Create actions that navigate to destinations

Workbooks support actions that navigate interacting users to URLs, other Sigma workbooks, or different locations within the current workbook.

This document explains how to configure actions to navigate users 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 open a link

Create an action that navigates to an external link or destination within Sigma. Open a static link or generate a dynamic URL that adjusts to control or column values 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.

    ActionSelect Open link.
    Link URL

    Enter the URL of an external webpage or destination within Sigma.

    For information about using dynamic text in the URL, see Create a dynamic URL in this document.

    Open in

    Select an option to determine how the link opens in the browser.

    • New window: Opens the link in a new browser window.
    • Same window: Opens the link in the current browser window when the user interacts with the trigger element directly in Sigma.
    • Parent window: Opens the link in the current browser window when the user interacts with the trigger element in an embed.

    The interacting user’s browser settings may change the selected Open in behavior. For example, New window may instead open the URL in a new tab (same window), and Same window may instead open the URL in the same tab.

Create a dynamic URL

To generate a dynamic URL that adjusts to control or column values in the current workbook, utilize Sigma’s dynamic text functionality when configuring the Link URL field in step 4 of the previous section.

  1. In the Link URL field, enter the base URL (unless this must also be dynamically generated), then enter = anywhere you want to add a dynamic value.

  2. When you enter = , Sigma immediately displays an overlay containing a formula bar. Enter a control ID, or the title and column of an element, enclosed in square brackets (for example, [Search-control] or [Vendors/Portal]). You can also apply functions to generate dynamic values or to transform control and column values as needed.

Configure an action to open a workbook

Create an action that navigates to a different Sigma workbook. Open the destination workbook in its published state, or pass specific values to existing control elements to instantly open a drilled-down view.

  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.

    ActionSelect Open Sigma doc.
    Destination

    Select a destination workbook to open.

    Interacting users can only view the destination workbook if granted permission to access it.

    Pass control valuesSee Pass values to controls in the destination workbook in this document.
    Open in

    Select an option to determine how the link opens in the browser.

    • New window: Opens the link in a new browser window.
    • Same window: Opens the link in the current browser window when the user interacts with the trigger element directly in Sigma.
    • Parent window: Opens the link in the current browser window when the user interacts with the trigger element in an embed.

    The interacting user’s browser settings may change the selected Open in behavior. For example, New window may instead open the URL in a new tab (same window), and Same window may instead open the URL in the same tab.

Pass values to controls in the destination workbook

To open a drilled-down view of the destination workbook, add control targets and rules to the Pass control values field in step 4 of the previous section.

  1. In the Pass control values section, click Add a control target.

  2. Configure the required fields to identify the control target and define the rule:

    Update controlSelect a control element to update in the destination 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.
  3. [optional] Repeat steps 1 and 2 to configure additional control targets and rules.

Configure an action to navigate the workbook

Create an action that navigates to a specific location within the current workbook. Shift the focus to the top of a page or to an individual element.

  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.

    ActionSelect Navigate in this workbook.
    DestinationSelect the page or element to focus on in the workbook view.