Create and manage custom actions

Create and manage custom actions

Table of Contents

The custom actions feature in ThoughtSpot allows users to push data to external applications. To allow ThoughtSpot users to quickly act on the data they analyze, custom actions must be pre-configured in their setup. ThoughtSpot users with developer or admin privileges can create various types of custom actions in the Develop tab and make them available on a saved Answer or visualization page.

Feature highlights

  • You can create custom actions in the Develop tab.

  • Users with developer or admin privileges can create custom actions.

  • Developers can limit a custom action’s availability to a specific user group.

  • Developers or administrators can set an action as a Global or Local action.

  • Global actions appear as menu actions on all visualizations.

  • ThoughtSpot users with edit privileges can add a local custom action to a worksheet, saved Answer, or visualization.

Custom actions pageπŸ”—

To view the Custom actions page, go to Develop > Customizations > Custom actions.

The Custom actions page displays the Create action button, and the Overview and Actions tabs.

Create actionπŸ”—

The Create action button allows you to create the following types of actions:

Callback actions

A callback action triggers a callback event to the parent application and then pushes the Answer or visualization data in a response payload.

URL actions

A URL action sends data from an Answer or visualization to a specific URL in a POST request.

Developers or administrators can set a custom action as a global or local action.

Global actions

By default, a global action appears as a menu action in the More the more options menumenu on all visualizations.

Authorized users can edit the position of a global action on a visualization or saved Answer by using the edit icon in the Custom actions panel.

Local actions

Local actions are not assigned to any visualization by default. Developers can create a local action and let users add this action to a specific visualization or the answers built from a specific worksheet.

Any user with edit access to a visualization or worksheet can assign a local action to a specific visualization or all new visualizations generated from a specific worksheet.

User access control

For granular access control, developers can restrict a custom action’s availability to a specific group. The Show advanced availability setting in the custom action creation page allows you to associate a custom action to one or several groups.

Note

In embedded ThoughtSpot instances, developers can also use the visibleActions, hiddenActions, and disabledActions properties to show, hide, and disable a custom action.

OverviewπŸ”—

The Overview tab shows the possible locations for placing a custom action in the ThoughtSpot UI. You can add a custom action in the primary menu bar, or as a menu action in the More the more options menu menu or the contextual menu that appears when a user right-clicks on an Answer or Liveboard visualization.

By default, ThoughtSpot adds all custom actions to the More the more options menu menu. If you want to send only a single row of data instead of the entire data set obtained from a visualization, you can place the custom action in the contextual menu. To change the position of an existing custom action, click the custom action icon custom action icon on a saved Answer page, and then click the edit icon next to the custom action in the Custom action panel.

ActionsπŸ”—

The Actions tab lists the actions created on your ThoughtSpot instance.

  • To edit an action, go to More the more options menu menu > Edit.

  • To delete an action, click More the more options menu menu > Delete.