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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…
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Prompt for Import Data Source name and Import Action name
Something that would considerably help with building cleaner models would be if users could enter names for import data sources and import actions during the import dialogue. This would prompt model builders to assign a considered name, and substantially help to identify import data sources and import actions after the…
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Excel and Powerpoint add-ins for Office Online
As well as the existing Excel and Powerpoint add-ins for on premise/desktop versions of Office it would be good to have similar integrations available with Office Online which deliver the same functionality.
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Import User List into the model in Deployed Status
Being an Anaplan admin, I would to be able to upload User List into the model in Deployed Status following general approach of imports from files (with ability to upload .csv file). Currently, the only way to do it is to check the import in the system as "Production Data", re-upload source file directly in production model…
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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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Fail a process if any subsidiary action contains errors
I would like the option to fail an entire process if one or more actions within that process contains errors. For example, if any errors exist when updating a list, I do not want the next import to run that loads properties of that list into a module.
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Search Functionality for Import Data Source Selection
When setting up an import into a list or module, it would be useful to be able to search for a module/list/saved view when connecting to an Anaplan model on the "Select Source" section. I have a model with hundreds of modules and having to scroll through these modules every time I set up an import action can get tedious.…
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Enable Display Name Functionality on Non-Numbered Lists
Hi Anaplanners, I love the Display Name functionality on numbered lists. I sure could use this across all lists. Sometimes building lists off transaction IDs makes sense but by the time the data gets to the end user flipping to the description would be nice. Thanks!
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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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Line Item Subsets API Endpoint
Create an endpoint for retrieving list of Line Item Subsets in the model. Also, we need an endpoint to see which line items are included into the subset.
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Increase number of integrations for Cloudworks
Increase the limit for Cloudworks integrations & integration flows from 500 to 1000.
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CloudWorks - Ability to add up to 50 steps to the Integration flow
As a tenant administrator and model builder, I scheduled 39 CW processes during the nightly integration. It's pretty hard to schedule them separately one after another, so an integration flow would be a lifesaver, but now you can only add 10 steps to one integration flow, so the new mechanism doesn't solve the problem…
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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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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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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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Enhance Excel Add-in - Refresh Options
When a user makes changes via the Excel Add-in and Submits them via the "Send and Refresh" button, it would be helpful to have a dropdown option similar to the "Refresh" button where you can choose to Send and Refresh Current (single active page) or Send and Refresh Multiple (all connected pages). The way it currently…
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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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Cloudworks Additional Time zones for Australia
Hi Team, Can I please ask that Brisbane and Perth time zones become available in cloudworks for selection. In Queensland we do not have daylight savings and as a result this could impact integration tasks for a misalignment in timing of the integration files coming into Anaplan and a cloudworks process schedule being run.…
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Process of Processes
Hi team, I would like the ability to run a "process of processes". Currently I have to maintain multiple processes that often have overlapping steps and it makes maintenance tedious and ripe for human error. Example: Process 1 - Refresh Cost Center Hierarchy Process 2 - Refresh GL Account Hierarchy Process 3 - Refresh…
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Cloudworks - add a "run as" option
As an integration admin, i need to be able to optionnally choose under which user id a process or integration would run with cloudworks. This is necessary as for instance we want an integration admin to set up scheduled process using a system account with a determined access rights perimeter with the help of dca.…
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Character restriction on Code Import
Hi Team, Recently we encountered an issue where we were importing data to a list, where unique identifier was to be added to the code and we find few records saying as invalid code. Example: any unique identifier with underscore "_" was at the start or the end was giving error of being invalid code. Can we have these as…
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NUX Export Labels
In the current UX, you can include property labels when exporting. I would like this feature to be available in NUX as well.
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Information for Line Item Referenced By Actions
It will be helpful to have information for any line items that are used or mapped in actions either in list or line items mapping tabs. This will prevent deleting them accidentally when performing a model cleanup
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Update Target Object of Import Actions
Hi, It would be nice to have the ability to update the Target Object of and Import Action to a module or list with similar/identical definitions vs creating new actions from scratch. We have come across instances when building out a model we determine that an already created Import Action needs to have the source data…
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Allow process to continue after action failure
As we schedule more processes via Hyperconnect where end users are not triggering themselves, we need to allow for processes to continue even upon an action failure. Perhaps allowing users to choose when creating the process whether or not they'd like the process to continue even if an action fails would be great. Just…
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Powerpoint Addin Chart Types
Can we update the Powerpoint Addin to support all of the available charts that are available in the latest version of Powerpoint such as the Waterfall chart as an example. Since it is a case of providing data in the correct format for the underlying Excel spreadsheet that PPT uses as the basis of the chart this should be…
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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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Add Search Field
Add a search field when setting up an import source from another Anaplan model. Currently, we have to scroll to look for the desired list, module, or saved view.
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Maintain Formatting in Data Export
When exporting data from Anaplan to Excel, it would be great to have the option to maintain certain formatting options such as wrapped text and conditional formatting.
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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…