Create actions that control single row containers (Beta)

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This documentation describes one or more public beta features that are in development. Beta features are subject to quick, iterative changes; therefore the current user experience in the Sigma service can differ from the information provided in this page.

This page should not be considered official published documentation until Sigma removes this notice and the beta flag on the corresponding feature(s) in the Sigma service. For the full beta feature disclaimer, see Beta features.

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The following requirements apply to users who configure actions. Users who access and interact with a workbook can typically trigger all existing actions within it. Any restrictions are noted in this document.

The ability to configure actions requires the following:

• You must be assigned an account type with the Full explore or Create, edit, and publish workbooks permission enabled.

• You must be the workbook owner or be granted Can explore¹ or Can edit access to the workbook.

1If you’re granted Can explore access to the workbook, you can configure actions in custom, saved, and shared views. Actions saved to views do not apply to the workbook’s published version.

1. Open the draft, custom view, or saved view of a workbook.
2. Select the trigger element (the element users must interact with to initiate the action).
3. In the editor panel, open the Actions tab.
4. Create a new sequence, or locate an existing sequence that you want to modify.
5. Select the default action (if creating a new sequence), or click Add action to add a new action to the sequence.
6. In the modal, configure the required fields to define the response:

7. If the trigger element is a plugin, select the name of the plugin configuration object under Custom plugin. In your code editor, refresh your plugin, then test the action in the workbook. For more information, see Configure plugins to use as trigger elements.