Custom actions

ThoughtSpot provides a set of standard actions in the primary menu bar, More menu, and the contextual menu that appears when a user right-clicks any value in an Answer or visualization.

ThoughtSpot supports adding custom actions to an Answer or visualization page. For example, you may want to create a custom action that allows pushing business insights from ThoughtSpot to an external app or a specific URL.

Similarly, if you have embedded ThoughtSpot in another app, you can add a custom action to trigger a callback event to the host application and initiate a response payload.

Custom action creation

ThoughtSpot Developer Portal allows you to create, modify, and delete custom actions. Users with Developer or Administrator privilege can create the following types of actions:

URL actions

A URL action allows you to send data from an Answer or visualization to a specific URL in a POST request.

Callback actions

A callback action triggers a callback event to the parent application and pushes the Answer or visualization data in a response payload. Callback actions are supported only on embedded instances and require a ThoughtSpot Embedded Edition license.

Global and local actions

When creating a custom action, developers can configure it as a global or local action. They can also restrict custom action availability to specific user groups.

By default, a global action appears as a menu action in the More menu on all visualizations. Authorized users can edit the position of a global action on a visualization or saved Answer by using the edit icon in the Custom actions panel.

A local action is not assigned to any visualization or saved Answer by default. Authorized users can add a local action to a saved Answer, visualization, or Worksheet. If you add a local action to a Worksheet, all new Answers built using that Worksheet display the action in the specified location.

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