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File format notification for uploads in new ux
We need to able to see the exact format(txt,csv) below the upload a file when we do file upload in new UX. Currently what ever the format of the file the action is created, it shows csv only. This creates the confusion for the user on which format the file as to be uploaded.
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Process of Processes
Hi team, I would like the ability to run a "process of processes". Currently I have to maintain multiple processes that often have overlapping steps and it makes maintenance tedious and ripe for human error. Example: Process 1 - Refresh Cost Center Hierarchy Process 2 - Refresh GL Account Hierarchy Process 3 - Refresh…
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Merged: Option to disable Action buttons on dashboards based on conditions
This discussion has been merged.
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Working with Processes and Actions
Hi Team, Placing these here as a bulk request: 1. Would like edit/view contents of Action when I find it in a Process. Today I have to abandon the process then go find it from the Actions list. 2. Search Actions when building a process: When building a Process we have to scroll up and down the list of Action (which may not…
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Export data to Excel, later version
Hi all, I am wondering why, when exporting data from Anaplan into Excel, the file type is a Microsoft Excel 97-2003 worksheet? Why are we using such an old format? Is there an option available to export to a more recent Excel version? Excel 365? We currently loose functionality in this old type of Excel sheets. thank you!
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Improving the quality of management reports when exported to Excel
The quality of the font on management accounts deteriorates when exported to Excel. It's OK when zoomed in, however just looking at on an A4 page it gets fuzzy. It may be that the resolution is too high?
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Dynamic names for exports
It would be nice if we could define dynamic parts in the export filenames. For example a timestamp and or information about the selection perimeter for example : define the name like VALIDATED_INVOICES_%ORG ITEM%_%YYYMMDDHHMMSS%.csv that produces a file named VALIDATED_INVOICES_FRANCE_20211005165155.csv when generated
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Cloudworks - add a "run as" option
As an integration admin, i need to be able to optionnally choose under which user id a process or integration would run with cloudworks. This is necessary as for instance we want an integration admin to set up scheduled process using a system account with a determined access rights perimeter with the help of dca.…
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Management Reporting slides download for multiple page selector at once
Currently we can download slides for each page selector by one by one .It would be great if we can download one slide for all item in page selectors at one click . Scenario - In page selector , we have 100 employees Data in slide changes according to page selector (using dynamic text ) .Customer wants to export slide for…
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Organizing Model to Model integrations in CloudWorks
As a Integration Admin I would like to have the possibility to organize the integrations/processes with, for example, folders and/or categories. This in order to have an good overview. With our setup the list of different processes is long, at least ss long as no function for sequential run of different processes is in…
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Google Sheets Add-on: Ability to remap connections
As an end user having the ability to repoint/remap connections can be very beneficial. If the underlying source model is to be changed or is accidently deleted, users do not currently have the ability to repoint existing workbooks. This leaves them unusable and requires rebuilding the workbook from scratch. Currently this…
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Maintain Native Application Formatting Following Refresh (Excel/PowerPoint Add-Ins)
We have found that when leveraging the Anaplan Add-ins for both Excel and PowerPoint often times any formatting done on the data to resize columns/rows or change fonts/colors is completely lost following a refresh of the underlying data. We would like the ability to maintain native application formatting when refreshing…
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cloudoworks process integration scheduling
Hi Team I love the ability to scheduled processes within anaplan. Can you make improvements to he scheduling function, i.e. either being able to add multiple schedules for same action or expand the monthly date function to be able to select multiple dates. Currently, if i need to run a monthly job on 2 different dates for…
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Cloudworks email notification to group email
Hi Anaplan team, We started using cloudworks for scheduling jobs within Anaplan. Sending automatic email whenever there are rejection , to the person who has created that job is a cool feature but I feel it would be great option if we have an option to enter specific email address. Examples email to include team email /…
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Process ID for Anaplan Connect Srcipts
It would be nice to setup Anaplan Connect Scripts using Process/Action IDs vs. the name in case naming convention needs to be changed.
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Alternative to hard coded username and password in JDBC connection properties
Anaplan connect Passing hard coded username and password in jdbc connection properties is not a good practice This is should have alternate solution like passing parameters to the shell script
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Selective slide exporting from Management Reports
It would be great to be able to select specific slides to export when export management reports to PDF. Currently the system automatically exports all slides and you can't deselect any if you don't want to include them in the report pack.
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Split admin and users input in the logging
In the history logging, split the changes made by regular users and by admin users (automated or workspace admin) so you can easily check what has been entered by users. As an alternative this can even already be achieved by splitting the manual input and the process driven changes. Currently we cannot see what changes…
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Ability to search Excel Add-In page selectors
The Excel add-in currently does not allow users to search for list members within a page selector. This almost makes the add-in unusable for organizations with large lists. The solution would be to add a simple search option similar to the Anaplan dashboard/page interface, where users can click a drop-down page selector…
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Fix ability to use zip files in Cloudworks and UX
While using import actions in UX and Cloudworks I discovered with the help of Anaplan support that zip files cannot be used except through the backend and old UX. We would like to have the possibility for Anaplan to use zip files in UX and Cloudworks as it is indicated in the Planuals best practices. This is required to…