Workspace administrators can create model actions that enable you to repeat and automate routine tasks. Where actions can be run by non-workspace administrators, you can publish them to dashboards in models. You can also publish imports, exports, and processes to pages in the User Experience.
To help users identify an action, apply best practice name conventions when you set the action up. If the action takes users from one dashboard to another, it's helpful to include the source and the destination location in the name.
Note: Some actions must be published to a dashboard before you can run them. Others can also be configured to open another dashboard when run. It's helpful to create any dashboards you need before you set up the action.
Run model actions
Workspace administrators can run model actions from the Actions pane, except for those that need to be published to a dashboard.
If you're not a workspace administrator, you can run model actions published to a dashboard or added to a page in the User Experience.
Workspace administrators can also run processes from the Actions pane like other actions.
Prepare model actions for the User Experience
When you create actions, it's useful to think about who you want to run them and what parts of Anaplan they can access. For example, users who are not workspace administrators can only access dashboards within a model, and you might prefer to keep their workflow in the User Experience.
Page builders can add imports and exports directly to action cards in the User Experience, along with various page actions. Other actions can be run in the User Experience, but you must add them to a process first.
This table displays the model actions that you can add to processes, and those that you must be a workspace administrator to run.