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New Contributor

Use Create and Delete branch actions on BOARD in new ux

In a board, we cannot configure the actions created using 'create' and 'delete branch'. Is there any way to do it?

2 REPLIES 2
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Master Anaplanner/Community Boss

Re: Use Create and Delete branch actions on BOARD in new ux

Have you looked into the "Forms" functionality?  If you add a card of type "Action", and then select the "forms" option it allows you to add items to a list using a form type setup. Also as an alternative to the form, a process can be created to add items to a list and that published to the dashboard.  

 

For the delete functionality, while there is not an explicit option, you can create a boolean line item called "Delete" in a grid you have published, then create a process to delete if the boolean is checked, and publish that as an action on the grid.  

 

Hope this helps.  Screenshot below. 


Jt

 

create_functionality.png

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Community Boss

Re: Use Create and Delete branch actions on BOARD in new ux

@pooja_n 

 

You can't directly publish these on Boards. Instead go to Worksheets and create FORM based Actions. And then go back to Boards and Use FORM actions.