Create actions that modify input table data (Beta)

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This is a public beta feature that’s subject to quick, iterative changes. As a result, the latest product version may differ from the contents of this document. For more information, see Beta features.

Workbooks support actions that modify data in input tables.

This document explains how to configure actions to insert rows. 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.

Add a row

Create an action that adds a new row in the target input table.

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 Insert row.
   Into	Select the existing input table to update with the added row.
   With values	For each column of your input table, select an option to determine the type of value Sigma passes to the inserted row, then define the value. The available options depend on the elements in the workbook. Static values: Passes a specified (fixed) value. Column: Passes the value of the specified table column. Control: Passes the value of the specified control element. Formula: Passes a value based on the defined formula. To leave a column blank, select Static values and leave the value unset.

5. Confirm that the data entry permissions on the input table are set to accept edits in Published mode. See Set data entry permission for more information.