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Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
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"Edit From" and "Edit To" in "Versions" don't prohibit users from importing values to that time peri
Description of the enhancement: The RFE would be to disallow users from importing into a timescale that they cannot edit. To reproduce: 1. Create a module with "Versions" and "Time" as dimensions. 2. In "Settings"->"Versions", change the "Edit From" to "Feb 16" on the "Actual" version. 3. Back in your module on "Actual"…
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Relative Model Map
When i open the Model map in bigger Models, Anaplan explodes… I need a smaller relative model map related to the Module im working right now. And just a few levels (1-2) of offsprings would be enough. //GP
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Alias Names for Time, Versions, Modules, Line Items and Dashboards
Hi Anaplan, It would be great for Anaplan to allow users to create alias names for: time, versions, modules, dashboard, list and lineitems. Thanks, Usman
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Increase Code character limit in List
Description of the enhancement required: Increase Code character limit which is currently max at 60 characters. An error window will appear if character limit is reached. How would it help their business process: Customers have data values that exceed 60 characters when they try to import data into their List. When they…
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Summary Method per List
In DISCO we create CAL modules that are purely for caulations and turn Summary Method to NONE. There are though many times where to be most efficient you may want to only have the Summary method apply to one list. e.g. you want it to SUM on product only because you can then use it in an Output module which doesn't need the…
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Conditional Formatting on Line Items based on values from other modules with same dimensions
Hi, It would be great if it was possible to format line items based on line items from other modules with the same dimension without having to bring in that line item into the same module. Thanks, Usman
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Route Rejection and Approval Notes back to Line item selected users
I may be overlooking something, but I can’t find a way to route comments collected by Workflow after approving or rejecting a Decision Task back to a specific user. This limitation complicates taking action on rejections. Since Workflow mandates a comment input, it would be beneficial to have the ability to send that…
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Add Notes/Comments on Management Reports
Users(Stakeholders/CEO etc) must have access to add Notes/Comments on the Management Reports they view for better understanding, similar way we have in powerpoint
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Line Item Format "Link"
Im fighting with multiple (language) line item names and we have several modules doubled because of this. This comsumes 1.x - 2x of the space. Why isn't it possible to link the same data on a line item with a different name? My idea would be a line item format "link", which only work with same (applies to) dimensions Those…
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New Function To Convert Date Format to Text Format
It would be very useful to have this functionality rather than convert to numbers through DAY, MONTH, YEAR and back to text through TEXT function. Best practice would dictate to split these functions out but this increases clutter and causes unnecessary calculations in models.
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Spread Function - Divide by numbers with decimals
Hello, we are using the spread function for bookings to revenue conversion. We would like to be able to spread by a non-whole number of periods, i.e. 51.6. Currently this is a constraint on this function. Can this be changed to allow numbers with decimals?
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Model Map Enhancements
Hi is there anything coming on Model maps? 1..would like a menu system on the model map to choose a specific module for analysis then choose links in, links out or both 2..I would like to stop the model map automatically building a map for the entire model as this can take ages. Sometimes we hit the button in error Thank…
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Make Dev and Prod models look different enough to distinguish at a glance
To make navigation and testing easier and to prevent accidental work in the wrong environment. Right now, there's generally just a drop down to switch between dev and prod. If Anaplan can make a major distinguishing marker between these environments, it would help the user to know where they are at all times either in the…
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CF for Year Totals
Folks, native NUX does not offer a highlight option for Year Totals (that i can find) so i am left to use CF for each line item using a CF Year marker to then colour code the year total data. Trouble is this is way too much work for every line item and of course some data does not aggregate across TIME, leaving the CF…
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Rename/Delete/Change Parent/Insert options on grid from additional insight
Currently, these additional features are available only on the main grid within worksheet page. Since we can also set another card from additional insights, to be opened by default, can we enable similar options on this additional grid card as well - to be able to rename a list item, delete the item, change its parent, or…
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Ability to re-order integrations and flows in CloudWorks
Please provide the ability to re-order integrations and flows in CloudWorks to group them by type or model. We have more than 100 integrations and it is becoming difficult to manage.
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Send Email without having to push a button.
Hi All, I was working on a support ticketing project. I had the project scrapped because the end user didn't want to hit a button manually to send an email to notify other parties. It would be nice to have Anaplan automatically send emails without having to hit a link with MAILTO(). For example when "ticket status" is…
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Add note / comment out in the formula editor
Ability to add notes / comment out formula parts in the formula editor similar to '- -' in SQL or ' in Microsoft Visual Basic
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Comments within formula
There should be a syntax to add comments within the formula. All programming languages provide this feature, for example: /* comment */ is used in Java, plsql. This will help to temporary remove any part of the formula for testing or add meaningful comments for reference.
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Enhancement to Model History Feature
When viewing the Model History Feature in Anaplan we now have the ability to select a start and end date/time to narrow down the search. This is very useful in getting the history for a more specific date/time range. However, it would additionally be very useful to be able to apply date and time ranges separately. For…
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Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
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Apply DCA by User Group/Role
The ability to have user specific DCA is great as it allows fine grain control of line items/modules without add dimensions to them, but... As we are dealing with large models with increasing number of users the DCA modules themselves can become very large thousands of users by thousands of CC plus maybe a few other…
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Dynamic Line Item Label
One recent scenario was where the Line Item Labels are shown as CY, CY-1,CY-2,CY-3 and users wants this name to be dynamic like 2024,2023,2022,2021, I want this label to change in all modules each year as the current period changes. There were many occasions where there were requirements to change Line Item Label, which…
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Subset functionality for the versions where we can selective versions by Boolean
Its great to use subsets on the Lists but can we have same functionality in Anaplan versions? Because not all used cases require all the versions as dimension and this also increase the size
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Percentage format flow when using Line item Subsets
having Line item subsets helps greatly but when we want percentage formatted Line item as the source and want that in Target Module with LIS as dimension the formatting is going away and it only shows as numbers(with no percentages) which shouldn't be the case
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Idea Exchange for Planual
SAs from customers and partners often come across new best practices in the field with only Community to communicate these sort of findings to the Anaplan ecosystem. With an Idea Exchange for Planual, SAs can submit best practices they find, with others commenting/upvoting to confirm the best practice, with the OEG…
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Combining line item number formats
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: For certain reporting elements I'm finding that I have to change number formatted line items to text to get the right prefixes and…
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Breakback and read only cells improvement
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: We are trying to hold value by default. Regarding Anapedia (https://help.anaplan.com/breakback-1b7aa87d-aa13-49f6-8f7d-d893fb8bccbe),…
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Include Process Within a Process
Description of the enhancement requiredAbility to create nested processes (i.e., process within a process).An example of the enhancement:A separate process to import a saved view to separate lists that can be combined into one overall process that can be run by the end-user (one click to run multiple processes)A story for…