Create actions that download and export data

Workbooks support actions that initiate direct downloads and exports to email, Slack channels, webhooks, and cloud storage.

This document explains how to configure actions to download and export workbook content to specific destinations. For more information about actions in Sigma, see Intro to actions.

User requirements

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The following requirements apply to members 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 workbook permission.

1 If you’re granted Can explore workbook permission, you can configure actions but cannot save changes to the workbook’s published version.

Configure an action to initiate direct download

Create an action that downloads an entire workbook, a specific page, or an individual element directly to the interacting user’s device.

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This action can only be configured and triggered by users assigned an account type with the Download or Send Now permission enabled.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Download and export.
   Destination	Select Download.
   Attachment	Select the workbook content to download, then choose a file type.

Configure an action to export to email

Create an action that emails an entire workbook, a specific page, or an individual element to specific recipients.

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This action can only be configured and triggered by users assigned an account type with the Download or Send Now permission enabled.

1. Open a workbook in Explore or Edit mode.
2. Select the element you want to trigger the action, then click Actions in the side navigation.
3. In the Actions panel, click Add action.

1. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Download and export.
   Destination	Select Email.
   Recipient	Enter one or more comma-separated email addresses for the export recipients.
   Subject	Enter text to include in the email subject line.
   Message	[optional] Enter a message to include in the email body.
   Attachment	Select the workbook content to export, then choose a file type.
   More options	[optional] Select the Include link to workbook checkbox to allow the export recipient to open the workbook directly from the email.

Configure an action to export to Slack

Create an action that exports an entire workbook, a specific page, or an individual element to Slack.

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This action can only be configured and triggered by users assigned an account type with the Export to Slack permission enabled.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Download and export.
   Destination	Select Slack.
   To	Enter the name of a Slack channel that must receive the export.
   Message	[optional] Enter a message to include in the Slack notification.
   Attachment	Select the workbook content to export, then choose a file type.
   More options	[optional] Select the Include link to workbook checkbox to allow channel members to open the workbook directly from the Slack message.

Configure an action to export to a webhook

Create an action that exports an individual element’s data to another application via webhook.

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This action can only be configured and triggered by users assigned an account type with the Export to webhook permission enabled.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Download and export.
   Destination	Select Webhook.
   Endpoint	Enter the receiving application’s endpoint.
   Attachment	Select an element to export, then choose a data format.

Configure an action to export to cloud storage

Create an action that exports an individual element’s data to cloud storage.

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This action can only be configured and triggered by users assigned an account type with the Export to cloud permission enabled.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Download and export.
   Destination	Select Cloud Storage.
   Storage integration	Enter an integration name.
   Cloud Storage URI	Enter a file path for the export destination.
   Element	Select an element to export, then choose a file format.
   More options	[optional] Select the Prefix file name with current date and time checkbox to include the export date and time (in ISO format) in the file name.