Welcome to no-code Actions
Use the Actions feature to add customized interactions and analytical (logic) event-driven functions to your workbook - all without writing any code. And you can create them once and use them throughout your workbook.
Define the action you want to create; it could be to automate visual changes to your data using a filter or to add interactive actions that modify the worksheet with the click of a button. You can do both of those actions by putting them in sequence.
Drag and drop blocks from the catalog to create an action. Each action must have an input (trigger) and an output. Placing a condition between them is not mandatory.
Creating an Action in three steps
Open a workbook, add a new workbook layer
From the left side panel, click on Actions to open the Action Editor.
Select the action blocks to build your action. When you're happy with the action, click Done to complete the action.
If you have an element on your worksheet, like a button, the link to modify its actions displays in the Object style toolbar as well.
Understanding the Action Editor
The Action Editor displays a new layer to create your first Action. The catalog of actions displays on the left. Click the plus (+) icon to add a new action sheet to keep your work tidy.
The Actions sheets given a default number are numbered at the top in the middle; click the three dots to rename the sheet. Just a quick reminder - all your actions can be used throughout your workbook.
Drag and drop blocks from the catalog to create an action.
Tip: Organize your actions on individual sheets so they're always ready to use in a new view.
The example below shows two actions; a Trigger event (Every 120 seconds) and a Filter event.
Tip: You can preview the actions and how they would behave in a published workbook. They run only when viewing a workbook and not while you're editing.
Using Action blocks
Each action block represents a coding concept, and the whole action is displayed as interlocking blocks.
Each block only fits with the shapes that can create a logical flow. If you try to add a block incompatible with the sequence, the blocks do not connect.
Most blocks include a field or drop-down options where text or parameters are set.
Use the catalog to modify the ones you have or create more.
Tip: Organize your actions on individual pages so they're always ready to use in a new view.
Modifying an action block
Click on the action block and drag it down to detach it from the blocks.
The fields on an action block can hold text, numbers, boolean conditions, and defined outcomes as part of their sequential flow.
If you have a block that is incomplete or invalid, it displays as red, indicating the action can't be performed.
In this example, the field on the Button trigger action shows 'No buttons' because there is no button on the worksheet for it to reference.
Removing an action block
To remove an action block, simply drag it back to the toolbar, or select it and press Delete.
To keep an action block on the side, drag it slightly away from the middle where you're building your action.
These blocks must be placed at the start of the flow for an action. They define what triggers your action. Controls can enhance interactivity or add 'listeners' to trigger an event.
These blocks can change the flow of the action executed based on conditions to produce multiple outcomes.
These are split into Parameters, Conditions, and Operators. Operators are available for numeric and text blocks.
Operators - Boolean
Use these blocks to define the output of your action. They can be put in a sequence and return changes in the workbook.
These actions output a change to Navigation, Filter/Data, and Variables
The outcome of an action is the result of the flow and changes the state of the workbook or the execution of a function.
ℹ Changes & Deprecations for Action blocks
When new capabilities are added to the action blocks sometimes it requires the old version of the block to be deprecated, and replaced with the new version of the block.
How to update deprecated blocks
Add the new version of the block to the action workspace
Configure it the same as the block to be updated
Move the new block above the deprecated block in the block chain
Remove the deprecated block
Repeat for all deprecated blocks
The blocks below on the left had side have been deprecated as of 14th of February 2024 these will need to be updated to the new blocks below, by April 2024.
Execute SQL block
Get/Set variable blocks
Open report block
The blocks below on the left had side have been deprecated as of 7th of February 2024 (initial release 13th March 2023), these will need to be updated to the new blocks on the right hand side, by April 2024.