The purpose of this article is to explain Action menu inside Petro.ai Panel
Overview
The Action menu allows you to load and save data to and from the Petro.ai DB via predefined functions. Once a function is defined it can be refreshed, which will load or save new data to/from the Petro.ai DB.
Note: Make sure to set up a Database Connection before adding a Function.
A notification will show if the database connection is not set up.
If the Database Connection has not been set, Action menu will be grey, and cannot be clicked.
In the Action menu, there are two tabs Configured Functions and Add Functions.
| Configured Functions shows previously configured functions. This tab is used for editing and changing a function that was previously created. |  |
| Add Functions is a list of predefined actions that can be used when connecting to the Petro.ai Database. These functions must be configured before use. |  |
History
The History table shows a running list of functions that have been executed.
| History - The ten most recent action made will be saved under History. |  |
Add Function Menu
Action menu option
| Cancel - Cancel the new action |  |
| Search Actions - Search all actions |  |
| Clear - Clear search inputs |  |
| Navigate through the pages |  |
| Groups per Page - select how many groups to show per page. (5,10,15) |  |
| The list of functions (load,save) that can be used. |  |
Configuring a new function
When selecting a new function (above), a configuration menu will appear.
Note: Each action configuration menu will be different.
Example: When clicking Well production Table (Load)
How to set up an Action
Note: The Petro.ai DB connection has to be set up before any action can be run.
- Click the Action menu
- Click on the Add Function tab
- Select a new action
Note: after selecting a new function, a configuration panel will populate with options for the specific function. Each new function will have different options, the load Well Production Table is shown below:
- Configure the settings for the function
- Click Create to save new action
After clicking create the Petro.ai Panel will create an output table in Spotfire with the name specified in the function and populate that table with data from Petro.ai.
How to Edit a function
Once a function has been created it can be refreshed, viewed, and edited via the Actions menu in the Configured Functions tab:
| Refresh - Refreshes the action, loading or saving data from/to the Petro.ai DB |  |
| Edit - Edits the previously saved function configuration |  |
| Remove - Removes the function from the configured function list. |  |
- Click Edit to change the existing function.
- Edit any fields, under Edit the Function
Example: This is the same function created above. - Click Save when complete
