
You can add more mappings or remove existing ones under Custom.

Now, change the hierarchies in a widget in the source book and click the action button. You automatically navigate to the target book and hierarchies that were selected to synchronize, update in the widget.