Add custom actions to a Worksheet

Add custom actions to a Worksheet

ThoughtSpot supports adding custom actions to the visualizations generated from a specific worksheet. The local custom actions created in the Developer portal appear on the worksheet page, so that you can assign these actions to the new visualizations built from that worksheet.

Note

When you assign a custom action to a worksheet, ThoughtSpot adds it to the Answers generated from that worksheet.

Before you begin🔗

  • Make sure the custom actions are set as Local.

  • Make sure you have edit permissions to modify the worksheet.

  • Make sure the new Answer experience is enabled on your cluster.

Assign a custom action to a worksheet🔗

To add a custom action to a worksheet:

  1. Go to Data > Data Objects > Worksheets.

  2. Click the worksheet that you want to modify.

  3. Click the Custom actions tab.

    A list of custom actions available on your instance is displayed.

  4. Note that the page shows the global custom actions that appear on all visualizations by default. These actions will be available on all answers generated from the worksheet.

  5. To assign a local custom action to a worksheet:

    1. Click Add action.

    2. Select the custom action that you want to add.

    3. To specify the position of the action, select one of the following options:

      • Primary

        Sets the custom action as a primary menu action.

        Note

        ThoughtSpot allows only one primary action on a visualization page. If visualizations generated from the worksheet already have a primary action, the new configuration overrides this setting.

        If a visualization built from this worksheet already has a primary action added locally at the visualization level, ThoughtSpot will retain this configuration and does not apply the primary action added at the worksheet level.

      • Menu

        Adds the custom action to the More menu the more options menu.

      • Context menu

        Adds the custom action as a menu item in the contextual menu. If you want to send only a single row of data instead of the entire data set from a visualization, you can place the custom action in the contextual menu. Users can access this action in the contextual menu by right-clicking on a visualization.

  6. Preview the position of the custom action.

  7. Click Save.

    The custom action will be added to all Answers generated from this worksheet.

Verify the custom action placement🔗

  1. To view the action you just added, click Home.

  2. Set your worksheet as the data source, specify search tokens, and click Go.

  3. Verify if the action is added to the visualization page.

  4. Click the action and verify the workflow.

Edit the position of a local action🔗

To edit the position of a local custom action associated with a worksheet:

  1. Navigate to the worksheet page.

  2. Click Custom actions.

  3. Click on the action that you want to edit, and then click the edit icon.

  4. Modify the position and click Save.

Delete a custom action association🔗

To delete a custom action association:

  1. Navigate to the worksheet page.

  2. Click Custom actions.

  3. Click on the action that you want to delete, and then click the delete icon.