Set the position of a custom action

ThoughtSpot lets you add custom actions globally to all your visualizations. When creating a custom action, developers can set the action as Global or Local. By default, the global custom actions are placed in the More menu . The local custom actions are not placed anywhere in the UI until they are assigned to a Worksheet, Liveboard visualization, or saved Answer.

You can place a custom action as a primary button, in the More menu, or the context menu that appears when a user right-clicks on an Answer or Liveboard visualization. For example, 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.

You can change the default position of a custom action in the Custom actions panel.

Navigate to a Liveboard visualization or a saved Answer, or create a chart or table from a new search and click Save.
Click the Custom actions icon .

A list of custom actions available for your instance is displayed.
Click the action you want to modify and then click the edit icon.
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 you already have a primary action, you can select another option or override your current primary action setting.
- Menu
  
  Adds the custom action to the More menu . By default, the Global custom actions are placed as menu actions in the More menu .
- Context menu
  
  Adds the custom action to the contextual menu that appears when a user right-clicks on a visualization. This option is available for only URL and callback custom actions.
Preview the position of the custom action.
Click Save.