Edit worksheet toolbar actions

mark.lee

As a page builder, you can add preconfigured actions (such as imports, exports, and processes) to a worksheet toolbar. The actions must have been created in the Anaplan model by a workspace administrator in classic Anaplan.

To add or remove actions in the worksheet toolbar:

1. Click the Edit icon.
2. Click Edit toolbar actions.
3. Select Imports, Exports or Processes depending on the type of action that you want to configure.
   
4. You can:
   • reduce the number of displayed actions by typing the name of an action (or part of it) in the search field;
   • select actions to add;
   • change the Toolbar label for an action; and
   • deselect actions to remove.
     
5. Click Update.
6. Click Publish.