End User Insert List Item

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Community Boss

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

10 REPLIES 10
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Frequent Contributor

Re: End User Insert List Item

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 

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Community Boss

Re: End User Insert List Item

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

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Valued Contributor

Re: End User Insert List Item

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.

  1. Create an input module where you capture the information of the to-be added list item
  2. 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.
  3. 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

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Community Boss

Re: End User Insert List Item

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 

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Frequent Contributor

Re: End User Insert List Item

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.

 

Yash1_0-1591239902939.png

 

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Community Boss

Re: End User Insert List Item

Thanks @Yash1  - yes I understand now!

 

Appreciate your help

 

Mark

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Super Contributor

Re: End User Insert List Item

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,

Sorna Raja Prabhu
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Valued Contributor

Re: End User Insert List Item

Hi @MarkTurkenburg and @Sorna Raja 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 

 

 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Super Contributor

Re: End User Insert List Item

Hi @MarkTurkenburg 

 

Can you check the menu option by editing the dashboard?

 

Screenshot_347.png

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

Screenshot_348.png

 

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

Screenshot_349.png

 

Screenshot_350.png

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

 

Hope this help!

Thanks

Akhtar