Upload files to a Planning Analytics database with the action button

In Planning Analytics Workspace books, the Action Button has a new property, Allow file upload, that lets you upload a file to a Planning Analytics database and run a process to use that file. This can be helpful if you want to, for example, import data from a specific file into a view you are using.

Allow file upload property

When you configure an action button to run a process (under Properties > Run Process), selecting Allow file upload prompts you to upload a file when you click the Action Button.

File upload prompt
Note: The process runs only if the file is uploaded successfully.

A new Control Type parameter, File, is now also available under Set parameters. This new parameter displays only when the Allow file upload property is selected.

File parameter for processes

The File control type passes the file name of the uploaded file to the process parameter.

For more information, see Upload files to a database with the action button.