Launching Action in Sheet

Now introducing ACTIONs in sheets: Trigger a chain of actions from sheets

Sheets are traditionally used to store, visualize and format data. Sheets facilitate meaningful actions on datastore to serve our purpose. With this in mind, we are introducing new column type in sheets called ACTION. Now you will be able to trigger a chain of actions from sheets just by clicking the action button in sheets. For example, the Action column in sheet can be used when:

  • You want a notification or approval task to be triggered from sheets, by setting up a trigger for your workflow.
  • You want to send messages using Slack or update a Trello card or need any other service to work just by clicking action button in sheets.

Why Action Column ?

It is our ongoing effort to provide a range of capabilities to the standard sheets along with the common functions that can be performed using sheets. We are thus introducing the action column capability in sheets that can trigger workflows or use third party services like Slack, Trello and so on.

Where will you find it ?

You can add an Action type column in sheets like any other column. Just give the name to the column and select its type as Action.

How can you use the Action in sheets?

Now that you have added the Action column to the Sheet, you would need to configure the Action. There are two ways to configure an action column, either to trigger a configured workflow or configure third-party API services like Slack, Trello etc.

It is important to remember that to be able to use these in the action column they should first be configured in Studio. Also, at one time either workflow or api service trigger can be configured for an action column.

Workflow Configuration

Now let us see how to configure the workflow for the specific sheet:

  1. For the Action column, click A to Configure Workflow Trigger.

  1. Select App from the list and then Select Workflow.

  2. Map variables of the selected workflow to the columns present in the same sheet and Save the configuration.

  3. Whenever the Trigger button is clicked for a specific row, then the configured workflow is triggered with cell values used from the row which were mapped while saving configuration. For example, if a Unique_id column is mapped to a workflow variable called userId and the trigger button is clicked for a row with unique_id = 1, then workflow will be triggered with userId = 1.

  4. The Status is set as True or False based on success or failure of execution.

API Service Configuration

Let us now understand how you can configure an API Service:

  1. For the Action column, click A to Configure Workflow Trigger.

  2. Select App from the list and then Select Workflow.

  3. Select Category (Slack, Trello etc.), and then select Sub-category/API.

  4. Select an account of the third-party service that you want to use, if no account is present then you can add the account from the sheet itself.

  5. Map variables of the selected service to the columns present in the same sheet. Service response can be configured. You can also create custom JSON and save output or fraction of output which suits our needs.

  6. Now Save the configuration.

  7. When a trigger button is clicked for a certain row, configured service will be triggered with cell values from the same row which were mapped while saving configuration. (For Example, if unique_id column is mapped to a service variable called userId and the trigger button is clicked for a row with unique_id = 1, then service will be triggered with userId = 1).

  8. Configured service response will be saved in cell and can be viewed as well as used in the formula column.

Automate action

Both configurations - workflow configuration as well as Service configuration - can be automated. You can set a maximum of two hooks (insert row and updated row) while saving configuration on which action will be triggered automatically.

We are sure this gives you additional capabilities to trigger actions from sheets. In case you have any thoughts, suggestions or feedback? We’d love to hear from you. Head to our forum to share your thoughts in our Suggestions Section.