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Event recording available: Anaplan Workflow expanded
If you missed our spotlight event on Anaplan Community Experience: Workflow Expanded, a recording is now available. Anaplan's Elizabeth Schera and Chris Stauffer share insights and strategies to optimize your processes.
Presenters highlighted how to thoughtfully design workflows around real business processes rather than forcing process into the tool, including when to use Workflow versus traditional model logic, how to avoid overcomplication, and how to ensure scalability. They also showed how Workflow can support cross-functional collaboration by aligning tasks with business roles and timelines, ultimately helping organizations close gaps between planning and execution. The session reinforced that strong Workflow design leads directly to better adoption, cleaner processes, and more reliable outcomes within Anaplan.
A recording of the event is below, and a PDF of the presentation can be found here:
ACE Workflow Event - 2026.04 - Copy.pdf
Recording
https://play.vidyard.com/jNik8duQnRgsEWfyXJLWgJ.html?
0:00 - Welcome
1:37 - Opening and introductions
2:29 - Agenda
4:54 - Recap from Previous Event
7:19 - Workflow Feature Update
23:31 - Workflow in Action
31:18 - Anaplan Workflow Demo
47:59 - Hierarchy Tasks Demo
51:46 - Q&A
Additional resources
Latest Platform Releases
September Release Page
Speeding up ADO data syncs with Workflow
Workflow Advanced on Anapedia
Previous Workflow in Anaplan Event
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Annual rollover best practices — event recording available!
Last month, we hosted a Community Challenge inviting members to share their annual rollover best practices. We provided prompts to encourage members to share how they prepare for this critical time-of-year activity, their strategies for a smooth and successful rollover, and to inspire others in the Community with their expertise.
Yesterday, we hosted an event to highlight the responses we received from the Community Challenge. Allison Slaught (@allison_slaught), Anaplan Intelligence Director – OEG, and Elizabeth Schera (@ElizabethS), Director of Product Utilization and Adoption, shared their expert insights on the most effective techniques for making your annual rollovers seamless and repeatable.
Allison and Elizabeth presented the insights in four key pillars: proactive time management, developing a structured plan, new feature considerations, and process changes. Check out the recording and presentation below to dive deeper into each of these pillars and how to bring these best practices into your own annual rollover process.
Watch the recording
https://play.vidyard.com/teUbNzZEbu9TZoowZ2T7F7
Timestamps:
* Welcome and introductions — 0:00
* Guest hosts introduction — 2:07
* Community Challenge participants recognition — 3:53
* Annual rollover best practices key pillars overview — 4:49
* Time management — 5:19
* Develop a structured plan — 7:51
* Checklist content examples — 9:08
* New feature considerations — 24:03
* Process changes — 27:44
* Q&A — 34:43
* Closing — 42:54
You can check out a PDF of the event presentation below:
ACE Annual Rollover Best Practices Challenge Recap.pdf
Questions? Leave a comment!
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Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it to simplify planning, and make faster, more confident decisions.
Speakers:
* Calvin Magondo, Product Manager at Anaplan
* Irina Ryabtseva, LMA (Local Market Activation) Manager / Market Activation Lead at Jaguar Land Rover (JLR)
* Kartick SV, Unilever Development Lead / Fervid Pro Partner
* Steve Prendergast, Senior Principal Product Manager at Anaplan
Watch the recording
https://play.vidyard.com/9Tf4h5zsinLyi1KFZyNDDR
Timestamps:
* 0:00 Welcome & introductions
* 1:16 Anaplan presentation
* 11:58 JLR presentation
* 18:10 Unilever presentation
* 25:40 Q&A
* 48:26 Closing
Event presentation [PDF]
Anaplan's slides:
Combined Grids Webinar.pdf
JLR's slides:
Combined Grids - JLR.pdf
Unilever's slides:
Combined Grids - Unilever.pdf
Questions? Leave a comment!
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Recording now available! October 29 platform release event
If you missed our October 29, 2025 platform release event, the recording is now available!
In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”, followed by a question and answer session with the audience.
Topics covered include:
* Enhance planning experience: See features in action that streamline the user experience and improve planning efficiency
* Improved page management: Explore enhancements that make page management faster and easier, including UX page dependency which shows model builders which UX pages are linked to each module
* Polaris functions: Check out functions now available in Polaris, including two Polaris-only functions
* Anaplan Data Orchestrator: See how you can now export inventory pages and datasets to CSV
Recording
https://play.vidyard.com/xLcspJhaSyd6EMXbF3MP44
Q&A
* What is the size limit for the export to CSV in Anaplan Data Orchestrator? 500 MB
* When exporting to CSV in Anaplan Data Orchestrator, do you specify the delimiter? No.
* For external URL navigation, can you direct to both an Anaplan link and an external link (ex. documentation outside of Anaplan)? Yes!
* Does the 'undo' feature work in the modeling experience? Yes, it works in both the UX and the modeling experience.
