Create actions that send notifications and export data

You can create workbook actions that initiate direct downloads as well as exports to email, Slack channels, Microsoft Teams Channels, Microsoft SharePoint, webhooks, and cloud storage.

For email and Slack, you can create actions that send notifications to users and channels. These notifications can be configured independently of an export, and support both static and dynamic lists of users.

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This documentation describes a public beta feature and is under construction. This page should not be considered part of our published documentation until this notice, and the corresponding Beta flag on the feature in the Sigma service, are removed. As with any beta feature, the feature discussed below is subject to quick, iterative changes. The latest experience in the Sigma service might differ from the contents of this document.

Beta features are subject to the Beta features disclaimer.

This document explains how to create actions that export workbook content to specific destinations or notify users by Slack and email. For more information about configuring these actions in Sigma, see Intro to actions. For more information on exporting data, see Export data.

User requirements

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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 workbook permission.

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

Send notifications by email (Beta)

Create an action that emails selected recipients, without sending an attachment or export.

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

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:

• Action	Select Notify and export.
  Destination	Select Email.
  Recipient	For Specific users / teams, enter one or more comma-separated email addresses for the recipients. For Dynamic recipients, provide a list of users based on dynamic information from a control or formula. If your action is configured on a table, pivot table, or input table, you can also create a list of dynamic recipients from a column.
  Subject	Enter a subject line for the email notification. For dynamic text, press = on your keyboard to open the formula bar and configure dynamic text.
  Message	[optional] Enter a message to include in the email body. For dynamic text, press = on your keyboard to open the formula bar and configure dynamic text. Sigma includes basic information about the sender and workbook in the email body.
  Link to workbook	[optional] Off by default. Turn the Link to workbook toggle on to include a link to the workbook in the email. When the toggle is turned on, you can select whether to link to the entire workbook (top of page 1), a specific page (top of specified page), or a specific element.
  Attachment	Confirm that the Attachment toggle is turned off.
  More options	[optional] Select the Run queries as recipient checkbox to run workbook queries as the recipient of the email. If deselected (default), queries run as the user who performs the action. When Run queries as recipient is enabled, each query runs separately per recipient. Larger list of recipients result in more queries and longer processing times. Each recipient must be a Sigma user, and the user who performs the action must have an account type with the Run exports as recipient permission enabled.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Send notifications by Slack (Beta)

Create an action that sends a Slack message to selected recipients, without sending an attachment or export.

To create a Slack notification action, the Slack integration must be enabled for your organization. If you want to send notifications to a private channel, you must also add Sigma to the private channel. See Adding Sigma to a private Slack channel.

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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 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:

• Action	Select Notify and export.
  Destination	Select Slack.
  To	For Specific users / teams, enter a comma-separated list of Slack #channel-names, channel-ids, or member-ids. For Dynamic recipients, provide a list of channel names, channel ids, or member ids based on dynamic information from a control or formula. If your action is configured on a table, pivot table, or input table, you can also provide a column that contains a list of channel names, channel ids, or member ids.
  Message	[optional] Enter a message to include in the Slack notification. For dynamic text, press = on your keyboard to open the formula bar and configure dynamic text. Sigma includes basic information about the sender and workbook in the message body by default. For more information on formatting a message, such as tagging users, see Format a slack message.
  Link to workbook	[optional] Off by default. Turn the Link to workbook toggle on to include a link to the workbook in the message. When the toggle is turned on, you can select whether to link to the entire workbook (top of page 1), a specific page (top of specified page), or a specific element.
  Attachment	Confirm that the Attachment toggle is turned off.

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When sending to Slack channels, Sigma recommends using channel ids rather than channel names. For more information, see Format a slack message.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Download a file

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 permission enabled.

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:

• Action	Select Notify and export.
  Destination	Select Download.
  Attachment	Select the workbook content to download, then choose a file format.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Export to email

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

To configure a standard export to email that is not managed by a workbook action, see Export to email.

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

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:

• Action	Select Notify and export.
  Destination	Select Email.
  Recipient	For Specific users / teams, enter one or more comma-separated email addresses for the recipients. For Dynamic recipients, provide a list of users based on dynamic information from a control or formula. If your action is configured on a table, pivot table, or input table, you can also create a list of dynamic recipients from a column.
  Subject	Enter text to include in the email subject line. For dynamic text, press = on your keyboard to open the formula bar and configure dynamic text.
  Message	[optional] Enter a message to include in the email body. For dynamic text, press = on your keyboard to open the formula bar and configure dynamic text.
  Attachment	Confirm that the Attachment toggle switch is on. 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. [optional] Select the Run queries as recipient checkbox to run workbook queries as the recipient of the email. If deselected (default), queries run as the user who performs the action. When Run queries as recipient is enabled, each query runs separately per recipient. Larger list of recipients result in more queries and longer processing times. Each recipient must be a Sigma user, and the user who performs the action must have an account type with the Run exports as recipient permission enabled. [optional] Select the Send as .zip file checkbox to send attachments as a compressed zip file.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Export to Slack

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

To create a Slack export action, the Slack integration must be enabled for your organization. If you want to send notifications to a private channel, you must also add Sigma to the private channel. See Adding Sigma to a private Slack channel.

