1. Anaplan User Experience
  2. Use apps and pages in the User Experience
  3. Cards
  4. Use an action card

Page builders add action cards to pages to enable you to run actions configured in the source model. The actions you can run through action cards are imports, exports, processes, forms, and notifications.

Actions are represented on action cards as blue buttons. These display the name of, or describe, the action to be run.

A board titled 'Account Targets'. At the top of the page is a text card explaining how to use the board. In the bottom left is a grid card titled 'Account List for Imports'. The bottom right has an action card titled 'Accounts Actions', circled in red. This action card contains four buttons corresponding to four separate actions.

Run actions through action cards

Open a page that contains an action card. The steps to run an action differ depending on what type of action you run.

Once you run an action, the page refreshes immediately and any changes made to the data on the page are visible.

Run an import action

To run an import action:

  1. Click the blue button on the action card that has the name of the import action you want to run.
    A dialog opens, with the same title as the import action.
  2. Click Choose file, and upload the file containing the data you want to import.
  3. Click Import.
  4. Once the import is complete, a dialog displays the results of the import. This includes how many items were created, updated, ignored, or unsuccessful.
    The imported data displays in the location specified in the import action (such as a module or list).
An example of the dialog that displays after an import. A number displays under four headings titled Created, Updated, Ignored, and Unsuccessful. In this case, 21 items have been created in the Accounts list.
  1. Click Close.

Run an export action

To run an export action:

  1. Click the blue button on the action card with the name of the export action you want to run.
    A dialog opens, with the same title as the import action.
  2. Click Begin export.
    Once the export is complete, the file downloads to the download location specified in your browser settings.
  3. Click Close.

Run a process action

To run a process action:

  1. Click the blue button on the action card with the name of the process action you want to run.
    A dialog opens, with the same title as the import action.
  2. For any imports in the process, click Choose file and upload file containing the data you want to import.
  3. Click Begin process.
  4. Once any exports in the process are complete, files download to the default location specified in your browser settings.
  5. Optionally, click the title of any import actions to display their results below the title. This includes how many items were created, updated, ignored, or unsuccessful.
    The imported data displays in the location specified in the import action (such as a module or list).
An example of the dialog that appears after a process action. This process action contains two imports and an export. The title of the second import has been selected, revealing the results of the import.
  1. Click Close.

Run a form action

To run a form action:

  1. On the action card, click the blue button with the name of the form action you want to run.
    A dialog named after the action displays.
  2. Type the name of the list item for creation into the Name field.
  3. Optionally, if the form contains fields for list properties and line items, you can enter values for them.
    If the page builder permits it, you can enter characters in some fields. Only certain characters may be entered.
  4. Click Submit.
    The list item is added to the list specified by the form.

Run a notification action

To run a notification action:

  1. On the action card, click the blue button with the name of the form action you want to run.
    A dialog named after the action displays. For example, Send Approve notification.
  2. Optionally, change the text in the Edit message field.
  3. Click Submit.
    The message is sent to the listed recipients specified by the notification.