Contributor

Unable to create button to add new entries into line item by using action

Hi, 

I want to create a button in dashboard for adding new entries to line items.

see here,

ss3.JPG

here i want to add new entries such as i want to add '9' next to '8' as ways for i want to delete '7'.

For this i want button to this action dashboard.

So while creating action.

ss2.JPG

I am unable to find this(Capex Inputs) in action window.

SS1.JPG

So please suggest me a solution in creation of this new entry button.

 

3 REPLIES 3
Super Contributor

Re: Unable to create button to add new entries into line item by using action

Hi Pradeep,

 

A 'Create' action button can only be used to create new Numbered List members with another list as its Parent Hierarchy. You can refer to https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Actions/Other_Actions/Create.html?...

 

You can choose to upvote an entry i found in Ideas Exchange regarding the creation of a new numbered list without needing a Parent Hierarchy. https://community.anaplan.com/t5/Idea-Exchange/Allow-the-Create-action-to-work-with-a-numbered-list-...

 

If you still want to create new list members which do not fulfil the criteria above, you'll have to do it using 'Edit > Insert' as shown below, either on a published list or published module in a dashboard.

 

Screen Shot 2019-04-22 at 9.50.47 PM.png

 

Thanks,

LipChean

Contributor

Re: Unable to create button to add new entries into line item by using action

Hi LipChean,

If I am using another list as parent heirarchy, then action button is working, but the data in modules taking parent as main thing, so data cant be seen. Eventhough it is working for capex , it is not working for marketing inputs.IMG-20190422-WA0018.jpg

Because, by default it is taking as new list parent so, the data can't be seen now.

Super Contributor

Re: Unable to create button to add new entries into line item by using action

Hi Pradeep,

 

You'll have to provide more details.

 

I don't understand what the following statement of yours mean:

"...but the data in modules taking parent as main thing, so data cant be seen. Eventhough it is working for capex , it is not working for marketing inputs.

Because, by default it is taking as new list parent so, the data can't be seen now..."

 

Thanks,

LipChean