Advanced Action Button configuration for TurboIntegrator processes and navigation

Planning Analytics Workspace now supports advanced configurations of TurboIntegrator processes and navigation between books or tabs in a book. You can run a process, an AI job, or both from an Action Button, and navigate immediately or navigate after the process completes.

You can configure these settings from the properties of an Action Button (Properties > Configure). Enable any process to see the available settings.

Advanced configuration options for action buttons

You can configure each process and navigation to run on its own or in any combination with each other. For example, you can configure:

  • a process to run and then navigate
  • an AI Job to run after a process completes successfully
  • an AI Job to run and navigate immediately
  • a process to run and after successful completion, run an AI Job and navigation at the same time
  • a process and an AI Job to run and then navigate after their successful completion

If you want to navigate after a process completes, you can even specify where you want to navigate to if the process fails.

To navigate immediately upon clicking the Action Button, choose Immediately and select the destination.

  1. To go to a tab in the current book, click Tab, then select the tab that you want to open from the list of available tabs.
  2. To go to a tab in a different book, click Book and select a book, and the tab you want to open. Click Pass context to pass context for any items that have synchronization that is enabled in both the current tab and the destination tab.

    If you configure an Action Button to navigate to a tab in another book, you can rename the target book and/or sheet without having to update the button properties. The button automatically resolves any name changes to target tabs or books.

  3. To open a URL, click Hyperlink, then enter a fully qualified URL.

To navigate after a process completes, select After process completes and select where you want to navigate to when the process completes successfully and when the process completes with errors.