📘

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

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:

• Action	Select Notify and export.
  Destination	Select Slack.
  To	For Specific users / teams, enter a comma-separated list of Slack #channel-names, channel-ids, or member-ids. For Dynamic recipients, provide a list of channel names, channel ids, or member ids based on dynamic information from a control or formula. If your action is configured on a table, pivot table, or input table, you can also provide a column that contains a list of channel names, channel ids, or member ids.
  Message	[optional] Enter a message to include in the Slack notification. For dynamic text, press = on your keyboard to open the formula bar and configure dynamic text . Sigma includes basic information about the sender and workbook in the message body by default. For more information on formatting a message, such as tagging users, see Format a slack message.
  Attachment	Confirm that the Attachment toggle is turned on. Select the workbook content to export, then choose a file type.
  More options	[optional] Select the Include link to workbook checkbox to allow Slack channel members to open the workbook directly from the Slack message.

💡

When sending to Slack channels, Sigma recommends using channel ids rather than channel names. For more information, see Format a slack message.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Export to Microsoft Teams (Beta)

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

To create a Teams export action, the Microsoft integration must be enabled for your organization. To send notifications to a channel, you must also add Sigma to the channel. See Add the Sigma Notifications app to Teams.

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

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:

• Action	Select Notify and export.
  Destination	Select Microsoft Teams.
  Channel URL	Enter the URL for the Microsoft Teams channel. For example: https://teams.microsoft.com/l/channel/><channel-ID-and-name>?groupId=<group-ID>&tenantId=\<tenant-ID>
  Message	[optional] Enter a message to include in the notification. Sigma includes basic information about the sender and workbook in the message body by default. For more information on formatting a Teams message, such as supported markdown syntax, see Format a Microsoft Teams message.
  Attachment	Select the workbook content to export, then choose a file type and layout.
  More options	[Optional] Select the Include link to workbook checkbox to allow Teams channel members to open the workbook directly from the Teams message.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Export to SharePoint (Beta)

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

To create a SharePoint export action, the Microsoft integration must be enabled for your organization.

📘

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

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:

• Action	Select Notify and export.
  Destination	Select SharePoint.
  Folder URL	Enter the URL for the SharePoint folder. For example: https\://<organization>.sharepoint.com/:f:/s/<site-name>/<folder-id>
  Attachment	Select the workbook content to export, then choose a file type and layout.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Export to a webhook

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

📘

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

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:

• Action	Select Notify and export.
  Destination	Select Webhook.
  Endpoint	Enter the receiving application’s endpoint.
  Attachment	Select an element to export, then choose a data format.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Export to cloud storage

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

📘

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

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:

• Action	Select Notify 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.

7. If the trigger element is a table, pivot table, or input table, configure additional settings that determine when and how user interaction triggers the action sequence:

• To trigger the action sequence only when a user selects a cell in a specific column, click the dropdown following the On select heading and select the column. To trigger the action sequence when a user selects a cell in any column, select Any column.
• [optional] To control whether keyboard navigation within the element can trigger action sequences on the element, click More in the Actions panel, then select Allow keyboard to trigger actions. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn't display a checkmark (default), only pointer events can trigger them.

  💡

  Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

  Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

8. 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.
9. [optional] To execute the action sequence only when a specific condition is met, click More in the action sequence, then select Add condition and configure the criteria. For more information about conditions, see Define an action condition.

Example: Slack notification workflow for new project tasks

You can configure workbook actions that send notifications to users about changes to a workbook, such as new data entry or changes to existing data.

In this example, imagine you're interacting with a project tracker data app. Users can add new projects, tasks, and statuses.

You decide to configure a workbook action to send a notification whenever a user assigns a new task. Currently, users add tasks by selecting Add Task, entering information into the provided modal, and clicking the Create Task button to add the task to an input table.

Using the Notify and export action, you can send a notification by Slack whenever someone clicks the Create Task button, so that users are always up to date when a task is assigned to them.

1. Navigate to the Create Task modal, and open the Actions panel.
2. Add an action to the On click - primary action sequence.
3. In the Action modal, configure the action:

• Action	Select Notify and export.
  Destination	Select Slack.
  To	Select Dynamic recipients and Formula In the formula bar, enter the following formula: Lookup([Employees/Slack ID], [ct-Task-Owner], [Employees/Name]) In the context of this workbook, this formula uses a Lookup to return a Slack ID based on the name of the user currently selected in the Task Owner control.
  Message	Enter a message to be sent to the user with the assigned task. To tag them, press = on your keyboard to open the formula bar. In the formula bar, enter the following formula: "<@" & Lookup([Employees/Slack ID], [ct-Task-Owner], [Employees/Name]) & ">" In the context of this workbook, this concatenates the user's Slack ID with the characters required to tag them in Slack. For more information on this, see Format a slack message.
  Attachment	Turn the Attachment toggle off.
  More options	Select the Include link to workbook checkbox.

4. [optional] Click More to add a condition to the Action sequence. In the example below, the condition IsNotNull([ct-Task-Name]) prevents tasks from being published with a blank name.