Anaplan - tracking upload status

Dominika_Dudzinska
Dominika_Dudzinska
in Integrations and extensibility

Hello,
I need to create a module in Anaplan to track the status of data loading.

1. Users are loading data using Excel Add-In.
2. Then, they need to check a checkbox (Boolean) that the data has been loaded

 

Is there any way to know when the user has loaded the data/checked the checkbox?

This functionality is need to inform the admin that there was no delay in uploading data. 

 

Thank you in advance for  help. 

 

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Answers

  • MarkWarren
    MarkWarren

    A simple way would be to create a process for that import and include a second import that would set a boolean line item dimensioned by Users list.
    I created some screenshots to illustrate:
    Module has a boolean line item, dimensioned by Users, with a fixed boolean to import from and one to set via an action.
    msedge_2021-09-28_11-03-02.png

     

    Import in to the same module copying the value from TRUE to imported
    msedge_2021-09-28_11-05-46.png
    As an end user running the import they only see themselves, so only set against their user...

  • Sampriti.Anand
    Sampriti.Anand

    Hi @Dominika_Dudzinska 

     

    You can capture the date when the user is importing the data. However, to capture the timestamp in a module you might need to use anaplan connect or hyper connect as Anaplan does not capture the timestamp. 

    However, now in the section actions the admin can get hold of date and timestamp when a process was executed.

     

    Thanks!

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