Action - NEW UX

lcapon
Frequent Contributor

Action - NEW UX

Hi, I would like to create and action that adds a new line to a list within an App Page - please could you give me a brief overview of the steps required or online training that exists?

1 ACCEPTED SOLUTION

Accepted Solutions
anand.shekhawat
Super Contributor

Re: Action - NEW UX

@lcapon 

What i understood from the question is you want to add a new list member to a list in the New UX. Yes you can do that

 

Step 1) Create a numbered list in which you want to create or add a new list item and set it up with the display name property and any other property fields that you want to populate while adding a new member.

Step 2) Now go on to the new UX and pull the action card on the page

Step 3 ) Navigate to Create and select 'Form' as shown in the below snip

anandshekhawat_0-1625049591090.png

Step 4) Add the title and select the list that you want to add the member to. Following the same, select all the required sections of the list that needs to be populated while adding the list member. In my case its the Empolye List

anandshekhawat_1-1625049857427.png

 

Step 5) After filling all the fields, click on create

anandshekhawat_2-1625050029681.png

Step 6) You get the form created, now just click on the button and add the required details and then press Submit.

 

You will get your list member created

Also make sure while setting up the list don't forget to add a parent hierarchy from the General Lists section

anandshekhawat_3-1625050264861.png

 

I hope it helps

 

~Anand

 

View solution in original post

5 REPLIES 5
Vinay VaradarajM
Certified Master Anaplanner

Re: Action - NEW UX

@lcapon ,

 

Under the cards section, upon selecting Action Cardyou can find the Create Form as shown below.

Once you do that, you can enter the details about the List name etc.

Screenshot 2021-06-30 at 4.07.40 PM.png

 

You can access the training material using this link: https://community.anaplan.com/t5/Training-Resources/ct-p/NUX_Training

 

Best Regards,

vinayvm

anand.shekhawat
Super Contributor

Re: Action - NEW UX

@lcapon 

What i understood from the question is you want to add a new list member to a list in the New UX. Yes you can do that

 

Step 1) Create a numbered list in which you want to create or add a new list item and set it up with the display name property and any other property fields that you want to populate while adding a new member.

Step 2) Now go on to the new UX and pull the action card on the page

Step 3 ) Navigate to Create and select 'Form' as shown in the below snip

anandshekhawat_0-1625049591090.png

Step 4) Add the title and select the list that you want to add the member to. Following the same, select all the required sections of the list that needs to be populated while adding the list member. In my case its the Empolye List

anandshekhawat_1-1625049857427.png

 

Step 5) After filling all the fields, click on create

anandshekhawat_2-1625050029681.png

Step 6) You get the form created, now just click on the button and add the required details and then press Submit.

 

You will get your list member created

Also make sure while setting up the list don't forget to add a parent hierarchy from the General Lists section

anandshekhawat_3-1625050264861.png

 

I hope it helps

 

~Anand

 

View solution in original post

Vinay VaradarajM
Certified Master Anaplanner

Re: Action - NEW UX

@anand.shekhawat @lcapon 

 

Numbered list is not necessary to create this action. You can do this for a normal named list as well.

This was a constraint only in the classic scheme of things.

 

Best Regards,

vinayvm

anand.shekhawat
Super Contributor

Re: Action - NEW UX

@Vinay VaradarajM 

 

Thank you for enlightening !!

lcapon
Frequent Contributor

Re: Action - NEW UX

Is there also the option to delete a list member via an action?