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Import period format to Time Periods or Date formatted line items
As we drive to remove Text from our models, dealing with Dates is troublesome. When mapping files to Time Periods in modules, we can choose periods and define the format. For example, in my file I have YYYYMM. However, when I am trying to bring this data into a formatted list I do not have this choice. Even when formatting…
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Add a "CREATE" action in a process
Dear Team, I think it would be very helpful to have the possibility to add a "CREATE" action in a process, It will help to push default values by default in list properties or line items Thank you
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Real Time Integrations!
Enhancement: As an Anaplan Workspace Admin, I would like the ability to do real time integration imports & exports directly in user facing models WITHOUT impacting the user experience. Problem Statement: Today we run an export every ten minutes, from a user facing model. When we run that export the blue processing box…
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master data list synchronization between models
Master data lists needs often be synchronized between the Data Hub and spoke models. At the moment we do this as follows (for incremental loads): In the spoke model: 1. Set the property 'in use' of all list items on FALSE 2. Load in the data from Data Hub to your spoke model (incl. the TRUE flag for 'in use' property). 3.…
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A way to identify import target
When a process contains several import with different input files (IDS) with targets that have long names it's impossible to distingush which file file stand for what. The screenshot below displays a situation when you can see two identical rows making it very confusing for an end user: Admin in this case may guess the…
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Develop error when adding to a subset parent
When creating elements in a list that has a subset as parent, we can get an error because some element have the wrong parent. It would be very useful to have a more detailed error, with for example the rejected lines.
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Import mapping should update if a line item is renamed
On a model to model, module to module import if the name of any of the below changes the import will still import into that line item as it was set up: -the target model -the source model -the target module -the source module -the target line item If: -the source line item is renamed then the import will not import that…
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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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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…
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Automatic unique codes for nonumbered lists
A unique identifier is required for items in a non-numbered list. There shouldn't be an option to edit it even by administrators (analogue of #-code in numbered lists) An example of the enhancement: Add another system property called for example (system code) and make it noneditable but accessible through formulas and…
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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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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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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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Mapping on Codes
Allow for mapping on codes in a list that is not numbered.
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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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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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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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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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Smart Sheet Add-In
Hi Anaplan, It would be great if Anaplan developed a Smart Sheet Add-In. This is a great alternative to presenting data in excel due to browser based flexibility and functionality of Smart Sheet. Thanks, Usman
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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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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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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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Reject Entire Import
For both lists and modules, it would be nice to have an option to reject an entire import if any errors are present. A similar feature already exists for lists that allows us to reject imports on the basis of duplicate line identifiers, but expanding this to reject the import if any errors exist would be extremely helpful.…
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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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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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Uploads in .pdf/.jpg format (instead of URL)
It would be better if Anaplan facilitated uploading of documents in .pdf/ .jpg format , instead of using URL because not all documents are readily available on the web. Some of them might be scanned copies of confidential papers and cannot be posted on the web (to create a URL) without using a third party software/ app.
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Allow SSO Users to run cross Workspaces Imports with Anaplan Connect
Hello, It would be useful to allow accounts with Single Sign On activated to run Cross Workspaces Imports via Anaplan Connect. At the moment, only Exception Users (no SSO) can run these Imports, which is not in line with recommendations from our Internal Audit team. Thank you
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It would be helpful to have an “aggregation operator” property that would apply to a hierarchy.
For example, consider the following hierarchy, applied to a module, with the following values: Net Income: $10 Gross Margin: $40 Sales: $100 Cost of Sales: $60 Operating Expense: $30 Clients would prefer to see Cost of Sales as a positive number. In aggregating, they would want to see Cost of Sales subtracted from Sales to…