Create Action in Worksheet in new UX

Sandip
Occasional Contributor

Create Action in Worksheet in new UX

Hi,

Can we create an action in worksheet new UX like board? If an end user wants a separate import action to click in dashboard, then how to create that in worksheet?

Thanks in advance. 

Regards,

Sandip

1 ACCEPTED SOLUTION

Accepted Solutions
anikdas
Certified Master Anaplanner

Re: Create Action in Worksheet in new UX

Hi Sandip,

You can publish an action on the worksheet:

  1. on the right-hand side panel under  "Additional Insights" -> Use the Action Card and Choose the action you want to publish

anikdas_0-1630026638962.png

OR

2. On the main grid of the worksheet, click "Configure Worksheet Actions" and choose the action you want to be available to the end-user. You can create a new action of Notification or Form over here if you need to.

 

anikdas_3-1630026768611.png

 

 

Thanks
Anik

View solution in original post

3 REPLIES 3
anikdas
Certified Master Anaplanner

Re: Create Action in Worksheet in new UX

Hi Sandip,

You can publish an action on the worksheet:

  1. on the right-hand side panel under  "Additional Insights" -> Use the Action Card and Choose the action you want to publish

anikdas_0-1630026638962.png

OR

2. On the main grid of the worksheet, click "Configure Worksheet Actions" and choose the action you want to be available to the end-user. You can create a new action of Notification or Form over here if you need to.

 

anikdas_3-1630026768611.png

 

 

Thanks
Anik

View solution in original post

Sandip
Occasional Contributor

Re: Create Action in Worksheet in new UX

Thanks Anik.
Sandip
Occasional Contributor

Re: Create Action in Worksheet in new UX

But from UX end user perspective, creating a separate action card would be a better idea than enabling an import action under configure worksheet actions section. 🙂

Thanks,

Sandip