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:

  1. Select Edit this page to open your page in designer mode. 
  2. Hover over your card and select Edit .
  3. For cards inserted as data, on the Overview tab of the Card configuration panel, select a View, and:
    1. On the Select data source panel, select Module views.
    2. Choose a module view or Default view
    3. Select Update.
  4. For grid cards, on the Grid tab, you can:
  5. On the Context tab of the Card configuration panel:
    1. For any context selectors you want your users to be able to change in the add-in:
      1. Toggle Sync on selection and Sync with page to the left. 
      2. Under Show on card, choose Selector.
    2. For any context selectors you do not want your users to be able to change in the add-in:
      1. Toggle Sync on selection and Sync with page to the right. 
      2. Under Show on card, choose Off.
  6. Select Publish.

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. 

On the Context tab, Sync on selection and Sync with page are disabled, and Selector is set to display on the card. In the add-in, the context selectors can be changed when a card is added.

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. 

On the Context tab, Sync on selection and Sync with page are enabled, and no items are shown on the card. In the add-in, the context selectors cannot be changed when a card is added.

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