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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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Drill Through/Link External Source Mapping to a given line item
Be able to list or link to a URL the original source information when there is no deeper level. EG. In a source data module, if drill down is completed the admin has the ability to attach a URL to the source material (if it is an extract/table that was pulled from, view, etc.) and if it is entered having the view/field…
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CloudWorks: Duplicate an Existing Integration / Process
Could Anaplan's Product team for Cloudworks enhance it to allow customers to copy an existing integration or process? … This will make it easier to copy existing connections, and then modify them for the purposes of the new integration (for instance, relink them to different Azure Blob directories, etc) This would save…
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CloudWorks AWS S3 file list
It would be great if once you have input S3 access credentials and established the connection, CloudWorks would present you with a list of available files to choose from, instead of having to input the filename. Furthermore the ability to reselect the file to be imported by the connection will speed up integration admin a…
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Ability to Import via .CSV non-US formatted dates
Looking for an enhancement to allow non-US users that don't use US formatted systems to be able to upload .CSV files that contain dates. Currently any non-US formatted files will cause an incorrect date to be populated without any errors or notifications.
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Ability to attach an export to email notification and send it to non-Anaplan users
Hi there, It would be good to have an option to send a notification to non-Anaplan users and add an export file to the email notification. So, this will give a flexibility to the end user to inform non-Anaplan user while staying in Anaplan. Thanks, Humay Kh.
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Enhancement to existing Bulk API for Import Metadata
There is an existing bulk API endpoint that allows workspace admins to retrieve the full list of Import actions from a given model. This endpoint is in the format: https://api.anaplan.com/2/0/models/{{mdlID}}/imports/ where {{mdlID}} is the model GUID. This returns a JSON response, which contains an object called "imports"…
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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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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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Manage the saved view - Display by all modules
Hi all! It would be great if you could refine the "Manage Saved Views" feature and add the ability to view saved views of all modules at once, with the fields: Saved view, module, use in action, note. Saved viewModuleUse in actionNoteName of the saved viewThe module in which the view was createdProcesses in which the View…
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Creating ISBUDGETVERSION() similar to ISACTUALVERSION()
Please consider adding ISBUDGETVERSION() function, similar to ISACTUALVERSION(). This would eliminate having to setup another module with only Versions as the list and creating a boolean flag. All followed by IF VersionsControl.Budget THEN .... ELSE...
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Option for the default file format for new exports from classic dashboards
In a May Anaplan release the platform was updated such that when users in classic dashboards created a new ad-hoc export, the default file format was now .csv, not .xls. In many respects this was an improvement and certain customers preferred the .csv setting, but some customers need the files to be in an Excel format and…
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Social Media Tags
I was hoping I could be able to enable or add a Social media link to my profile preferably Linkedin. I would love to know if you could work on that ,Anaplan Team.
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Personal Export Settings
We've always used the standard Excel format as that was top of the list, now you've changed it to csv with the release 14/05/22; however, csv doesn't keep the formatting so we had formulas that failed in other Excel workbooks when we pasted the Anaplan export in. It's resolved by the user changing the export format to…
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Import a time range
As a model builder, I would like to be able to Import settings into Time Ranges. This would enable me to make Time Ranges more sustainable by driving their settings from an Admin Screen with actions.
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Azure Cloudworks navigation
Hi, At the moment its quit difficult to navigate through Azure Cloudworks processes and imports/exports. We are planning of having around 70 - 80 different integrations. Only thing what we are doing is naming Process names by numbers, but even so, number order is not working in all cases. It would be great if there could…
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New Formula Idea : Convert boolean into a number and stop IF BOOLEAN THEN X ELSE XX
Hello community, I have to do a lot of controls (boolean) and base and theses controls give me a value based on its true or not. I do a lot of these technicals line items for : -Controlling element -Color Coding -... I code it in 3 steps : * 1) Business Element (Number) : Uselly a business value * 2) Control (Boolean) :…
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Snapshot Current System time function
Currently there is no current date/time function in Anaplan. After talking with developer from engineering group, we understand that one of the challenges to implement this is that Anaplan is "moment of time" system, if you have a formula reference Current time, then it would be only true for that moment, what happen if…
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No reference cell count
If Anaplan can provide the column for the total number of no reference cell count for each line item in module grid view, It will greatly help modelers to identify the line items which is having more sparse cells. Modelers can work on those line items to less the sparse cells. I believe it will help at the module level as…
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Translation
This is an idea of how to improve the app
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JSON as Import File Format
With the JSON format being the pervasive format for API data interchange it would be excellent if Data Import actions could use this format of file as a data source.
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Use Page Selectors to Select Data for Export via Export Actions
As an End User I need to be able to select data for exporting using Page Selectors in the UX, providing a common navigation experience for interacting with data in Anaplan. Currently to select data for exporting I need to use selection criteria (Booleans or List Formatted Line Items) to select what I want to export. It is…
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NewUX view Source Module
In the NewUX, you cannot go directly to the source module. When selected it takes you to your default dashboard page in the classic version. This is not helpful for users that aren't model builders with access to everything. This functionality and the Drill to Transaction is needed in order to make the NewUX functional for…
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Save UX Export Definition as An Action
It would be great if we could save/automate dashboard exports from the UX in the same way that we can in the old dashboard experience. Right now, if we want to automate the sending of a dashboard export (a PDF), we need to do it as a saved view of a grid or build an old UX dashboard to export from. Right now, if I export a…
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Adjust Anaplan tab in Salesforce to land on specific Page instead of home page
I need to be able to Change the landing page for users who click through to the Anaplan tab from salesforce, to ensure a smooth experience for my end users and push them to the correct Anaplan page to continue their process
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Success response back to source system after DI
When I have a DI between a source system and Anaplan, I need a way for Anaplan to ing the source system to confirm the job was successfully complete
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REQUEST: Be able to export pictures on Management Reporting Page to pdf
Currently when exporting to pdf all pictures disappear. As we are using pictures to create standardized backgrounds and embedded column headers (column groupings) all pages break when exporting. This makes the whole management reporting either not portable or way less customizable. Current way of…
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Change 100items at the same time,from "Clear target prior to import" to "Only update imported cells"
Hello Anaplan! It will be very helpful to bulk updates in the Actions settings. In particular, the setting "Clear target prior to import" to "Only update imported cells" in 100 items at the same time, rather than doing so 1 by 1. Anaplan, Could you create something to do so? Thank you in advance!
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Allow Multiple Item Mappings on Imports
Sometimes when I import data into a line item or column, even though they match directly with the existing column, I still have to manually map the items. Sometimes I have a very large list of items which can span to over a hundred. When the auto-map does not work I have to manually map each one. How possible could it be…
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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.…