As a workspace administrator, you can publish an action to a dashboard. This enables users without access to the Actions pane to run actions and enables you to incorporate actions as part of a workflow.
You must be a workspace administrator to publish an action to a dashboard.
Your model role must also have access to any lists and module data the action references.
To publish an action to a dashboard:
- Go to the Actions tab in the Actions () pane, and select the action you want to publish.
- Select the View menu in the toolbar.
- Select Publish to Dashboard and either:
- Select the name of the dashboard to which you want to publish the page selectors.
The dashboard opens in Dashboard Designer and displays the page selectors. - Select New Dashboard.
Follow the steps to publish to a new dashboard.
- Select the name of the dashboard to which you want to publish the page selectors.
- Optionally, rearrange the dashboard elements:
- To move a dashboard element, select it, then click and drag the blue Move handle to position it.
- To resize a dashboard element, hover over the bottom right-hand corner of the element until an arrow displays. Click and drag the arrow to expand or contract.
Note: You can resize all dashboard elements except actions, processes, page selectors, and list subsets.
- If the dashboard toolbar is hidden, right-click the dashboard tab and select Show/hide the dashboard toolbar.
In Anaplan Classic, select the dashboard tab. - In the dashboard toolbar, either:
- Select Save to publish and remain in Dashboard Designer.
- Select Save & Exit to publish and view the published dashboard.