* Does the 'undo' feature work for copy across and copy down? Yes, it works for the most recent copy across/down action.
* For Workflow email notifications, can we customize the message based on the line item (ex. adding comments line item)? Any line item can be included in the email, including comments line items.
Note: There may be additional Q&A included in the recording that was answered live.
Catch up on recent releases:
* July* Release notes
* Supplemental blog
* August* Release notes
* Supplemental blog
* September* Release notes
* Release notes - Workflow Advanced
* Supplemental blog
Follow along for future events!
Stay up to date with all platform release announcements by subscribing to the platform release page on the Anaplan Community, and all platform events by subscribing to the events page. Look for the “bell” icon on the page to subscribe.
Questions? Leave a comment!
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Register for our October 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held October 29, 2025 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience.
Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new features and innovations. Get your questions answered live during Q&A.
Features to be demo'd:
* Enhanced planning experience: See features in action that streamline the user experience and improve planning efficiency
* Improved page management: Explore enhancements that make page management faster and easier, including UX page dependency which shows model builders which UX pages are linked to each module
* Polaris functions: Check out functions now available in Polaris, including two Polaris-only functions
* Anaplan Data Orchestrator: See how you can now export inventory pages and datasets to CSV
Can't make it? Register for the event and a recording will be sent to all who register. A recap and recording will also be posted on Community.
Register here.
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Data integration best practices — Event recording available!
Last month, we hosted a Community Challenge inviting members to share their best practices on data integrations. We provided both beginner and advanced prompts to encourage members to discuss how they move data in and out of Anaplan, share tips for smooth integrations, and inspire others in the Community.
Yesterday, we hosted an event to highlight the responses we received from the Community Challenge. Jon Ferneau (@JonFerneau), Data Integration Principal, shared his expert insights, recognized participants for their contributions, and presented key takeaways for practitioners along with call-to-action items for our Community to consider.
During the event, Jon gave a shout out to our Community Challenge participants, including @andrewtye @matthewreed @SunnyNafraz @Prajjwal88!
Watch the recording
https://play.vidyard.com/5bV3ALKFZT5FVWcrYagvjd
Timestamps:
* Welcome — 0:00
* Guest host introductions and overview — 1:40
* Community Challenge recap presentation — 3:47
* Q&A — 23:35
* Closing — 42:54
A PDF of the presentation is available here:
Data Integration Community Challenge_September 2025.pdf
Resources for Data Integration Best Practices
* OEG Best Practice: Data Integration Decision App
* OEG Best Practice: Data Hubs: Purpose and Peak Performance
* Getting Started with Anaplan APIs: What you need to know
* [Start Here] Anaplan APIs in a Nutshell
* Understanding Errors and Rejected Lines When Importing Data Via APIs
Questions? Leave a comment!
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Event recording available: Experience the future of Anaplan Support
If you missed our event demoing the new Customer Support Case Portal, a recording is now available. We covered why we are removing email, the benefits of the portal, using the dynamic case form, and a number of other relevant topics. We went through managing users, working with partners, and how to most effectively use the support portal.
Speakers:
James Nisbett, Sr Manager, Customer Care and Premium Services
Marissa Paro Manager, Premium Services - AMER
David Black, Manager, Premium Services - EMEA & APAC
Moderator
Ben Geary, Manager, Premium Services - AMER
Recording
https://play.vidyard.com/pewETCYRno8cfXjT3YLzBD
Timestamps:
* 1:56 Introductions
* 5:00 Why are we changing?
* 8:00 Case portal demo
* 28:57 Q&A
Presentation PDF
Experience the future of Anaplan Support.pdf
Questions? Leave a comment!
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Guiding users through the UX best practices — Event recording available!
In July, we hosted a challenge inviting Community members to share their best practices on guiding users through the UX. We shared prompts with the Community to get members thinking about how they how craft the user journey through the app. Yesterday, we held an event highlighting the responses we received from the July Community Challenge.
Elizabeth Schera (@ElizabethS), Director of Product Utilization and Adoption, and Seb McMillan (@seb_mcmillan) Principal Platform Adoption Specialist, shared their expert perspectives as well as highlight standout responses from our July Challenge participants. Elizabeth and Seb also shared bonus content which you can check out from our event recording and PDF below!
Watch the recording
https://play.vidyard.com/sZHgGjb8ZnPe47XPGTL2vU
Timestamps:
* Welcome and introductions — 0:00
* Guest hosts introductions — 1:52
* Event agenda and overview — 3:49
* Pages and apps — 7:02
* Color and formatting — 14:54
* Progressive disclosure — 23:15
* Driving faster decisions — 31:27
* Impactful charting — 38:09
* Bonus: Process, status, and instructions — 44:00
* Q&A — 46:49
* Recap and closing — 55:57
You can check out a PDF of the event presentation below:
July Community Challenge - Guiding users through the UX.pdf
Questions? Leave a comment!
