Can a create action be added to a process?

robinsalk
robinsalk
edited December 2023 in Modeling

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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Answers

  • TristanS
    TristanS

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

    image.png

  • rob_marshall
    rob_marshall

    @robinsalk

    Please see this thread

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

  • robinsalk
    robinsalk
    edited December 2023

    Hi Rob,

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

  • Dikshant
    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))

    image.png

    2) Create respective system modules:

    image.png
    image.png

    3) Create saved view:

    image.png

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

    image.png
    image.png

    5) Add the import action the process if required.

    Let me know if you've any questions!

  • robinsalk
    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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