Configure actions on a card - Anaplan Technical Documentation

Configure actions on cards so that users can quickly complete business processes. You can configure imports, exports, processes, forms, and notifications. For example, you could configure actions to enable users to import and display data.

Select designer mode to configure actions on a card.

You can add actions:

To the menu of any card.
Hover your cursor over the card and select the menu ellipsis in the top right of the card. Select Configure actions, then use the Configure card actions panel to Create new actions or enable existing actions. When actions are added, you can configure them.
As action buttons on an existing action card.
Hover your cursor over the card and select the pencil icon in the top right. The Card configuration panel opens on the right.
To configure the style of the button, hover over the button and select Color, Style , and Icon .
To the menu of the worksheet toolbar.
Select on Configure worksheet actions.

The Card configuration panel has three tabs:

Overview, where you configure general settings for your action card.
Actions, where you add actions to your card.
Manage, where you manage individual actions on the card.

You can add Import, Export, and Process actions from a source model, and you can add new form and notification actions to the page.

Overview tab

To configure:	then:
the card title	enter a title for the card in the Title field. The title displays in the top-left of the card.
the card description	enter a description in the Description field. The description displays in a tooltip when you hover your cursor over the information icon in the top-left of the card.
a link from the card to another page	select a page from the Link to a page dropdown list. The card title links to the page you select. If you have not entered a card title, the name of the page you link to displays as the card title. Select a Link style: Title, Icon, or None. For image cards, the whole image area is a link.
whether the card background displays	toggle Background to the right to display the background of the card, or to the left to or hide the background. Note: The background for action cards is enabled by default.

Actions tab

To add import, export, or process actions from a model into an action card:

Select Imports, Exports, Forecast actions, or Processes.
A list of the available actions displays.
To narrow the list of available actions, type part of an action name into the Find... field under Add actions.
The list narrows to those actions with names that contain the typed characters.
Toggle to the right each action you want to add.
The action now displays on the card.
Alternatively, you can toggle actions to the left to remove them from the card.

You can edit and remove forms and notifications from the Manage tab.

Learn how to create a form, create a notification, or create a data write action.

Manage tab

The Manage tab displays the actions you selected or added in the Actions tab. You can change the name of your selected actions and the order in which they display. You can also remove actions from the card.

For import, export, or process actions, the Action label defaults to the Action name assigned in the model. You can only change the Action name in the model. However, you can edit the Action label for form and notification actions, to change how the label displays on your page.

To manage Selected actions:

Hover your cursor over the action you want to edit.
Select the menu ellipsis then:
- Edit to configure an action
- For forms and notifications, select Edit action label to change the label of the action
  The Edit action label dialog displays. Enter the new label in the Action label field and select Save. The Action label updates.
- To configure a model action to show intermediate steps and summary, unselect Run steps automatically.
- To select a driver to disable an action button, select Select driver line item, and select a Boolean-formatted line item.
- Remove action

When you edit a form or notification action its designer is displayed. You can configure forms and notifications in the same way as when you created them.

When you select Update after you edit a form, the form updates and you return to the configuration panel.

If your action card contains more than one action, you can change the order in which your action buttons display. To reorder your actions, select the six dots at the left end of the action you want to move. You can then drag it up or down to the position you want.

Publish your changes

When you're happy with the configuration of your actions, select Publish. The card displays to users in the configuration you selected.