1. Dashboards and Visualization
  2. Dashboards
  3. Dashboard Element Management
  4. Publish to a dashboard
  5. Publish an action to a dashboard

As a workspace administrator, you can publish an action to a dashboard. This enables users without access to the Actions pane to run actions and enables you to incorporate actions as part of a workflow.

You must be a workspace administrator to publish an action to a dashboard.

Your model role must also have access to any lists and module data the action references.

To publish an action to a dashboard:

  1. Go to the Actions tab in the Actions () pane, and select the action you want to publish.
  2. Select the View menu in the toolbar.
  3. Select Publish to Dashboard and either:
    • Select the name of the dashboard to which you want to publish the page selectors.
      The dashboard opens in Dashboard Designer and displays the page selectors.
    • Select New Dashboard.
      Follow the steps to publish to a new dashboard.
  4. Optionally, rearrange the dashboard elements:
    • To move a dashboard element, select it, then click and drag the blue Move handle to position it.
    • To resize a dashboard element, hover over the bottom right-hand corner of the element until an arrow displays. Click and drag the arrow to expand or contract.
      Note: You can resize all dashboard elements except actions, processes, page selectors, and list subsets.
  5. If the dashboard toolbar is hidden, show the toolbar:
    • In Anaplan Classic, select the dashboard tab.
    • In the New Modeling Experience, right-click (PC) or double-tap (Mac) the dashboard tab.
  6. In the dashboard toolbar, either:
    • Select Save to publish and remain in Dashboard Designer.
    • Select Save & Exit to publish and view the published dashboard.