Custom actions

ThoughtSpot provides a set of standard menu commands as buttons and toggle switches in the primary menu bar, actions in the More menu , and the contextual menu that appears when a user right-clicks on an Answer or visualization.

ThoughtSpot supports adding custom actions to an Answer or visualization page. For example, you may want to create a custom action that allows pushing business insights from ThoughtSpot to an external app or a specific URL.

Similarly, if you have embedded ThoughtSpot in another app, you can add a custom action to trigger a callback event to the host application and initiate a response payload.

Types of custom actions🔗

URL actions

Push data to a specific web page or URL destination

Available on all ThoughtSpot instances

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Callback actions

Trigger a callback to the host app and push a response payload

Available on embedded ThoughtSpot instances only

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Work with custom actions🔗

Global and Local actions

Know the difference between global and local actions and the associated workflows.

Requires Developer or Administrator privilege

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Set the position of a custom action

Set the position of a custom action and place it as a primary button or menu action

Requires edit access to a custom action.

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Assign local actions to a chart or table

Assign local actions to a specific visualization or saved Answer of your choice

Requires edit permissions to a saved Answer or visualization.

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Assign local actions to a Worksheet

Assign local actions to an Answer or visualization generated from a specific Worksheet

Requires edit permissions to a Worksheet.

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Callback action examples🔗

View callback custom action example

Learn more about the callback custom action workflow, the steps required to push data to an external app.

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Sample response payload for callback actions

View examples of the custom action response payload with search and Liveboard data.

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