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Use multiple characters together as the delimiter when importing
Currently if more than 1 character is used as a delimiter in an import Anaplan treats it as an OR, and looks for either individual character and not both characters together. For instance if you want the delimiter to be "|~" then Anaplan will look for just "|" or "~" rather than them both together. It would be good for…
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Ability to rename DocuSign Workflow without having to redefine the entire Workflow
It should be possible to rename an existing DocuSign Workflow without having to redefine the entire Workflow. Currently, the only way to rename the Workflow is to edit the Workflow, which requires 3 distinct steps to be completed: (1) Main Settings, (2) Map recipients and (3) Configure Anaplan. The Workflow naming is…
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When selecting the option to Void a DocuSign document, it should be possible to provide the reason
Currently when the Anaplan user choses the option to Void a DocuSign document, they are not prompted to provide a reason. The resultant email which is sent to all DocuSign signatories states that “<Workflow> has been Voided for the following reason: Not specified”. It should be possible that when a DocuSign document is…
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Anaplan-Excel Power Query Connector
Currently, Anaplan supports connecting to Power BI via the Microsoft Power Query function * https://help.anaplan.com/e1cdf0b7-631f-4cd6-b4df-a5e0927e1ef8-Anaplan-Connector-Power-BI-Desktop * https://learn.microsoft.com/en-us/power-query/connectors/anaplan It would be extremely useful if Anaplan supported connecting to the…
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Filters when loading data from Flat File or external sources
It would be very useful to have filters to filter our some of the unwanted data in the source while loading the data into a list. Example Filter out certain Time periods, empty products, range of customers etc. Otherwise this is done in the model or the Hub after bringing all data. Other planning solutions have this even…
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CloudWorks: customizing the integration list
Hi all, To make working with the list of integrations faster and more convenient, I propose to make it possible to change the columns in the list by adding any necessary fields from the "Overview" and "Schedule" tabs (selecting the necessary fields with checkboxes in the list menu). This way, you won't have to click on…
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Excel Add in - Insert new items functionality
Insert new items setting does not work as expected. If you have it selected, ALL new items are pulled in, not only the new items that are part of your parent selection. Example: Hierarchy list of L1, L2, L3 and L4, I only want certain L3 members and all of their descendants, so I check one of these values and all of the…
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Filters on import to list actions
As a model builder, i need to be able to filter the list items created based on a criteria. This is required as we currently operate models that determines a calculation scope of contracts and the needs to import the corresponding cashflows to calculate profitability. Currently we need to import all cashflows from our…
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Building Imports quicker/Implement import button in Imports tab
Hello, We had a need to trace the data flows into a number of modules and line items. In the case where there is a formula relationship, it does not present difficulties, but not in case of imports creation. We do have access to information from the Imports tab, from the Actions section. But it is only helpfull when you…
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custom source connector plugins
As an integration admin, i need to be able to create custom source connector that can be scripted (using typically python, java) to get access to different types of sources data formats without the need to go through a csv or txt file upload each time. This would allow to get data sets from reading apis endpoints,…
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Manual Input for Recipients of Notifications - CW
At the time of writing of this post, it's only possible to choose from a limited list of recipients who receive the Notifications of CloudWorks integrations. However, it would be very convienent to be able to manually input email adresses of the recipients. This would allow to send the notifications directly to Team…
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Tableau to Anaplan Integration
Hi Everyone, I was doing POC for Integration between Tableau and Anaplan, where we export the data from Tableau as a file(.csv) and load the file into Anaplan. Thought of sharing my approach here. Below are the prerequisites we would need to proceed further. Download the latest Tableau Desktop from the Tableau Website and…
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Zoom Chat Integration
There is an integration for Slack but not Zoom Chat. I can connect you to Zoom's engineering team if needed.
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Anaplan tab in SalesForce user mapping based on email rather than User name
We use a different user name between SalesForce (firstname.lastname@company.com.suffix) and Anaplan (firstname.lastname@company.com). Therefore it is not possible to have an Anaplan Tab in SalesForce application matching user names in both applications. Can you please add the possibility to map between email adresses…
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Auto Change of Width and Height post adding data i.e. Time etc.
Manual change of values for height and width isn’t a ideal solution as user unable to even view any of the values. Screenshot for your reference: For this scenario user selected below data for the insertion of image: Clearly user wants data of Time Nov 20, but user able to see data which is even not clear till June only,…
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DocuSign > Anaplan Integration for multiple Users
Currently, when using the DocuSign integration inside Anaplan, only the User who creates an envelope or workflow has access to that envelope or workflow. This idea is to allow for multiple Anaplan admin users to be able to view/edit/use each other's created envelopes and workflows.
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Extend CloudWorks to support *External tables* in Google BigQuery
CloudWorks currently integrates with Google BigQuery and supports the following table types: Standard BigQuery tables, and Views. It would be useful if this support could be extended to include External tables (where the data is stored outside of Google BigQuery). At the moment I need to create an intermediate table in…
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Integration to a non jdbc driver data provider
Hello all, Can someone let me know different/efficient way to connect a data source for automation syncing data which doesn't have jdbc driver in it.
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Add "includeDetails" parameter to "Retrieve lists" API Endpoint
Currently "Retrieve lists" Endpoint returns only an array of lists which contain only "id" and "name" information. [ { "id": "101000000000", "name": "Organization" }, { "id": "101000000001", "name": "opportunities" }, ] For my use case, I need to find out which lists have Selective Access. There are two ways to do that:…
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Exact time in CW process details
I am a CW integrations Admin and have built CW integration between different models that runs every night. I have a lot of processes so I can't put them in one flow. Also I have some processes that should run in parallel, so I left them out of flows and set their own schedule. Setting up the runtimes is very time consuming…