How to create multiple actions with same source type and source target type?

How to create two actions with same source object type and target object type without creating new saved view and the two actions has a different mapping in line items?

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AdamSayyad

To create two actions with the same source object type and target object type in Anaplan without creating a new saved view, you can follow these steps:

Create the First Action:
- Go to the "Actions" tab in your model.
- Click on "Create" and select the type of action you want (e.g., Import, Export, etc.).
- Choose the source object (module, list, etc.) and configure the mapping of line items as needed for the first action.
- Save the action.
Create the Second Action:
- Again, go to the "Actions" tab and click on "Create" to set up the second action.
- Select the same source object as the first action.
- When prompted to map line items, you can specify different mappings for the second action.
- Save the action.
Use Different Mappings:
- Ensure that when configuring the second action, you choose different line item mappings than those used in the first action.

By following these steps, you can have two actions with the same source and target object types but with different mappings without creating new saved views.

MRVeroya

Hi @AdamSayyad ,

Appreciate your quick response.

In the first step 2nd bullet, I can't see where I can select the type of action. Below screenshot is my view.

Thank you

AdamSayyad

The above steps i suggested is to Create actions enable users to add a new item to a numbered list from a dashboard.

https://help.anaplan.com/set-up-a-create-action-56fc1124-a792-4bcc-827a-8ea33207cbd7

I think you need to crate saved view to crate multiple action in order to perform same model import action otherwise by default your Anaplan action will consider your latest selection.

ArnabG

Hi @MRVeroya ,

In Anaplan, to create multiple actions from the same source to the same target, you can utilize different saved views. This approach simplifies the identification of actions for different mappings.

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