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Enforce Dependent Dropdown Validation for Pasted Numbered List IDs
Idea Description As a model builder, I want dependent dropdown rules to be enforced consistently across all data-entry methods, so that users cannot enter values that would otherwise be unavailable through the configured dropdown selections. Example of Enhancement I'll know this is successful when values that do not meet…
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Management Reporting: Table cards should dynamically adjust the number of columns based on filters a
Problem In Management Reporting, the number of columns in a Table card is fixed when the card is created. When a dynamic filter returns a different number of items (e.g. fiscal years depending on the selected Version), the card does not adapt: If the card was created with few columns, additional items (e.g. FY29) never…
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Multi-Column Sort in UX Grids
Allow end users to apply multiple sort levels on a single grid in UX pages, so they can organize data across several dimensions without workarounds. Thank you,
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Force to open template in local Excel from workflow
We have a few templates that are required to open in Excel. Users access these templates from a workflow. Right now they open the template first in the browser and next they have to download this to open it in their local Excel. Can we have a function (similar what we have in dashboard) in the workflow object to force a…
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Landing page for Full access in UX app
The UX allows setting a landing dashboard for all the model roles except the default full access role. This is a step down in functionality from the classic dashboards where all roles including full access had the ability to set landing dashboards. This is causing a little bit of adoption hurdle as users with full access…
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Inform the user when its password needs to be changed
Dear all, Some times your system refuses us to log in. It seems it is because the password is no longer valid and has to be renewed. However absolutely no information is given to the user. Therefore he/she tries to connect again and again, until he/she thinks "oh, that should be the password that has expired". This is…
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Dependent Dropdowns on UX Context Selectors
I've come across this need more than once now so I figured I'd post it here for the Anaplan product team! We have a client who utilizes a primary hierarchy for a core list but developed the need to see the lowest level in that primary hierarchy rolling up to an alternate hierarchy of parent list members. In their Polaris…
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Pivoting line items to the context selector in UX is exposing all line items from the backend module
When a line item is pivoted from rows or columns to the context selector on UX, it always shows all line items in the module in context selector, regardless of whether it is Classic or Polaris. This exposes all backend line items in the module.
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FCR - Consolidation rules : change account manually
Hello, On FCR, before the last release around 22 september, in the consolidation rule we could change account and movement manually. Now if there are no account fill, we can manually fill one but if an account is already fill we can't. We have to use the magnifying glass and select the account. It is a huge waste of time.…
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Change row height for Summary levels.
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When having pictures shown in a line item in the new UX, the summaries levels all take the same height as the lowest list item, even…
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Workflow Templates Organization
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In our company, we work a lot with Workflow templates for different models and different time periods. It doesn´t make sense to have…
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Conditionally Show/Hide elements of a page based on line item
When we are designing boards for clients we often have a trade-off between: Too many pages Too much information on the page A really powerful feature would be to have the ability to show hide elements of the page (example: fields, cards, grids, charts or even entire rows) based on a line item that can be a user selection /…
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Quick Collapse of expanded grid rows
Quick Collapse of expanded grid rows will help improve usability of this new feature.
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Expand/collapse for hierarchies on columns and line items
The new expand/collapse functionality for hierarchies on rows is a great improvement! It would be helpful to have the same functionality when a hierarchy is pivoted to the columns. This would give users more flexibility in how they structure a view while still being able to hide or show detail. It would also be useful to…
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Allow custom background colors for individual cards on Boards
With the recent release of the Board background customization feature, it would be a fantastic addition to also have the ability to define a specific background color for individual published cards. Currently, cards blend into the main background or rely on default styling. Allowing a dedicated background color for cards…
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Enhancement Request: Improve Drill Down Visibility for Complex Formulas
One challenge I run into frequently when troubleshooting complex formulas is that the Drill Down feature shows all contributing line items, but it doesn't clearly indicate which parts of the formula actually evaluated to TRUE/FALSE or where the logic path was executed. For example, in a formula with multiple nested IF…
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Anaplan DM - Missing template for "reject approved document 2 and 3"
In Anaplan DM for template mail triger by workflow : We have the option for the action reject approved document But not for reject approved document 2 and reject approved document 3
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Anaplan DM - option "send just one mail for bulk action"
On Anaplan DM This option exist only for the action "open document" This option could be very usufull for other action like submit or approved. From parent we can approved child with a bulk action. Since we don't have this option, user receive one mail by child document.
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Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…
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Line items used as filters in saved views
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: One of the biggest challenges when maintaining large and complex Anaplan models is understanding the impact of changes made to line…