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When builders update action triggered from CloudWorks, don't require CloudWorks rebuild
Input from customer implementation team which uses CloudWorks to trigger Anaplan actions. "When we want to edit or change an Anaplan action that is embedded in a CloudWorks process, we risk breaking the process and requiring a rebuild. Our processes are large by necessity. We frequently update actions/process in the…
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Make all API's available across tenants.
Currently most API calls only work within the default tenant. As a developer this limits the ability to work with other projects. For all api calls add /customerid/xxxxx-xx-xx-x-x/ to the path to reference another tenant. If tenant id is not supplied then default to the users default tenant. example: When listing…
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Edit Export Action
User should be able to edit Export Action just like Import Action in case of addition, deletion of line items to the saved addition/removal of filter to the saved view which is being used in Export Action.
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Source Object Name refresh in Import Data Sources tab of Actions (Model Settings)
The Source Object Name in the Import Data Sources tab of the Actions section in Model Settings is a very helpful piece of information when tracing source module views used in Actions. Model builders normally export this information to an Excel output and filter on the source object name to check which actions are dependant…
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Use Gregorian calendar week numbers instead of fiscal week numbers
Hello community, Currently Anaplan uses its own week numbering to determine the week number. When fiscal period is different from jan-dec, then week numbers do not match at all with calendar week numbers as defined in ISO 8601. This makes it very confusing for users to adapt to these new week numbers, especially when users…
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Organize Anaplan 365 Cards by Model
The Anaplan 365 Add-in allows a user to save Cards as Templates and then subsequently import then into a Microsoft Product like Excel. However, for a company with many Apps or Cards saved as Templates this can get confusing since there's no organization to Cards within the Anaplan 365 Add-In. Names also get cut off so…
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Provide detailed log on cloudworks
As an integration admin, it woulf be very useful to be able to get (through api or the ui) a log detail of the last cloufworks run for a given integration. This is necessary as the current error messages are a bit cryptic to understand like "process failed"
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Delete from List using Selection must work differently for the nested list
My Idea: For the backward compatibility, add a check box in "Delete from List using Selection" action. When it's TRUE (default is FALSE) - running the action will delete all elements (leaf and parents) which have TRUE in the selection line item. This won't affect already excisting processes, but will allow to have one…
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User to select columns for variance analysis
New variance feature is a long awaited one. And finally we have it! But this feature is almost a hardcode and it does not allow an end user to select which of the two columns to be compared. Before placing this idea I have open a topic in UX Designers forum to collect thoughts of the community about it: MR: User to select…
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Change in Anaplan Connect Error handling to include functional errors
While working on a requirement to handle errors in Anaplan processes, we checked and tested few cases if we could capture return/exit code (i.e. error level) sent from Anaplan job processes to determine whether the process was successful or failure (This part is handled in Task.class file of AnaplanConnect…
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Native Email Notification in Anaplan Connect
It would be great if Anaplan Connect had Native email Notifications that would help users know whether jobs that run were successful, partial, or failed.
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PowerQuery Get Data Connection to Anaplan
Could we please have the ability to Get Data from Anaplan in Excel Power Query (not Power BI which already exists).
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Log exports in the model history
Description of the enhancement required: Customer wants to capture the export information also to be captured in the history log. Currently, only import information is available. A story for why you want the enhancement: For the customer, apart from imports that are scheduled , if a user clicks on export they want that…
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Set the delimiter for CSV Exports
The European format for CSV file is a semi colon delimiter and a comma decimal point. The current behaviour is some European users seem to get an export in this format even though it is not supported in anaplan. The windows/browser formatting seems to take over while other users get the more usual comma delimited file.…
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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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Check Import Source - CSV File
User Suggested Feature Check import source of a csv file, to check who uploaded the file. Currently the option to check is through model history but if there was a way to check import source originally (user) would be useful feature.
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Display an action's Start Date and Time (UTC) on a page for the end user to view
Are there plans to allow the Start Date and Time (UTC) of an action to be forward facing to end users? This could potentially be shown as a tooltip where actions are published on to the page.
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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3 Improvements for Comments in the New UX
Hi, I'm missing 3 basic capabilities on the current comments' fucntionality to be able to use it for my clients: 1- Comments are not flagged to end user 2- Not recorded in full context (in all dimensions I'm looking at) 3-No option to publish or export from Anaplan This custom fucntionality I built allows me to overcome…
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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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Show 'referenced by' also for saved views
We use frequently saved views to import data from a source module into a list or other modules. A great challenge is to understand where these saved views are used, it is particularly challenging when you import data across models. The only current way is to go through the import sources of each model or use the business…
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Add 'Use Current date' as model action
The 'Data Write' action functionality in Anaplan App (UX) is great and provides the ability to 'Use current date'. This means that by pressing an action button on the page, a module with a date format will be updated with today's date. Seamless and simple! Below I have 2 simple use case examples for this: 1. Workflow -…
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Syncronize card template context selectors for Microsoft 365 extension
Summary (See suggestion* for detail) - Improve user experience with user driven context selection for cards in template library, rather than going into the backend and updating each saved card for the required context. Context - The release of the extension - Anaplan for Microsoft 365 allows users to import from cards in…
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Enable Power BI Anaplan Connector with SSO
The majority of our customers have an SSO only policy. This means Power BI can not be used by them for additional analysis of Anaplan Data. As a Power BI end user with SSO enabled I want to be able to use the Power BI Anaplan Connector so that I can do additional analysis in Power BI.
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Ability to exclude time dimension from an export
A description of the enhancement requested: When you export a module, in the Labels tab you have the option to remove any labels for a list dimension on rows and therefore effectively remove it from the export. This cannot be done with time and the customer would like it to be. A story for why they want the enhancement…
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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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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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Allow filtering of tabular multi column exports from transactional api
When defining tabular multi column (TABULAR_MULTI_COLUMN) exports from the UI, you're allowed to specify a boolean line item to filter the results. This functionality is not built out within the transactional API. The API documentation alludes to this option being the case, but it is not supported. Without this filter you…
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Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts
Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts instead of just Workspace and Model IDs.
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Set .xlsx as the default format when extracting data from Anaplan
It is great that now we are able to export data in xlsx format. Thanks Anaplan Team! It would be helpful to have xlsx as the default format when manually exporting data from the system. Current default format is .xls.
