Customize Answer actions menu
You can add custom actions to the more options menu for Answers.
You can use the Data Push API and a custom menu item to initiate an action in another application based on the result of a search in ThoughtSpot.
These custom menu items are visible when you select the More icon on an Answer, or during a search, if you use the search terms that the external application expects to receive.
The Data Push API allows you to open a web page in the context of the ThoughtSpot application. This third party web page then has access to the ThoughtSpot search from which it was invoked. This is useful when you want to initiate an action in another application based on the result of a search in ThoughtSpot.
For example, you may search in ThoughtSpot for customers who are coming due for renewal of their contract in the next month. You could then trigger an action that brings up a web page from an external billing system. The billing system could be set up to read the data (list of names, emails, products, and renewal dates) from ThoughtSpot. The billing system might then add the price, generate an invoice for each customer, and send it by email.
To turn on the Data Push API functionality, contact ThoughtSpot Support.
To add custom items to the More menu for Answers, navigate to the Admin Console by clicking on the Admin tab from the top navigation bar. Select Action Customization from the side navigation bar that appears.
Select Add custom action item.
Specify a label for the item, such as billing renewal email, and add the URL of the external application. Choose the size of the window you would like to open up in ThoughtSpot when a user clicks on this action, and click Confirm.
You can now see your action on ThoughtSpot searches and Answers, if you use the search terms that the external application expects to receive. Your action has a custom tag to differentiate it from ThoughtSpot actions.
When a user clicks on your action, the application you specified appears, and completes the actions specified by the Data Push API.
|In order for your action to work correctly, you must use the search terms that the external application expects to receive in your Answer or unsaved ThoughtSpot search.|