Can a create action be added to a process?

robinsalk · 2023-12-08T15:00:09+00:00

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I have a client who wants to add a create action to a process. He's not sure that this type of action can be added to a process. If this can be done, can you please provide instructions? Thank you.

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TristanS

@robinsalk if you are referring to the UX create actions below then the answer is No

rob_marshall

@robinsalk

Please see this thread

https://community.anaplan.com/discussion/comment/162405#Comment_162405

robinsalk

Hi Rob,

Thanks for your workaround. Would it be possible to record a little demo of how to do this?

Dikshant

@robinsalk,

Follow the steps below to create import action to add item into the list which can be added to a Process.

1) Create two lists (New Line Stage (Flat List) and New List (Number List))

2) Create respective system modules:

3) Create saved view:

4) Create the import action and add it to Process:

5) Add the import action the process if required.

Let me know if you've any questions!

robinsalk

Thanks. I appreciate your response. I'm looking for an example of how to do this…' you could "hide" the actions in a different process. For example, do the Create first and then have a "Save" button where it has the Process and actions behind it.' The 'create action' is within the UX

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