Syncronize card template context selectors for Microsoft 365 extension
Summary (See suggestion* for detail) - Improve user experience with user driven context selection for cards in template library, rather than going into the backend and updating each saved card for the required context.
Context - The release of the extension - Anaplan for Microsoft 365 allows users to import from cards in templates to a Microsoft product E.g. Excel. This will allow the user to import pictures or views to pair up or use in addition to the more detailed excel add in data.
Challenge - However, if something is saved as a card in the template library and set to sync on selection, then it will default to the first item in that list. This means that:
- If you save it as a user facing card (As most items are), it will be set to sync on selection in which case a model builder would need to go back and review every card saved historically and moving forward
- Each time you want to import a new/different list item, the model builder would need to go back and manually change the context selector for a different list item.
Suggestions* - A user would have to be in the app to update the cards with the current approach anyway, so to minimize the amount of effort and level of technical user ability required to change the context that is imported into Microsoft apps, the below is are alternative ideas:
- Similar to Excel Add in, allow the user to select the context from Microsoft app E.g. Excel (See Image 1 attached)
- Synchronize the saved cards as the App already does between different pages, so that the current selection of the app is the imported view/details. This way, if the user wants the list item to stay on a selected item, the card can be changed to to not sync with page and otherwise it will export the image/data aligned with the current UX page context selectors (See Image 2 attached)
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