@@ -62,6 +62,7 @@ Before using actions in production, consider playing around with actions on some
- If caching is enabled for the relevant table or model, you may not see the effects of an action in Metabase until Metabase refreshes the data (though you can always manually refresh the data).
- When creating records on a table that lacks an automatically generated primary key, you'll need to input an available ID (i.e., an ID not already in use by another record).
- You can't "undo" actions. You can, however, create and run an action to recreate a deleted record, or change an updated record back to its original values (provided you know the original values).
- Actions are unavailable for public dashboards, and dashboards in [static embeds](../embedding/static-embedding.md).
@@ -34,14 +34,13 @@ You can select from a variety of handsome buttons:
For most actions, when people click on a button, they'll be prompted to input values in the fields defined by that action.
Many types of actions rely on knowing the entity IDs for the model to determine which records to update or delete. To have people select the ID for the action, you'll need to:
1. Click on the pencil icon to edit the dashboard.
2. Add an action to the dashboard (if you haven't already).
2.[Add a filter](./filters.md) to a dashboard, wire it up to any cards that you want to, and click **Done** in the bottom of the sidebar.
3. Hover over the action button and click on the **gear** icon, and select **Change action**.
4. Click on the field's dropdown to select where the action should get it's value. Here you can select "Ask the user" or have it automatically populated by a dashboard filter. In this case, we'll select our "ID" filter.
3.[Add a filter](./filters.md) to a dashboard, wire it up to any cards that you want to, and click **Done** in the bottom of the sidebar.
4. Hover over the action button and click on the **gear** icon, and select **Change action**.
5. Click on the field's dropdown to select where the action should get it's value. Here you can select "Ask the user" or have it automatically populated by a dashboard filter. In this case, we'll select our "ID" filter.
...
...
@@ -51,7 +50,12 @@ If you also wire that filter up to a card with a model on the dashboard, you can
You can add as many buttons as you want, and wire them up to one or more filters.
## Actions are unavailable for public dashboards and dashboards in static embeds
While you can add actions to dashboards and use them in your Metabase, actions won't work on dashboards accessed via [public links](../dashboards), or dashboards in static embeds.
If you want people outside of your Metabase to use an action, you can create a [public form for an action](../actions/custom.md#make-public), or expose actions via [interactive embedding](../embedding/interactive-embedding.md).
