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Select internal Source
When creating a new import, it would be useful to be able to specific the internal model at the outset, rather than having to wait for all potential models to be returned. Very often internal module views are used and it's frustrating to have to wait. the current model is the default anyway
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Ability to restrict user accounts access to API
Our understanding is that anyone with a user account that has authorization to a particular action can execute that action via the API. This is concerning because we do not want users to run actions via the API, without consulting with the team in charge of Anaplan and defining together the integration strategy. Therefore,…
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Fully connected planning for contact centres
Contact centres regularly use expensive workforce management solutions that are inflexible and difficult to work with. These solutions focus on managing call handler schedules (ie what they're doing at each point in the day) against customer fulfilment (how quickly they're getting to support that customer). These solutions…
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Importing a spreadsheet into a blueprint view: ability to map to column headers
An awesome function that's so close to being functional is importing a spreadsheet or another module/view into a blueprint view. Right now, unless I'm doing something wrong, I can only map things to Line Item, Code, and Parent. It would be awesome to be able to map everything that's in the Blueprint view column headers and…
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Option to insert action before or after
Currently when I create an actions from within the Actions tab I only have the option to add this at the Start or End of the list of actions. It would be very useful to be able to select an existing action and use the 'Before' or 'After' functionality that exists when creating module or lists. This would save a lot of time…
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Actions
The action created for importing a .csv or text file does not save the mapping used. I can edit or view the mapping only if a module or list is imported from another module or list. Sometimes while importing a file there are possibilities the file has wrong header names and hence they are not mapped. To view the mapping…
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Anaplan Excel Add-in : Combination of versions 2.6, 3.0 and 3.1 in one future version
We are using Anaplan EXCEL Add-in version 2.6 because of its two-way data transfer concept. Unfortunately the later versions 3.0 and 3.1 are one-way Add-ins (no refresh-function). Our idea: Later EXCEL Add-ins should include at least the features of former add-ins in order to not be forced to run all Anaplan EXCEL Add-in…
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An action to export Dashboard as PDF
I exported a dashboard in PDF format using the Export option. It will be really helpful if this an action that can be published to the dashboard. So that business users will not have to go through all settings and all.
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Docusign Writeback comment feature
A feature to allow the employee to write a comment back to the manager or template sender. So it is about a write back feature to anaplan, but not of a mapped line item rather it is a comment.
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Import: add "Ignore All Unmapped" option with manual mapping
currently w/ manual importing Match or Ignore are the only options for assign/ignore an item. It would be huge time-saving for Admins to add "ignore all" option so all unmapped can just be skipped. IRL example, source have 400 accounts and target only need use 20 of them. it's very time consuming to click "ignore" for the…
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Direct Access to Splunk Data
It would be beneficial to have the capability to directly access Splunk Data from pre-packaged queries through our ETL tool (SnapLogic).
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Add to Top of List
When automating list additions, it only allows you to add to the bottom of the list. Would be nice to be able to add to the top as well.
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Update API import error messages to display process and action name instead of task and import IDs
Import error records from API only display task or import ID, which makes troubleshooting difficult. Recommend to display process name and import action name instead.
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Maintain Flat File Mapping in Copied Models & Model Mappings
When we move models from workspace to workspace, the Anaplan model to model connections remain intact, but all flat files need to be reuploaded and mapped. This causes a large amount of work per model that we move. Adding this feature would make the workspace governance process run much more smoothly.
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Dynamic Data Sources
Have the source model and source object name dynamically update in Import Data Sources as changes are made in the source.
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Mapping on Codes
Allow for mapping on codes in a list that is not numbered.
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Process UI with Many Actions
When clicking a button to run a process that has several actions (20+), there should be a vertical scroll bar for the list of actions so that the UI box does not go off of the screen and a user does not have to scroll to see the Run button.
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Aggregation function for non-list data type
Currently the aggregation functions only work towards list data type. This disallows to fully replace VLOOKUP function in Excel. Please add at least some additional functionality: for example to search for FIRSTNONBLANK using text data type. That would allow to more easily deal with data without need to maintain excessive…
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Remove "Display Name" duplication for numbered lists during export
When exporting the data from a numbered list field "Display name" is duplicated by a property that is selected as a displayed name. One of them should be removed as it adds additional clutter and confuses the customer. This would help to tidy and organize lists/number lists a lot better. Currently it's confusing for end…
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Ability to authenticate as an SSO user with Anaplan connect
-Submitting for the client - United Laboratories Inc. At the moment, any user has to be made "exception user" to run actions through Anaplan connect. Let's say, the user has access to multiple work-spaces. In some work-spaces, the user is toggled as an "exception user" to use Anaplan connect. In some workspaces, the user…