Create Action in Worksheet in new UX

sandipsinha15
sandipsinha15
in User Experience

Hi,

Can we create an action in worksheet new UX like board? If an end user wants a separate import action to click in dashboard, then how to create that in worksheet?

Thanks in advance. 

Regards,

Sandip

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Best Answer

  • anikdas
    anikdas
    Answer ✓

    Hi Sandip,

    You can publish an action on the worksheet:

    1. on the right-hand side panel under  "Additional Insights" -> Use the Action Card and Choose the action you want to publish

    anikdas_0-1630026638962.png

    OR

    2. On the main grid of the worksheet, click "Configure Worksheet Actions" and choose the action you want to be available to the end-user. You can create a new action of Notification or Form over here if you need to.

     

    anikdas_3-1630026768611.png

     

     

Answers

  • sandipsinha15
    sandipsinha15
    Thanks Anik.
  • sandipsinha15
    sandipsinha15

    But from UX end user perspective, creating a separate action card would be a better idea than enabling an import action under configure worksheet actions section. 🙂

    Thanks,

    Sandip

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