How to add Button Optimizer in Dashboard

edited July 10 in User Experience

Hi, I want add Button Optimizer (Red Rectangle) like picture below in my dashboard

please assist me how to do it.

I got this picture on anaplan academy Course Optimizer, but on that course not explain how to add button optimizer into UX

Web course :

Best Answers

  • Dwianto
    Answer ✓

    I create on My Page menu

    I can not find Page builder access on my menu


  • Anurag0911
    Answer ✓

    You don't have the access. Please contact the workspace admin to get the access for the model in use. Then you should be able to see the option.


  • Anurag0911
    edited July 10

    Hi @Dwianto

    Step 1: Create a Process in the Backend

    Start by setting up a process that encapsulates the optimizer actions. You can do this by:

    1. Navigate to the Actions tab in your backend.
    2. Clicking on the “New Process” button to create a new process.
    3. Configuring the process to include necessary optimizer action.

    Step 2: Access the Page Builder

    Make sure you have the necessary permissions to edit the dashboard. If you have page builder access, proceed to the next steps:

    1. Locate and click on the “Edit this page” button, usually found at the top right corner of your dashboard.

    Step 3: Add the Action Card

    Within the page editing mode:

    1. Find the “Action” card in the list of available widgets or components.
    2. Drag and drop the “Action” card onto your desired location on the dashboard.

    Step 4: Configure the Action

    To link the action button to the process you created:

    1. Click on the “Configure Action” button on the newly placed Action card.
    2. Go to the “Actions” tab within the configuration settings.
    3. Open the process dropdown menu and select the process you previously created.

    Step 5: Finalize

    Save your changes and exit the edit mode.

    Hope this helps

  • Dwianto

    Hi @Anurag0911, Thank you for your response

    I can not find action card on list cards please check picture below

  • Anurag0911
    edited July 10

    Can you share the Screen shot of the backend where you have created the Process? [SS of the Actions Tab]