1. Mobile app
  2. Cards on mobile
  3. Use an action card

View and run Actions on mobile. 

The mobile app supports:

Unsupported actions are grayed out.

Prerequisites:

  • The page builder has configured an action using an action card.

To run an action on a card:

  1. Tap an action button on the action card.
    A dialog displays. 
  2. Run the action.
    • For a notification:
      Complete the field with your message, and tap Submit
      Note: Notify actions allow you to send email notifications to recipients based on context. You can leverage default messages or customize them to communicate the exact action you need the recipient to take.
    • For an import:
      Tap Import.
    • For a process:
      Tap Run process.
      Note: A process that contains an export runs all actions apart from the export, as long as the actions do not require files.
    • For a form:
      Complete the form and tap Submit.
      A green tick indicates the action ran successfully. For some action types, this is accompanied by a confirmation message.
    • For data write:
      Tap your chosen data write action.
      A confirmation message displays.
      Note: Data write actions are context aware. If a data write action is grayed out, change your context selectors. 
  3. If the Close button displays, tap Close.
    Otherwise, the action completes and you return to your page automatically.

To run an action from a worksheet or a card that is not an action card:

  1. Tap the ellipsis in the top-right corner.
    A menu displays at the bottom of the screen with an Actions menu item.
  2. Tap Actions.
    The actions display.
  3. Select an action, then run it.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.