Renaming the line item - Best Practices

Hello all,

I need to rename a line item in a large model, I am wondering what are the best practices to do this?
What should I consider before renaming to avoid destroying the model?

Thank you in advance for your help!

Accepted answers

abhay.kanik

@Dominika_Dudzinska

I don't think it will have any impact, Name of line item wherever it is referenced will be changed automatically whether be it a formula or line item subset, or even if you have used select statement with LISS .

MarkWarren

A line item can be safely renamed, it will not affect any functionality. Every line item has its own internal ID that is used for the references within Anaplan.
The only best practices are to avoid using special characters or emoji in the name.

All comments

Thank you for your help!

jczimbal

One thing to consider is if you are using the line item as a source or target within an action, whether model-to-model or external source-to-model. If you are using 'Match on names or codes' for the line items and you change the name of a line item then it will not be part of the mapping. If 'Map items manually' is selected then you will be fine.

Vinay VaradarajM

Hi @Dominika_Dudzinska , @jczimbal ,

Renaming a lineitem which is used as a source in any import action will break the mapping (even if you use Map items manually)

Please consider revisiting such actions (if any), to do the remapping!

Regards,

vinayvm

philip.austin

Anyone reading this thread, please upvote the following Idea from Idea Exchange.

https://community.anaplan.com/discussion/160270/renaming-a-line-item-dont-break-import-actions/

Quick Links

Can you help?

Unanswered questions

Data Integration to Fluence workspace
Hello Everyone, I am seeking guidance on how I could create a workflow process in Fluence consolidation workspace, using the ADO import task. Does anybody know what kind of information I need to fill in these fields? I have watched the ADO training but only explains the data transformation and integration within Anaplan…
Anaplan add-in for Power Point security issue
Hello everyone I am going through an issue with security when logging into Anaplan via power point add-in. I am a workspace administrator and SSO user. But once I installed add-in for power point, I am not able to login. I am using Universal Login (default) connection and it asks for user name and then a password (not…
Pagination in Management Reports Without splitting Parent Blocks
Hi I would like to set up pagination in management reports by assigning a page number to a list item and its parent but I also want to be able to keep a block of parent and list items together and not split over two pages. E.g. Parent 1 - 1 Child 1 - 2 Child 2 - 3 Parent 2 - 4 Child 3 - 5 Child 4 - 6 Child 5 - 7…