Action cards enable users to run actions through the Additional insights panel on a worksheet.
You can only add an action card to a worksheet if its source model contains actions. You can add the following actions to an action card:
You must be in designer mode to add an action card.
Note: You can publish an action card without any actions on it. However, you may prefer to save the page as a draft until you're ready to add the actions.
Action cards enable end users to complete a set of actions, such as those required to complete a business process.
Suppose an end user needs to upload data from different accounting systems, then export it for use in a report. You can add an action card with import and export actions to the Additional insights panel.
This enables the end user to click the import buttons to perform relevant imports. After an import, data on the worksheet updates automatically. The user then clicks the export button to download the data.
If you know users will perform a specific sequence of imports and exports, use a process action. This enables users to perform a sequence of imports and exports through a single action.
Alternatively, you can add an action card with a form to the Additional insights panel on a worksheet. Forms enable users to add new list items to data. For example, if a user needs to add a new account to a worksheet, you can add a form to enable them to enter the data manually.
Add an action card
To add an action card:
- In Additional insights, under Add cards to this page, click Configure.
If cards are already present in Additional insights, the Configure button does not display. In this case, click the Additional insights cog icon.
The Cards panel displays on the right of the screen.
- Double-click the Action tile, or drag and drop it into the Additional insights panel.
The action card displays in the Additional insights section of the Insights panel.
- Click Configure action, or click the Edit (pen) icon for the card.
The Card configuration panel opens on the right with tabs for Overview, Actions, and Manage.
The Cards panel is no longer visible.
- Click the Actions tab.
- Click Imports, Exports, Processes, Forms, or Notifications.
A list of the available actions displays.
- Optionally, to narrow the list of available actions, type part of an action's 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 is added to the card.
If you want to create a new form to add to the card, click Create a form to launch Form designer. After you create the form, you're returned to the Card configuration panel and you can add the action.
If you want to create a new notification to add to the card, click Create a notification to launch Notification designer. After you create the form, you're returned to the Card configuration panel and you can add the action.
- Optionally, configure your action card and actions.
- When you finish editing the worksheet, click Publish.