End User Insert List Item

Hi Team,

Can an End User Insert a List Item for a General List (not Numbered list) through the + button?

We have the List published to a Dashboard but the + button is not visible to the End Users. They have full access to all Lists & modules

Thanks

Mark

Accepted answers

einas.ibrahim

Hi @MarkTurkenburg

I think what @Yash1 is saying is the following...

The "Create ..." action, which is one type of the actions in Anaplan, only applies to numbered list and not ordinary lists. This is the action that allows the addition to a new list item to be added to the numbered list

Now, if you were asking - just as a workspace administrator - a user can add a list item to a regular list from a dashboard, then the answer is no. However, you can create an import action that will accomplish that.

Create an input module where you capture the information of the to-be added list item
Create an import action ( Best Practice is to put that action in a process) that the user should click when (s)he wishes to add the information just entered to the list.
Your import action will take that information and import it into the appropriate list.

I hope I understood your question, but if not let me know and I'm happy to explain further

All comments

Yash1

Hi @MarkTurkenburg ,

The create Action can only create a member in a numbered list.

In case, you have created an action to add a member to a non-numbered list, the end user can add a member to the list through that action. Apart from access to module and list, you also need to provide access to action, or all the actions in the process from the user to see the button on the dashboard.

Let me know if this helps.

Cheers,

Yash

MarkTurkenburg_*8288

Hi @Yash1

Sorry I don't follow. You said that you cannot create an Action to Insert a item to a Non-Numbered List but then state you can create an Action?

Thanks

prabhu

Hi @MarkTurkenburg - yes it is possible.

First select the parent in the list and then click + .

Or click any existing list member and then click +

Or Use edit-> insert option .

If my answer doesn't address your problem, please share the shot of the dashboard.

Thanks,

einas.ibrahim

Hi @MarkTurkenburg

I think what @Yash1 is saying is the following...

Create an input module where you capture the information of the to-be added list item
Create an import action ( Best Practice is to put that action in a process) that the user should click when (s)he wishes to add the information just entered to the list.
Your import action will take that information and import it into the appropriate list.

I hope I understood your question, but if not let me know and I'm happy to explain further

Yash1

Hi @MarkTurkenburg ,

What I meant was the standard Create option is only for a numbered list , whereas you can create your own action, where use a view to import into a list to add a member to a non-numbered list . Let me know if this clarifies.

einas.ibrahim

Hi @MarkTurkenburg and @prabhu

I am curious now to know if Mark actually meant to add a list item to a list directly published to a dashboard or a list that is used as a dimension in a module.

I know it is highly discouraged to publish lists directly to a dashboard, but I guess if you want to have a user role as an admin to maintain the metadata of the model without giving them Workspace Administrator access, then that would be the way to go

Akhtar.shahbaz

Hi @MarkTurkenburg

Can you check the menu option by editing the dashboard?

If Edit -Insert is not marked then User will not see option to add/delete

Once you marked Edit then user can add item in non number list direct from here

Make sure before adding click on the row or parent/code then only + will be visible.

Hope this help!

Thanks

Akhtar

MarkTurkenburg_*8288

Thanks @einas.ibrahim!

We had this originally setup as a List published to a Dashboard & that was where my confusion was coming from. The idea to create a Import Action from a module is a much better solution then directly entering into the lists & by-passes all the issues I raised earlier

Mark

MarkTurkenburg_*8288

Thanks @Yash1 - yes I understand now!

Appreciate your help

Mark

MarkTurkenburg_*8288

Thanks @Akhtar.shahbaz

I have used the solution posted above by @einas.ibrahim as I require non Workspace Admin users to be able to add list items

Mark

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