Create actions that manage control values

Workbooks support actions that set or clear values of specific control elements, enabling interacting users to quickly filter and unfilter data for different focused views.

This document explains how to configure actions to manage control values. 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 set a control value

Create an action that sets the value of a specific control element in the current workbook.

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 Set control value.
   Update control	Select a control element to update in the current workbook.
   Set value as	Select an option to determine the type of value Sigma passes to the control, then define the value. Specific values: Passes the specified (fixed) value. Values from a column: Passes values from the specified column in the trigger element’s underlying data (if applicable). Only available when the trigger element is a table, pivot table, input table, or visualization. Custom formula: Passes a value based on the specified formula.

Configure an action to clear a control value

Create an action that clears the values of a specific control element in the current workbook.

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 Clear control.
   Control	Select a control element to clear in the current workbook.