Configure a card's context selectors in Anaplan to change the data that displays in Anaplan for Microsoft 365.
You must configure your card in the User Experience before you can save it as a card template and insert it as an image or data in the add-in.
Card templates created from saved module views in Anaplan display the default module view in Microsoft Office.
To configure a card template:
In the image below, Sync on selection and Sync with page are disabled, while Selector is set to display on the card. In the add-in, context selectors can be changed when a card is selected.
In the image below, Sync on selection and Sync with page are enabled, and no items are shown on the card. In the add-in, context selectors cannot be changed when a card is selected.
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