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Remove Line Item Mapping when Item is Removed from Import Data Source
Within the Line Items tab of the import dialogue, please can line item sources be removed when these are removed from the import data source. Take the below as an example: If I were to remove Revenue from the import data source, the Revenue line item source would still appear on the left to be mapped to a line item target.…
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Default Export File Type to CSV
This one is simple. Anaplan's recommended export file type is CSV, yet the export dialog defaults to Excel / XLS. Yesterday we had an integration mysteriously run for 7 hours, later realizing it was because the export file type wasn't changed to CSV. Please allow model admin to set the default export file type to CSV. This…
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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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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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Line Item Data Connections
If a line item name changes in the source, keep the mapping in actions so that it pulls from the new line item name automatically.
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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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add processId, actionId, fileId as columns in Settings (for API development)
This will speed up API development and runtime both. The API requires ID's as parameter, however Anaplan UI shows only the Name. When using API for sending data to Anaplan or triggering a process we now use the name for searching the id. Currently this requires additional looping in our API framework. If we know from the…
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Prevent Anaplan from running two processes simultaneously
Hello, Would it be possible to have an action or a property that allow to put in waiting list the effective start of a process if said process is currently running ?In this case, would it be possible to display in Dashboard of Classic and New UX which user/launch_date are currently on the waiting list ?The idea is to…
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Have the Docusign Add-In Update the Status of Documents Automatically or have an 'Update All' button
* Description: Currently, in the Docusign add-in, you have to manually click into each document and click on update to get the current status. This is painful if you have a lot of documents. * Example of Enhancement: The best solution would be to either have this automatically update regularly, or have an 'update all…
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Copy Paste Formatting into other Tools (Excel)
Description: Much like this example, Anaplan formats in odd and weird ways when moving into Excel. Numbers being copied pasted into excel should retain a numbered format instead of scientific notation when pasted into Excel. Example of Enhancement: Values copied from Anaplan have a format attached to the value in the…
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Bulk Copy functionality available from Dashboards for non-model builders
As a Model Builder, I want to be able to create specific/dynamic Bulk copy processes so that end users can run them via dashboards. I'll know this is successful when I'm able to publish on dashboards specific bulk copy processes using the standards Anaplan out of the box functionality and without the need of creating…
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Ability to assign Versions to line items
Use case: Import of transactions into a List where properties are defined to specify the dimensions (Time, Version, Entity, etc). I am not able to make a connection between a Text item and the Version. The Versions is needed for the customers who not only import Actual transactions but also other Versions (Forecast/Plan…
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Show process Id into actions window
it's would be useful to display process Id into actions window (in a dedicated column)
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Cloud works AWS S3 Automatic file selection from dropdown
In Cloud works AWS S3 connection, user get to choose file from dropdown. If a similar file is generated month on month with a slight change in name (For e.g.: ABC_Apr22, ABC_May22 etc.), then user will have to manually change the data source and there will be no automation for this. I recommend giving asterisk/wildcard…
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CloudWorks - Export Activity for Integration Jobs
While using Anaplan CloudWorks, it will be helpful if we could have the ability to export the activity, similar to how we can export the history from our models. This will assist in any analysis that could be performed for our integration jobs. Additionally, it would be beneficial to see the start and end time for each…
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Organizing Model to Model integrations in CloudWorks
As a Integration Admin I would like to have the possibility to organize the integrations/processes with, for example, folders and/or categories. This in order to have an good overview. With our setup the list of different processes is long, at least ss long as no function for sequential run of different processes is in…
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Suggested Import Data Source
Would be nice if I could quickly select an import data souce when setting up new import based on the most recently created saved view. The suggested source item can be based on whatever the last source in the Import Data Source list is.
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CloudWorks Scheduling by Day of Month
It would be great if we could schedule Imports & Processes during Month End dynamically. e.g. Each Month I need to edit my schedule to update the Start Date & End Date for the relevant month end period. Would be great to have 1st day of month as a selection from Start Date and 7th day of month for End Date as an example so…
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Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
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New UX: Ability to view and export "codes" as labels in grid view
When producing a grid table, it would be useful to have the option to also bring through the code in a separate column/row next to the display name and have the ability to show or hide these depending on the user requirements. Likewise, having the option to export with the code. A small example is below. I note the export…
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Increase Size of the Action Icon for Additional Insight Cards with Actions
When working in a worksheet the user is able to add various cards (text, field etc.) to the additional insights pane and even add a process/action to these various cards. However, the Action icon in the top right of the card is extremely small compared to most large blue processes Anaplan offers in the UX. Can we increase…
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Search option while importing Saved Views from one model to another
While building imports from one model to another, it is tough to look for Saved Views as they are not sorted alphabetically. It would help if we can have an option to search the Saved View while importing.
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Excel add in sorting
Can we have the option to Re-Order and Sort List items during Pivot ? In General, Custom Sorting is very important when people need to work from Excel.
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Powerpoint Addin Integration with New UX
For the Powerpoint Addin I would the ability to be able to import Cards and or Pages into the Powerpoint Addin. This will enable me to replicate the views available in the New UX into Powerpoint for those users who would not necessarily have access to Anaplan. The import process should create a dynamic link so that the…
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Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
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Maxmise compatibility for exports containing dates and periods
Anaplan is using a unique date format “1 Jan 22” and “Jan 22” as opposed to “2022-01-01” and “2022-01”, which are more common in data science. When Anaplan data containing dates and periods (e.g. the daily traffic per shop) is exported to another system (in this example I use Google BigQuery with the CloudWorks Connector),…
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Dynamic names for exports
It would be nice if we could define dynamic parts in the export filenames. For example a timestamp and or information about the selection perimeter for example : define the name like VALIDATED_INVOICES_%ORG ITEM%_%YYYMMDDHHMMSS%.csv that produces a file named VALIDATED_INVOICES_FRANCE_20211005165155.csv when generated
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Dynamic exports - Export actions linked to saved view with filters or user selection
As a model builder I would like to set-up exports that are connected to saved views and that synchronize with a dashboard to provide end-users with dynamic and efficient exports and ensure sustainable integration with other systems. An example: A module is published to dashboard with month as headers. I want an export…
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Automatically remap line items in import actions
As a model builder, i would need that in the following conditions : - an import mapping uses manual mappings for line items - the source line item name(s) are changed in the source module, that the manual mapping would be updated automatically or alternatively that we get a blocking mechanism that alerts us upon trying to…
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Export excel number format align with Anaplan data format
We have lineitem set as number with 2 decimal places. We set export file action with excel format template for user to easily upload back to the system. The excel output does not set data format by column but by cell which making us lost decimal number if we did not change format to number. Cell that already has data…