1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Display data
  4. Edit toolbar actions

On a page in designer mode, you can add preconfigured actions to your page, along with new form and notification actions.

These actions enable users to import and export data, run processes, add new list items, and use notifications.

As a page builder, you can add actions as:

To configure actions for the menu of a worksheet toolbar:

  1. Click the Edit this page (pencil) icon in the toolbar to open your page in designer mode.
  2. Click the Configure worksheet actions button in the toolbar.
  3. Configure the action.
    Read more about import, export, process, form, or notification actions.
  4. When you're ready, publish the page.

Your users can now run the action from the worksheet toolbar menu.