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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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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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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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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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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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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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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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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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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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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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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…
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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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'Last run' column in Settings>Actions>Imports grid
Description of the enhancement required: Imports and Import data source tabs were added with the recent Anaplan release. We would like to be able to view the date the last import is run in say another column. An example of the enhancement: Column field next to the import action that shows the date. How would it…
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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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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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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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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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Using Saved Exports as Import Data Sources
I suggest implementing a feature where we can use Saved Export Definitions as Import Data Sources. Right now we can use a File or Connect to Anaplan Model - I would love to be able to select Saved Export Definitions in addition to current option of Lists, Modules and Saved Views. The natural place for this, in my opinion,…
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NUX Forms: Exception handling when duplicate code entered
When using forms to add to a list (where the code can be entered), users can accidently re-enter an existing code which triggers a model roll back, as it's considered a duplicate. There's also no notification the model is rolling back so it looks like the app is spinning its wheels. This leads to confusion and potentially…
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Excel Add-in: Add Compatibility for Apple Mac computers
Add Compatibility for Apple Mac computers. The Excel add-in for Excel only works on Windows PC's right now. Our parent company only uses Mac computers so they cannot fully utilize my reports that use the Excel add-in.
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Provide a way to determine usage of processes,actions,imports,exports runs
Provide a way to extract history of processes/actions/imports/exports runs to determine its usage and help with clean up efforts in the models.
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Excel Add-in: Filtering options
Hi, The Pivot & Filter's Filter dropdown functionality does not operate how most people (generalizing) are used to dropdowns working in hierarchical list . Please see screenshots below. Here I have regions, manager names, apartment properties, and floorplans coming from anaplan in a hierarchy. When I uncheck an item at a…
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Excel Add-in - Add Ability to remove connection from tab
Hi, Currently there is no button or feature to remove an Anaplan connection from an Excel tab, only to add a new one or modify an existing one. Please add a button to delete a connection. Thanks,
